GEOPOLITICAL & MARKETS INTELLIGENCE — Thursday, 24 September 2026
A retreat from a blanket US diesel-export ban narrows policy risk, while lower Russian gas forecasts and an EU carbon buffer reshape Europe's energy tail.
Read brief →INTELLIGENCE ARCHIVE
Versioned daily briefs focused on material changes in geopolitics, physical energy flows and cross-asset market transmission.
A retreat from a blanket US diesel-export ban narrows policy risk, while lower Russian gas forecasts and an EU carbon buffer reshape Europe's energy tail.
Read brief →