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English analysis

Page 11 of 21. English editions of sourced l0g investigations, newest first.Back to the latest →

23 min readwheatWheat Between Hormuz and the BosphorusBlack Sea attacks hit today’s cargoes while Hormuz disrupts fertilizer for future harvests. A two-speed risk for global wheat trade.22 min readartificial intelligenceYour AI Is About to Spend Your MoneyEMVCo, Visa, Mastercard, Google and OpenAI are preparing purchases delegated to AI agents. Payment rails are moving faster than the rules governing choice.Updated 15 min readsovereign debtGovernments Have Shortened the Fuse$18tn of 2026 borrowing: how shorter maturities speed the transmission of yields into budgets and sovereign-bond markets.Updated 16 min readAIHow Long Does an AI Server Really Live?Microsoft, Alphabet, Amazon and Meta changed server useful lives, affecting profit, cash flow and the balance sheet.17 min readAIPJM: When 7,892 Forecast Megawatts Move $7.3 BillionRemoving 7,892 MW of forecast data-center load cuts modeled revenue in PJM’s 2026/27 capacity auction by $7.271bn. The calculation’s scope and limits.7 min readcottonCotton: Risk Is Moving from Prices to MarginsUrea doubled and retreated, but cotton enters 2026-27 with production below mill use and lower stocks. The remaining risk sits in margins and timing.13 min readindiaIndia Pays for Oil with CodeIn 2025-26, services and transfers offset India’s goods deficit before primary income reopened it. A resilient model exposed to oil, demand and AI.14 min readmacroThe renminbi is weaving a monetary zone across AsiaFrom ASEAN to Central Asia, the renminbi is gaining ground in payments and credit. BIS, IMF, SWIFT and PBOC data show something more precise than a replacement of the dollar.16 min readSouth KoreaSouth Korea's Jeonse System: When the Tenant Finances the LandlordJeonse turns a tenant's lump-sum deposit into landlord financing. HUG guaranteed KRW126.8tn at end-2025. How risk moves through the system.17 min readTaiwanTaiwan Life Insurers: The Currency Risk Behind $724 BillionTaiwan’s life insurers held $724bn in foreign investments at end-2025. An analysis of the TWD mismatch, hedging costs and the 2026 regulatory reforms.23 min readECBPontes: the ECB’s ‘private blockchain’ in practicePontes will link market DLT platforms to T2 through a private Eurosystem ledger. Its launch design, missing pieces and liquidity, legal and concentration risks.Updated 17 min readFrance IdentitéYour identity in your phone, 8/8: your identity should leave you a receiptPublic registries, overasking alerts and failure logs: the future wallet should make those requesting your data auditable.19 min readFrance IdentitéYour identity in your phone, 7/8: a sovereign identity on an American phoneStores, NFC, hardware keys and attestation: France controls its ID app, but not every layer deciding whether it runs.17 min readFrance IdentitéYour identity in your phone, 6/8: your identity is free, the proof may be billedFranceConnect+ already produces usage volumes that may support billing. Free wallet, paid proofs, signatures and certificates: who funds digital trust?18 min readFrance IdentitéYour identity in your phone, 5/8: when your identity stops respondingLost phone, blocked PIN, stolen ID card: delays, fallbacks and liability when France Identité becomes inaccessible.22 min readFrance IdentitéYour identity in your phone, 4/8: age becomes an access credentialFrance Identité can attest age 15 or over through ÉduConnect. Behind the yes/no are logs, errors, ZKPs and possible costs.20 min readFrance IdentitéYour identity in your phone, 3/8: sovereignty under contractFrance Identité’s updated programme cost is €107.4m. Seven frameworks cover its software core. Who controls code, keys, recovery and liability?22 min readFrance IdentitéYour identity in your phone, 2/8: the cost of alternative routesTraining, housing grants, company filings and voting proxies: delays, letters, certificates and travel across four official alternatives to FranceConnect+.20 min readFrance IdentitéYour identity in your phone, 1/8: when an ID card becomes a serviceFrance Identité reports more than 4.5 million users. An investigation into the data, servers and traces behind France’s digital identity.10 min readRevolutEURR: who owes the euro behind Revolut’s stablecoin?Revolut distributes EURR, but Bridge Building issues and redeems it. An investigation into the reserves, protections and economics of the euro stablecoin.