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Qatar's LNG supply warning, French PM's survival, and US-China trade tensions dominate geopolitical landscape.

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Good Morning,

In a series of significant geopolitical developments, Qatar's energy minister has cautioned that new EU legislation could hinder its ability to supply LNG to Europe, potentially impacting energy security. Meanwhile, the French prime minister successfully navigated two no-confidence votes, maintaining government stability amid domestic challenges. The ongoing US-China trade war continues to affect businesses globally, with small European companies caught in the crossfire, as the U.S. considers extending a pause on tariffs. Additionally, the UK has imposed sanctions on Russian oil giants Lukoil and Rosneft, targeting their shadow fleet, while the IMF has upgraded Asia's growth forecast but warned of risks stemming from US-China tensions

Sébastien Lecornu, France's prime minister (Benjamin Girette = Bloomberg - Getty Images)

Top Stories

● Exclusive: Qatar's energy minister warns EU law could stop it supplying LNG to Europe (Reuters)

● French prime minister survives two no-confidence votes (The Guardian)

● The Small Company in Europe Caught in the Big Trade War Between the U.S. and China (The New York Times)

● Trump tariffs live updates: Trump confirms US-China trade war as Bessent leaves door open to tariff pause extension (Yahoo Finance)

● Jim Bolger, former New Zealand prime minister who drove reconciliation with Māori, dies at 90 (The Guardian)

United States

● Exclusive: In a first, US strike in Caribbean leaves survivors, US official says (Reuters)

● Mamdani and Cuomo spar in New York mayoral debate – US politics live (The Guardian)

● Trump authorises CIA in Venezuela as Maduro asks for peace with US (BBC)

● U.S. B-52s and Helicopters Fly Near Venezuela in Show of Threats (The New York Times)

● US revokes visas over comments made about Charlie Kirk's death (BBC)

● Live updates: Government shutdown and Trump administration news | CNN Politics (CNN)

● ICE arrests police officer in Chicago suburb and accuses him of being in US illegally (CNN)

Africa

● SON unveils certification scheme to boost Nigeria’s export (Punch Newspapers)

● Former Congo leader Kabila appears at Kenya political meeting despite absentia death sentence - AP News (Ap News)

● Four dead after Kenyan forces fire shots, teargas to disperse crowds at Odinga viewing (Reuters)

● Italian appeals court upholds conviction for Milan Prosecutors in Eni Nigeria case (Channel Africa)

● At least 2 killed as police in Kenya fire shots to disperse Odinga mourners (Al Jazeera)

● NCIC, GCA, KCIC Rally Support for Climate Resilient Enterprises in Nigeria with $15000 Grant - Global Center on Adaptation (Global Center On Adaptation)

● Raila Odinga's body: At least three dead after Kenya police open fire to disperse mourners (BBC)

● Kenya police fire at mourners and 2 die as violence erupts at viewing of body of ex-Premier Odinga - AP News (Ap News)

● AFRICA-FX- Nigeria's naira seen weakening further, Ghana's cedi to extend rally (Reuters)

● Egypt Wins Regional Leadership Award for Advancing Internet Domain Development - TechAfrica News (Techafrica News)

Middle East

● Houthi rebels’ military chief of staff dies from wounds suffered in Israel’s August airstrike - PBS (Pbs)

● UK facing growing threat from Russia, Iran, and terrorists, MI5 chief says (Reuters)

● Yemen’s Houthis say military chief killed as Israel claims responsibility (Al Jazeera)

● Israel, Hamas trade blame over truce violations amid delay in return of dead hostages (Reuters)

● UNC football GM Michael Lombardi met with Saudi Arabia about potential investment (The New York Times)

● Hamas accuses Israel of breaching ceasefire by ‘killing at least 24 people’ since Friday – as it happened (The Guardian)

● Where Does the Israel-Hamas Cease-Fire Stand? (The New York Times)

● A look at the hostages whose remains are still inside Gaza - AP News (Ap News)

Indo-Pacific

● Lawyer for wealthy Chinese woman in high-profile Rolls-Royce crash case seeks second court delay (The Guardian)

● IMF upgrades Asia's growth forecast, warns of risks from US-China tension (Reuters)

● MI5 chief ‘frustrated’ at failure to put men accused of spying for China on trial (The Guardian)

● Panama’s president alleges US threatening to revoke visas over China ties (Al Jazeera)

● S. Korea's major defense exhibition kicks off (Yonhap News Agency)

● Tracking data shows Iran tankers hiding locations again - and how much Russian oil goes to India? (BBC)

● US prosecutors charge Smartmatic in alleged $1M Philippines bribery case - AP News (Ap News)

● Australia's rainforests are releasing more carbon than they absorb, warn scientists (BBC)

● Decision on China mega embassy site in London delayed again (BBC)

● China has found Trump's pain point - rare earths (BBC)

● Yes … er, no: The Australian backflips after signing on to Pete Hegseth’s Pentagon reporting rules | Weekly Beast (The Guardian)

Europe

● Lawyers ask ICC to investigate 122 European officials for crimes against humanity in Mediterranean - AP News (Ap News)

● UK sanctions Russia's Lukoil and Rosneft, targets shadow fleet (Reuters)

● EU proposes 'flagship' defence projects to counter drones, protect eastern border (Reuters)

● UK delays Chinese embassy ruling for a second time (Reuters)

● EU sets 2027 target for anti-drone system to defend against Russia (BBC)

● UK's bid to woo China faces backlash over spying claims and slim economic gains (Reuters)

● MI5 chief 'frustrated' over collapse of China spy case (BBC)

● French PM Lecornu survives confidence votes but breathing space will not last long (BBC)

● Macron's legacy evaporates as France's political and fiscal woes mount (Reuters)

Latin America

  • Trump confirms the CIA is conducting covert operations inside Venezuela (AP)

  • Peru’s president refuses to resign after Gen Z protests leave at least 1 dead, 100 injured (AP)

  • Venezuela at the UN condemns latest US strike in Caribbean as people in Trinidad mourn (AP)

  • US, Brazil say they aim for Trump-Lula meeting as soon as possible (Reuters)

  • Colombian Senate approves $140 bln 2026 budget, sending to president's desk (Reuters)

  • Bolivia's Rodrigo Paz seeks to appeal to disillusioned voters in election runoff (Reuters)

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