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English analysis

Page 2 of 21. English editions of sourced l0g investigations, newest first.Back to the latest →

29 min readInvestigationThe cost of a faster recoveryThe final investigation: from TSB’s tests to European banks, connecting the cost of preparation with a recovery capability that can be demonstrated.27 min readInvestigationThe public guarantee behind JLR’s recoveryAn investigation into JLR’s post-cyberattack public guarantee: concentrated risk, borrowing actually used and the monitoring of suppliers.23 min readInvestigationA shared provider draws its clients into the same disruptionFrom CDK to Synnovis laboratories, an investigation into shared disruptions, deferred payments and the difficulty of replacing a critical provider.25 min readInvestigationAfter the cyberattack: the long road back to serviceFrom the British Library’s collections to M&S and JLR systems, an investigation into the work, contracts and documented costs of rebuilding after a cyberattack.22 min readJLRJLR: a cyberattack’s footprint in GDPAn investigation comparing the £1.9 billion estimate with revised production data and the recovery reported by JLR and its suppliers.22 min readcyber insuranceCyber insurance: when the disruption comes from your customerFrom JLR to Vertu and Marks & Spencer: an investigation into covered losses, customer dependence and the passage from an insurance recovery to cash.24 min readcybersecurityJLR: when lost orders squeeze suppliers’ creditJLR’s shutdown squeezed Autins’ invoice-backed funding. An investigation into suppliers’ costs, Lear’s estimates and emergency advances against orders.22 min readcybersecurityJLR: when the factory stopsFrom JLR’s 2025 cyber incident to its 2026 accounts: how systems, factories, inventories and wholesale payments recovered on different schedules.19 min readcybersecurityThe notice outage putting US bankruptcy cases out of syncThe BNC outage has disrupted US bankruptcy notices. An investigation into procedural deadlines, fallback service and the work shifted to case participants.21 min readStarshieldStarshield: who controls Ukraine’s terms of connection?An investigation into Ukraine’s reported Starshield restrictions, the authority over service permissions and Europe’s available alternatives.19 min readpublic debtFrance’s higher borrowing costs arrive one maturity at a timeFour French bonds and €165.6 billion to refinance: inherited coupons, 2027 scenarios and budget timing, explained with six sourced infographics.Updated 24 min readMSCIMSCI and Indonesia: the cost of opaque ownershipMSCI’s Indonesia consultation connects ownership transparency, fund mandates and index eligibility. An analysis of potential selling and reform deadlines.27 min readtokenizationTokenized markets: who funds the weekend?Who funds tokenized trading over the weekend? Redemption windows, stablecoin payments and collateral liquidations, explained with seven sourced infographics.17 min readartificial intelligenceAI’s growth engine needs a marketWho funds AI’s next breakthrough? A sourced analysis of end demand, innovation rents and the limits of measured productivity gains.21 min readprivate creditPrivate credit’s test of patienceFundraising rises as lending slows. Loan terms, refinancing and capitalized interest test private lenders’ discipline and their borrowers’ resilience.20 min readHormuzHormuz: five ships and the crop calendarA shipping corridor can move fertilizer while farms still miss out. How nutrient supply, credit and crop calendars shape the agricultural risk.19 min readglobal tradeShipping chokepoints and the cost of buying timeCargo can keep moving while factories wait. How inventories, longer voyages and working capital shape the cost of shipping disruptions.18 min readUSDCUSDC: can the reserves follow the token?The EBA takes over part of USDC supervision on 12 November. An investigation into cross-border reserves and the conditions for redemption.20 min readRussiaA7: the banks at the end of Russia’s payment detourBehind the token and ministerial backing, A7 depends on overseas accounts. An investigation into settlement, reported volumes and sanctions.20 min readDoctolibDoctolib and Nvidia: the freedom to switch toolsNvidia’s planned investment in Doctolib puts AI assistants, medical-record exports and the practical ability to switch software under scrutiny.