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Latest Newsletter
Newsletter CW 19/20
- Germany's auto sector faces 225,000 job cuts by 2035, driven by electrification, Chinese EV competition, and EU emissions rules
- Dangote's $20bn Lagos refinery cuts Nigeria's fuel import dependence, marking Africa's largest industrial project
- Allianz posts strong quarterly earnings on higher premiums and investment income, signaling insurance sector resilience
Published: May 18, 2026•7 pages
Newsletter Archive
Showing 43 past newsletters
GeneralMay 4, 2026
Newsletter CW 17/18
- U.S. imposes 25% tariffs on EU cars and trucks, escalating trade tensions and threatening Europe’s automotive sector.
- UAE exits OPEC, weakening the cartel’s influence and reshaping global oil market dynamics.
- Big Tech ramps up AI spending beyond $700bn, intensifying the race for compute, data, and infrastructure leadership.
7 pages
GeneralApr 20, 2026
Newsletter CW 15/16
- Elevated energy prices persist amid Middle East tensions and U.S. sanctions relief on Russian oil, sustaining inflation pressure.
- Strait of Hormuz remains closed, disrupting global oil flows and highlighting critical energy supply risks.
- Eurozone inflation resurges on energy shock, complicating ECB policy and raising stagflation concerns.
8 pages
GeneralApr 20, 2026
Semester Recap WS25/26
- Semester recap highlights strong club-wide growth, increased member engagement, and continued progress across key initiatives.
- Individual teams drove the semester through projects, events, competitions, and expanding external partnerships.
- The recap reflects a more professional, structured, and ambitious organization heading into the next semester.
9 pages
GeneralApr 7, 2026
Newsletter CW 13/14
- Oil prices surge to multi-year highs amid Middle East escalation, increasing inflation risks and market volatility.
- EU-China auto competitiveness shifts further as BASF expands in China, highlighting structural demand divergence.
- EU-Australia trade deal advances, strengthening supply chain diversification and access to critical raw materials.
8 pages
GeneralMar 23, 2026
Newsletter CW 11/12
- Iran conflict uncertainty drives oil price volatility and market instability amid unclear U.S. strategic direction.
- EU-China auto trade turns negative as exports collapse, signaling a structural competitiveness shift.
- ECB holds rates steady at restrictive levels, maintaining a cautious stance amid weak eurozone growth.
7 pages
GeneralMar 9, 2026
Newsletter CW 09/10
- Oil prices surge above $93 amid Gulf supply risks, raising concerns over inflation and global economic growth.
- China halts exports of diesel and gasoline, tightening Asian fuel markets and pushing regional prices higher.
- Allies explore alternatives to a U.S.-led rare-earth supply bloc to reduce dependence on China.
8 pages
GeneralFeb 23, 2026
Newsletter CW 07/08
- U.S. Supreme Court curbs presidential tariff powers, limiting the use of emergency law and reducing immediate trade-shock risks.
- Europe’s growing reliance on U.S. LNG raises new dependency concerns despite the phase-out of Russian gas.
- Amazon surpasses Walmart in annual revenue, marking a structural shift toward tech-driven platform dominance.
8 pages
GeneralFeb 9, 2026
Newsletter CW 05/06
- ECB keeps key rates unchanged at 2% as eurozone inflation eases, while Germany shows renewed price pressure.
- Bitcoin drops below $60,000, wiping out post-Trump rally gains and reigniting fears of a prolonged crypto downturn.
- Europe’s chemical industry faces its deepest crisis in decades, with plant closures accelerating amid structural cost disadvantages.
7 pages
GeneralJan 26, 2026
Newsletter CW 03/04
- ECB keeps key interest rates unchanged, signaling a cautious wait-and-see approach as inflation eases and growth stabilises.
- Global IPO markets are set for a gradual recovery in 2026, supported by easing monetary policy and improving investor sentiment.
- European gas prices rise amid colder weather and declining storage levels, keeping energy security a key concern.
8 pages
GeneralJan 12, 2026
Newsletter CW 01/02
- EU advances long-delayed Mercosur trade deal, creating a major free-trade zone but facing political and environmental resistance.
- Germany launches €30bn Deutschlandfonds to mobilise private capital for infrastructure, industry and technology investment.
- Rising EU carbon prices from 2026 reshape investment incentives, increasing pressure on carbon-intensive sectors.
7 pages
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