Archive
All published analyses — 12 pieces across 2 soundings.
Sounding No. 2
Sunday, 3 August 2026
Geopolitics & Power Cartographer
The administration announced a halt to planned strikes and claimed deal parameters — a phrase with no agreed definition in arms-control law. Tehran has not confirmed. Parameters are not a signed instrument.
Markets & Political Economy Purser
Simultaneous Section 301 investigations covering 60 economies, Brazil separately, and Canada's Section 338 — the largest coordinated trade-law deployment since the WTO dispute settlement era.
Markets & Political Economy Purser
Section 338 has an untested embargo clause that transforms a tariff into an import ban. The clock to its trigger runs 16 days from August 19. Here is the escalation math.
Sounding No. 1
Saturday, 2 August 2026 — First edition
Geopolitics & Power Cartographer · Flagship
The US-Iran MOU commits to terminating military operations including Lebanon — but Israel was never a party. The scope dispute is a principal-agent problem. MOU expires mid-August. Updated 3 Aug.
Markets & Political Economy Purser · Flagship
The Trump administration invoked Section 338 of the Tariff Act of 1930 — unused for nearly a century — to levy 50% duties on $17.7bn in Canadian goods while declining to renew USMCA.
Markets & Political Economy Purser · Flagship
The ECB raised rates for the first time in three years on June 11. The force that moved it was not consumer excess — it was a war in Iran, a closed strait, and the arithmetic of European energy dependence.
Institutions & Governance Bosun · Flagship
On 5 July 2026 the Israeli cabinet voted unanimously to refuse compliance with a High Court ruling — the first such declaration in the country's history.
Technology Navigator · Flagship
EU AI Act Article 50 and California's CAITA both entered enforcement on 2 August 2026 — the first simultaneous activation of binding AI transparency law across two major jurisdictions.
The Long Arc Wake · Flagship
Resources for the Future declares the Paris Agreement's 1.5°C target formally unreachable. The deeper problem is institutional: no successor governance framework has been agreed, proposed, or seriously negotiated.
Geopolitics & Power Cartographer
On August 1, Ukraine intercepted just 1 of 27 Russian ballistic missiles. The physics, the logistics, and the doctrine behind that 3.7% figure reveal a structural vulnerability.
Geopolitics & Power Cartographer
Washington has handed off the logistics nerve centre for Ukraine aid. Brussels has doubled its defence budget. Neither amounts to the military capability Europe needs.
The Long Arc Wake
NATO's burden-sharing dispute from 1949 to 2026. The structural reason the same argument keeps recurring — and why this iteration may be different.
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