Briefs

Structural analyses, hand-written. Each one passes a three-exit integrity check — evidence must hold, the counter-thesis must be weaker than the thesis, and observable proxies must exist to falsify both.

New here? Briefs are open to everyone. Register free to get new briefs in your inbox — no card, one email.

Nordic Daily 17.6.2026

2026-06-17 · brief · 2026-06-17 · rule-of-law, energy, shipping · 1-2 weeks

EU Daily 17.6.2026

2026-06-17 · brief · 2026-06-17 · sanctions · defense · energy · 1-2 week horizon

Reprieve, Not Reversal

2026-06-17 · brief · 2026-06-17 · EU AI Act & biometric surveillance · structural read

Nordics weekly · 2026-W25

2026-06-14 · brief · 2026-06-14 · energy · industrials · banks · 1-2w

China weekly · 2026-W25

2026-06-13 · brief · 2026-06-13 · platforms, defense exposure, EV exporters · 1–2 weeks

Nordics weekly · 2026-W24

2026-06-07 · brief · 2026-06-07 · power markets · industrials · financials · 1-2 week horizon

Nordics weekly · 2026-W24

2026-06-03 · brief · 2026-06-03 · energy · industrials · banks · weekly

China weekly · 2026-W24

2026-06-03 · brief · 2026-06-03 · semiconductors, internet retail, EU-China trade · 2-6 week

China weekly · 2026-W20

2026-05-23 · brief · 2026-05-23 · china internet, hong kong real estate, mine disaster · weekly

Nordics weekly · 2026-W20

2026-05-23 · brief · 2026-05-23 · power, industrials, financials · 1–4 weeks

Nordics weekly · 2026-W20

2026-05-18 · brief · 2026-05-18 · Nordic power, hybrid security · 1-2 weeks

Nordics weekly · 2026-W19

2026-05-10 · brief · 2026-05-10 · energy, defense, financials · weekly

Azerbaijan corridor: last EU↔East-Asia overland airspace for Western operators

2026-04-28 · brief · 2026-04-28 · single-lane structural read · route fragility

The Iran ceasefire is a US–Iran ceasefire, not an Israel–Iran one

2026-04-24 · brief · 2026-04-24 · Gulf geopolitics · live call · 90-day window

France's mobile 4-to-3 consolidation via consortium carve-up

2026-04-22 · brief · 2026-04-22 · European telecom M&A · live call · 10-month window

The 14 days when frontier AI offensive capability became a regulated asset class

2026-04-21 · brief · 2026-04-21 · multi-stream · live call · 90-day window

The 72 hours Cuba went dark while English-language wires slept

2026-04-19 · brief No. 001 · evidence chain from non-English feeds · 72-hour read