The Keel

Newsletter archive

Every edition in full. Strategic intelligence for European decision-makers - free, twice a week.

  1. 04 Jun 2026

    Business 4 June 2026 edition

    Europes food sector is beginning to treat soil health as an economic asset rather than a compliance issue. The important shift is not simply greener farming, but a potential redesign of cost...
  2. 02 Jun 2026

    Policy 2 June 2026 edition

    This matters because prolonged economic underperformance in the UK changes the incentives on both sides of the Channel. Governments and regulators should expect more pressure for sector-specific...
  3. 28 May 2026

    Business 28 May 2026 edition

    Indias pitch to Norwegian investors is more than a routine diplomatic charm offensive. It is an attempt to bind foreign capital, maritime know-how and green technology into Indias industrial growth...
  4. 26 May 2026

    Policy 26 May 2026 edition

    The immediate story is not the drone crossings themselves, but the failure of those incidents to weaken political alignment on NATO’s north-eastern flank. That matters because Russia has long relied...
  5. 21 May 2026

    Business 21 May 2026 edition

    Europe is signalling that India is no longer just a large export market, but an increasingly important partner in its effort to diversify supply chains and reduce exposure to geopolitical shocks....
  6. 14 May 2026

    Business 14 May 2026 edition

    The latest agreement shows the EU entering a more pragmatic phase of AI rulemaking. Rather than reopening the core bargain of the AI Act, lawmakers are trying to make the system easier…
  7. 12 May 2026

    Policy 12 May 2026 edition

    Malaysia has shifted from encouraging EV adoption at almost any cost to using regulation as an industrial policy tool. According to paultan.org, the new rules make the imported EV route meaningfully...
  8. 07 May 2026

    Business 7 May 2026 edition

    This raises the cost of relying on the U.S. as a stable destination for EU vehicle exports. Carmakers, suppliers, logistics groups and fleet buyers may need to reassess sourcing, inventory buffers,...
  9. 05 May 2026

    Policy 5 May 2026 edition

    The latest infringements package shows that the Commission is using enforcement more assertively to close the gap between EU legislation and national delivery. That matters because many firms have...
  10. 30 Apr 2026

    Business 30 April 2026 edition

    The immediate story is that a ceasefire has not restored commerce. That matters because markets can absorb brief military flare-ups more easily than an ambiguous operating environment in which ships...