The Keel
Newsletter archive
Every edition in full. Strategic intelligence for European decision-makers - free, twice a week.
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10 Sep 2026
Business 10 September 2026 edition
Volkswagen's planned cuts mark more than another restructuring. They show that one of Europe's industrial anchors now accepts that its domestic cost base and product complexity are misaligned with a...
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08 Sep 2026
Policy 8 September 2026 edition
The demonstrations over Ceuta mark more than a dispute about one border incident. They expose how quickly pressure at a geographically small frontier can escalate into a national argument about...
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03 Sep 2026
Business 3 September 2026 edition
Europe's tokenisation debate is entering an operational phase. Cipollone's intervention suggests the ECB no longer sees tokenised finance as a niche innovation issue, but as part of the future...
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01 Sep 2026
Policy 1 September 2026 edition
Ireland's pre-Budget debate has shifted from whether there is money to spend to whether the state is building a structurally looser fiscal path under the cover of strong revenues. That matters...
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27 Aug 2026
Business 27 August 2026 edition
Germany is facing a second wave of disruption from China, this time not as an offshore production challenge but as a direct contest in capital-intensive, high-skill sectors that once underpinned...
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25 Aug 2026
Policy 25 August 2026 edition
Lagarde’s remarks place Europe’s economy in a more political phase of adjustment. With inflation no longer the only organising concern, the real test is whether member states can align fiscal...
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20 Aug 2026
Business 20 August 2026 edition
The immediate development is less about a single trade instrument than about a change in bargaining posture from the United States toward the European Union. For European companies, the real issue...
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18 Aug 2026
Policy 18 August 2026 edition
The immediate development is not simply better scientific detection of invasive species, but a stronger attempt to turn foresight into earlier regulatory action. The real challenge for the EU is...
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13 Aug 2026
Business 13 August 2026 edition
Western Europes record June-July temperatures mark another shift from climate risk as a forecast to climate stress as a live operating constraint. The immediate issue is not only physical...
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11 Aug 2026
Policy 11 August 2026 edition
The intense media focus on the police data request compliance market vastly overstates the immediate impact; it’s fueled by regulatory novelty, not widespread disruption. The reality is that few...