🇺🇦 When the pieces land

This is a members-only issue but if you think it is interesting, please forward it on to friends.

💖If you’d want me to open this piece up to the wider internet, please leave a comment!

I wanted to follow up on Sunday’s newsletter with some thoughts on where the pieces land once we get through the Russian war in Ukraine.

Institutional volte-face by the European Union has proven that in times of real crisis even the most slow-moving can move quickly. Germany’s shift, reversing decades of deeply held beliefs about the nation’s role, has been even more remarkable. Olaf Scholz addressed each of the criticisms I levelled at Germany in the Sunday newsletter in one blistering speech. I’d like to take credit for Germany ending its reliance on Russian gas, speeding up a move to renewables and increasing its defence spending to build its resilience. Given when the newsletter was sent and when he made his speech, I think it unlikely 😉.

I want to connect the dots between geopolitical confrontation a…