EU, Military, NATO

Europe Defense Strategy 2026: EU Moves Toward Independent Security

Colin Henderson

EU military independence 2026 EU military independence 2026 This article breaks down what the EU’s rearmament drive actually involves, why it is happening now, and what it means for NATO, global stability, and the future of the Western alliance. EU military independence 2026 Europe is undergoing its most significant military transformation since the end of the Cold War. In April 2026, the European Union is actively advancing its push for EU military independence, a sweeping strategic shift designed to reduce the continent’s reliance on the United States and NATO for its core security needs. Driven by geopolitical turbulence  from the ongoing Russia-Ukraine … Continue reading Europe Defense Strategy 2026: EU Moves Toward Independent Security

AI

Orbital data centres: power constraint forces compute off-planet

Colin Henderson

Orbital data centres: power constraint forces compute off-planet Worth highlighting from today’s briefing. Orbital data centres: power constraint forces compute off-planetAI hyperscale demand has hit a hard ceiling: a single facility now requires 100–500 MW, and US grid capacity and permitting timelines (5–7 years) cannot keep pace. SpaceX filed FCC plans in January for up to one million data-centre satellites. Starcloud filed for 88,000. Google’s Project Suncatcher is developing radiation-hardened TPUs for orbital deployment. Nvidia’s GTC 2026 launched the Space-1 Vera Rubin Module for in-orbit AI compute; Starcloud has already trained an LLM in space on Nvidia H100s. This is … Continue reading Orbital data centres: power constraint forces compute off-planet

Geopolitics

Morning Briefing — Wednesday, April 22, 2026 · 6:33 AM EST · 1,180 words

Colin Henderson

Today’s briefing is dominated by the Iran-US ceasefire at its most fragile moment yet — Day 54 of the war, with Trump’s open-ended extension announced this morning displacing last night’s deadline pressure, while the naval blockade dispute makes Iranian participation in Islamabad talks deeply uncertain. The Hormuz economic fallout continues to generate secondary signals: inflation persistence, supply-chain dislocation, and energy-infrastructure damage that will outlast any deal. Macron’s Paris meeting with Lebanese PM Salam yesterday adds a distinctly European note — France is repositioning as an independent actor rather than a US diplomatic relay. 1. What changed 1. Trump extends Iran … Continue reading Morning Briefing — Wednesday, April 22, 2026 · 6:33 AM EST · 1,180 words

AI

EU AI Office shut out of Mythos as UK AISI leads

Colin Henderson

Resultsense Industry News 17 April 2026 3 min readResultsense via POLITICO Europe EU AI Office locked out of Mythos as UK keeps edge  AI safety groups tell the European Commission its AI Office lacks Mythos access and the staff to evaluate it, while the UK AI Security Institute published technical analysis within a week.  TL;DR: The EU’s AI Office has around 140 staffers, with 36 in the safety unit responsible for the most capable models. Critics interviewed by POLITICO say that is too few coders, too low in the Commission hierarchy, and too far from political leadership to respond to a Mythos-class release. The … Continue reading EU AI Office shut out of Mythos as UK AISI leads

Geopolitics

Morning Briefing — Tuesday, 21 April 2026 · 08:30 EST · ~1,280 words

Colin Henderson

Today’s environment is dominated by one countdown: the Iran-US ceasefire — extended by Trump to Wednesday evening — with Vance and Witkoff en route to Islamabad and Tehran publicly saying there are no talks. The Strait of Hormuz remains functionally closed. A parallel Israel-Lebanon direct-talks track offers a rare point of progress. Everything else orbits these dynamics. 1. Top 5–8 Stories — What Changed ⚑ Iran-US talks on a knife edge as ceasefire deadline shifts to WednesdayThe two-week ceasefire agreed April 8 was nominally set to expire today. Trump pushed the deadline to Wednesday evening and called further extension “highly … Continue reading Morning Briefing — Tuesday, 21 April 2026 · 08:30 EST · ~1,280 words

Geopolitics

Morning Briefing — Monday, 20 April 2026 · 8:00 EST · ~1,280 words⸻

Colin Henderson

Today’s environment is defined by a single countdown: the US-Iran ceasefire expires Wednesday. A weekend of reversals — the strait briefly reopened Friday, Iran reclosed it Saturday, the US Navy seized an Iranian vessel, Tehran fired on ships attempting transit — has left all three channels of leverage (military, blockade, negotiation) active simultaneously with no deal visible. Energy markets whipsawed on the chaos. North Korea used the distraction for its fourth missile test in April. London confirmed Iranian proxy involvement in a synagogue arson campaign. And China’s humanoid robots quietly crossed a threshold that has industrial and geopolitical implications no … Continue reading Morning Briefing — Monday, 20 April 2026 · 8:00 EST · ~1,280 words⸻

Geopolitics

Morning Briefing — Sunday, April 19, 2026 · EST · ~1,150 words

Colin Henderson

Today’s briefing is dominated by a single cascading risk: the Iran ceasefire expires Wednesday and the overnight signals are bad. Iran re-closed the Strait on Saturday, talks have no scheduled date, and Trump has signalled he may not extend. That thread touches energy markets, the Lebanon ceasefire, the IMF’s revised global outlook, and North Korea’s opportunistic missile activity — all in the same 24-hour window. The rest of the world is not standing still while the Hormuz clock runs down. 1. Top Stories — What Changed Iran: Hormuz re-closed, ceasefire clock ticking toward Wednesday ⚑Iran re-imposed control of the Strait … Continue reading Morning Briefing — Sunday, April 19, 2026 · EST · ~1,150 words

Diplomacy, EU

Europe should fill the diplomatic vacuum on Iran

Colin Henderson

Important evolving shift proposed for EU to assume control of Iran diplomacy Source: EUISS (originally Dutch) https://www.iss.europa.eu/publications/commentary/europe-should-fill-diplomatic-vacuum-iran 14 April 2026 The negotiations between the United States and Iran have failed. That is hardly surprising. The mistrust runs too deep, and Trump has already shown how his diplomacy works: first talks, then bombs, then talks again, all the while keeping up the threats. That is no way to build trust and it is why the Americans are now trapped in a war they cannot seem to end. In Washington, the illusion persists that if only enough pressure is brought to bear … Continue reading Europe should fill the diplomatic vacuum on Iran

Geopolitics

Morning Briefing — Saturday, April 18, 2026 · ~8:00 AM EST · ~1,180 words

Colin Henderson

Introduction Today’s briefing is dominated by a single volatile thread that moved twice in 24 hours: Iran declared the Strait of Hormuz “completely open” on Friday, triggering a sharp market relief rally, then reimposed “strict control” by Saturday morning. The Lebanon ceasefire is holding at Day 2, but the foundational US-Iran deal remains unsigned — and the ceasefire expiry clock (April 21) is running. The risk environment is not easing; it is oscillating. The dominant tone is controlled instability: enough signal to move markets, not enough to resolve anything. 1. What Changed Hormuz: Open, Then Restricted Again — in 24 … Continue reading Morning Briefing — Saturday, April 18, 2026 · ~8:00 AM EST · ~1,180 words

AI

As many Governments express concern or downplay Mythos cybersecurity warnings Clark sees future open source similar capabilities

Colin Henderson

Semafor World Economy event Could China develop a Mythos competitor? Tasos Katopodis/Getty Images for Semafor Cybersecurity concerns about Anthropic’s new model Mythos raised a pressing question for policymakers and executives: Could China develop similar technology in the near future? The answer is yes, if you ask Anthropic co-founder Jack Clark. Within a year and a half, “there’ll be open-source models from China that have these capabilities,” Clark said at Semafor World Economy this week. White House cyber director Sean Cairncross agreed, telling Semafor that “it would be irresponsible” for the US “to assume that that wouldn’t be the case.” After … Continue reading As many Governments express concern or downplay Mythos cybersecurity warnings Clark sees future open source similar capabilities