Skip to content

$ ls /en/analysis | page 5

English analysis

Page 5 of 21. English editions of sourced l0g investigations, newest first.Back to the latest →

Oct 04, 202625 min readbankingThe ECB rewrites the value of bank collateralFrom 30 November 2026, ECB ratings and haircuts change bank collateral coverage. Seven infographics, official rules and worked funding models.Oct 04, 202625 min readMediaParamount–Warner: the Ellison empire in Trump’s shadowParamount’s Warner takeover: FCC commitments, Gulf capital, debt and editorial safeguards. Investigating the proposed common ownership of CBS and CNN.Oct 03, 202618 min readenergyEmergency oil reserves: from the market to the pumpFrom emergency stocks to a fill-up: prices, exchange rates, taxes and margins. French data show why consumer savings need careful measurement.Oct 03, 202619 min readenergyEmergency oil reserves: the contracts behind the releaseOil sales, loans in barrels and bank guarantees: who receives emergency reserves, on what terms, and with what repayment obligations?Oct 03, 202623 min readBrazilBrazil: the price of American pressureTariffs, sanctions, elections and rare earths: an investigation into US pressure on Brazil, its limits and its financial transmission.Oct 03, 202620 min readenergyEmergency oil reserves: the refinery sets the paceFrom crude to compliant diesel: processing units, hydrogen and maintenance shape output. Donges, US operating data and France’s energy balance put the G7 plans in perspective.Oct 03, 202616 min readEnergyEmergency oil reserves: the distance to the pumpDepots, tankers and filling-station inventories: follow fuel after its release. France’s 2022 disruption puts the 2026 announcements in perspective.Oct 03, 202616 min readEnergyWho owns France’s emergency oil?Follow France’s emergency oil through SAGESS, the CPSSP, lenders and depots: ownership, financing and the contractual rights to release supplies.Oct 03, 2026Updated Oct 03, 202614 min readOilOil reserves: the journey from storage to dieselCrude, diesel and refining: trace emergency oil reserves from the G7’s announced commitment through industrial steps, delivery schedules and usable fuel.Oct 02, 202613 min readindustryBull in Angers: chips, factory floors and cash flowBull announces doubled capacity in Angers. Chips, integration, contracts and cash flow reveal the industrial chain behind Europe’s supercomputers.Oct 01, 202614 min readmacroeconomicsThe US trade deficit, from the port to the factoryThe US goods deficit reached $132.6 billion in August 2026. Equipment, inventories and GDP: follow imports through the accounts and into future returns.Oct 01, 202614 min readDeFiWho runs DeFi’s front door?ESMA proposes regulating access to DeFi. Follow interface fees, lending returns, liquidations and governance to understand who earns and who controls.Oct 01, 202615 min readGoogleGoogle: what is access to our searches worth?Google challenges search data sharing. An analysis of the DMA, eligibility thresholds, future access costs and the safeguards for personal data.Oct 01, 202615 min readCryptoUSD1: who collects the interest on Trump’s stablecoin?Following USD1 reserve income through BitGo and Trump-linked entities: verified contracts, financial disclosures, holder rewards and short-rate sensitivity.Sep 30, 202614 min readtradeThe cash cost of a tariff on trialWho finances tariffs while the court case runs? July 2026 US duties, working capital, trading margins and the conditional timing of customs refunds.Sep 30, 202614 min readCryptoA fully backed stablecoin: when does the dollar reach your bank account?Reserves, Tether fees and USDC redemption: how dollars reach a bank account. The September 2026 Fed proposal, MiCA rights and issuer policies explained.Sep 30, 202613 min readIndustryThe factory, its boiler and year sixIF26 plans EUR 1 billion for industrial heat decarbonisation. Five-year payments, flexibility, energy costs and the risk that arrives in year six.Sep 30, 20268 min readBanksThe invisible suppliers of European banking riskCloud, payments and subcontracting: European banks’ shared dependencies. ECB figures, DORA oversight and the practical limits of recovery plans.Sep 30, 202613 min readChinaBeijing takes a share of the mortgage paymentFrom October 1, Beijing covers one percentage point of interest on qualifying mortgages. Payments, five-year support and construction financing explained.Sep 30, 202614 min readOilStrategic oil reserves buy timeWashington offers up to 40 million barrels. Returns through 2029, premiums paid in oil and official inventories explain the cost of buying time.