The Keel
Newsletter archive
Every edition in full. Strategic intelligence for European decision-makers - free, twice a week.
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26 May 2026
Policy 26 May 2026 edition
The Keel – Policy Edition 26 May 2026 Key Intelligence Baltic cohesion holds despite drone incursions, limiting Russia’s room to unsettle Europe The immediate story is not the drone crossings themselves, but…
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21 May 2026
Business 21 May 2026 edition
The Keel – Business Edition 21 May 2026 Key Intelligence Following our examination of The Commission’s next big overhaul?, this week’s analysis explores the complexities of regulatory simplification efforts within the same…
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14 May 2026
Business 14 May 2026 edition
The Keel – Business Edition 14 May 2026 Key Intelligence Following our examination of EU lawmakers backing a softer AI Act after pressure from industry, today’s analysis details further adjustments to the…
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12 May 2026
Policy 12 May 2026 edition
The Keel – Policy Edition 12 May 2026 Key Intelligence Building on our analysis of Europes Energy Price Volatility and Inflation (Hype Cycle), this week’s report examines the escalating demands on Denmark’s…
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07 May 2026
Business 7 May 2026 edition
The Keel – Business Edition 07 May 2026 Key Intelligence Trumps tariff threat puts Europes carmakers on notice before talks unravel Why This Matters This raises the cost of relying on the…
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05 May 2026
Policy 5 May 2026 edition
The Keel – Policy Edition 05 May 2026 Key Intelligence Brussels steps up enforcement, turning EU compliance into a board-level competitive issue The latest infringements package shows that the Commission is using…
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30 Apr 2026
Business 30 April 2026 edition
The Keel – Business Edition 30 April 2026 Key Intelligence Hormuz disruption is shifting from a security shock to a commercial repricing event The immediate story is that a ceasefire has not…
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28 Apr 2026
Policy 28 April 2026 edition
The Keel – Policy Edition 28 April 2026 Key Intelligence Europes energy response is drifting unless crisis funding is tied to faster electrification Why This Matters This goes to the heart of…
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23 Apr 2026
Business 23 April 2026 edition
The Keel – Business Edition 23 April 2026 Key Intelligence UK carmakers face a new EV trade squeeze as Europe hardens industrial policy The immediate issue is not simply tariffs or paperwork,…
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21 Apr 2026
Policy 21 April 2026 edition
The Keel – Policy Edition 21 April 2026 Key Intelligence Hungarys election narrative exposes a wider EU governance problem Why This Matters This matters because Hungary has become a test case for…