The top 3 stories from today's briefing, narrated as a short audio episode.
Sign up free to listen. The briefing notes below are free to read.
Briefing Notes
Energy & Tech
EU Funding Ban on Chinese Solar Inverters Covers at Least 14 GW of New Capacity, Boosting European Suppliers
A 14 GW exclusion zone resets European solar supply chains overnight.
International
EU e-Evidence Regime Goes Live 18 August 2026, Giving Authorities Cross-Border Access to Electronic Data in Criminal Proceedings
The e-evidence regime goes live on 18 August, but patchy transposition means obligations will differ state by state.
Regulation
EU Packaging and Packaging Waste Regulation Applies from 12 August 2026, Forcing UK Exporters to Overhaul Pallet and Container Practices
PPWR is live, UK exporters need EU packaging compliance now, not later.
AI & Law
Steve Eisman warns AI boom faces structural Achilles heel as OpenAI and Anthropic concentration risk threatens hyperscaler cloud revenues
Two private companies controlling 70% of hyperscaler AI revenue is a concentration risk that most AI contracts have not priced in.
Capital Markets
IFLR Middle East Awards 2026 Shortlist Names A&O Shearman, White & Case and Linklaters Across Regional Debt Capital Markets
Gulf sukuk volume is pulling in every major international firm.
Banking & Finance
Dymon Asia Expands London Presence with Stuart Wilson COO Hire from Eisler as Banking Jobs Shift to UK Regions
London remains a magnet for Asian hedge funds even as banking jobs disperse regionally.