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You are reading an archived briefing, as published on 3 September 2026 (45 days before the latest briefing).

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Archives3 September 2026

Horizon — 3 September 2026

Thursday 3 September 2026

World Geopolitics Markets

Briefing for 3 September 2026. Deadly floods in Nepal: over 1270 deaths. Markets: Bitcoin $78,834 · VIX 15.02 · CAC 40 8,283 · Brent $96.28 · S&P 500 7,714 · Hang Seng 25,213

The last thirty days

World

The death toll from flooding in Nepal continues to mount as the UN alerts to an exceptional El Niño phenomenon.

Top story
01

Deadly floods in Nepal: over 1270 deaths

The death toll from flooding that struck Nepal and the border with China now exceeds 1270, with approximately 4875 people reported missing according to Prime Minister Balendra Shah. Rescue teams continue their search on the ninth day, using helicopters and zip lines to reach isolated villages, while DNA identification is being carried out on unidentified bodies.

Why it matters

This is one of the deadliest climate disasters of the year, affecting Nepal and China simultaneously and mobilizing international aid.

02

The UN forecasts exceptional intensity El Niño through 2027

The World Meteorological Organization announces that the El Niño phenomenon will intensify through February 2027 and could be the strongest ever recorded. It has already caused droughts in the Amazon, Central America, Indonesia and Australia, as well as toxic haze in Southeast Asia affecting millions of people.

Why it matters

A climate phenomenon of this magnitude disrupts agriculture, public health and the economy across multiple continents simultaneously.

4 sources
03

The UN alerts to inevitable breach of 1.5°C threshold

The United Nations presented an unprecedented report detailing ways to contain global warming once the symbolic 1.5°C threshold is breached, a breach now deemed inevitable.

Why it matters

This finding marks a turning point in how the international community must now manage the consequences of global warming rather than merely seek to prevent it.

1 source
04

Death of Gloria Steinem, icon of American feminism

Journalist and feminist activist Gloria Steinem, co-founder of Ms. magazine, died at age 92 at her home in New York. A figure of the women's movement of the 1960s and 1970s, she campaigned throughout her life for abortion rights, same-sex marriage and equal pay.

Why it matters

Her passing marks the end of a global figure of feminist activism whose influence transcended American borders.

United States4 sources
05

Drought linked to El Niño in Sri Lanka

In Sri Lanka, a drought of unprecedented scale in over thirty years is drying up wells and reducing farmers' incomes, in a regional context marked by intensifying El Niño.

Why it matters

This agricultural crisis illustrates the concrete consequences of climate disruption on rural populations in South Asia.

Sri Lanka1 source

Geopolitics

Iran has again struck American bases in Kuwait and the United Arab Emirates, marking an escalation in the Middle East.

Top story
01

Iran strikes American bases in Kuwait and the Emirates

The Iranian military claims to have targeted American military installations in Kuwait and the United Arab Emirates, including Al Minhad air base, in retaliation for American strikes carried out Sunday on Iranian rocket launchers. This action comes despite threats from Donald Trump.

Why it matters

This new wave of strikes marks a resurgence of direct hostilities between Iran and the United States, with risk of wider regional conflagration.

02

Iran threatens the United States over southern Lebanon

Iran has warned the United States it will respond forcefully to any Israeli offensive on a mountainous ridge in southern Lebanon where Iranian military personnel are entrenched alongside Hezbollah.

Why it matters

This warning heightens already tense tensions between Iran, Israel and the United States in the region.

Lebanon Iran1 source
03

Germany accuses Russia of drone attack at Leipzig

The European Union and NATO promise to increase pressure on Russia after Berlin attributed to Moscow a thwarted drone attack attempt at Leipzig airport. The United Kingdom summoned the Russian chargé d'affaires and Russia announced in retaliation the closure of German cultural centers (Goethe-Institut) in Moscow, Saint Petersburg and Yekaterinburg.

Why it matters

An attack directly targeting critical infrastructure in Germany marks an escalation of hybrid actions attributed to Russia on European soil.

Germany Russia3 sources
04

War in Ukraine: Putin evokes possible peace agreement but hardens tone

Vladimir Putin states that there is no mobilization scenario in Russia to date, describing rumors as an information attack ahead of parliamentary elections on September 20. He also evokes a possible way out of the crisis while accusing Ukraine of state terrorism acts following attacks on civilian merchant vessels and threats to civil aviation.

Why it matters

The Russian president's statements come at a pivotal moment, between negotiation prospects and continuation of hostilities, with consequences for regional maritime and air security.

Russia Ukraine2 sources
05

Ukraine targets Russian space program

Ukraine appears to have engaged a tactical shift by targeting infrastructure linked to the Russian space program, from Moscow to Plesetsk, seeking to strike capabilities that fuel Russian war effort from space.

Why it matters

This extension of the battlefield to Russian space infrastructure marks a strategic evolution of the conflict.

1 source
Ukraine Russia1 source
06

Mutiny in Niger's army and role of Russia and Algeria

A mutiny within Niger's army was short-lived, with the junta reaffirming its authority. An officer evoked an international plot on national television, while Russia and Algeria appear as essential actors in the region.

Why it matters

This episode reveals internal tensions in Niger's power structure and the growing influence of foreign powers in the Sahel region.

Niger2 sources

Markets

Global markets evolve calmly, driven by modest gains in Paris, London, Frankfurt and New York, while gold continues its advance.

Top story
01

Gold continues strong advance, driven by distrust of the United States

The price of gold reaches 4524.9 dollars, up 3.63%. Several European central banks, including that of the Netherlands which repatriated 10 billion dollars in reserves, are withdrawing their gold stored in the United States, a gesture symptomatic of growing distrust in the reliability of the American ally.

Why it matters

This movement of gold reserve repatriation by European central banks illustrates an evolution in confidence in the international financial system.

02

Uber eliminates over 3000 jobs worldwide

Uber announces the elimination of approximately 10% of its global workforce, or more than 3300 positions, to streamline its organization and accelerate its shift toward robotaxis. The company employs approximately 34000 people in over 70 countries and is also withdrawing from Nigeria after twelve years of operations.

Why it matters

This large-scale restructuring illustrates the transformations of the transport sector in the face of the rise of autonomous vehicles.

United States4 sources
03

China threatens France with retaliation over anti-fast fashion law

China has threatened France with retaliatory measures if it does not immediately repeal the penalty targeting ultra-ephemeral fashion, which came into force on September 1 and targets notably companies like Shein.

Why it matters

This trade dispute could affect economic relations between France and China, the world's second largest economy.

China France2 sources
04

Washington imposes tariffs reaching 100% on drones

The United States has applied since Thursday tariffs of up to 100% on drones and components imported exceeding 25 kilograms, with a 25% tax on smaller devices, with the aim of reducing its dependence on foreign suppliers and developing its own industry.

Why it matters

This protectionist measure directly targets China and could have repercussions on global drone technology trade.

United States China2 sources
05

Debt of major powers becomes more expensive

The interest rates at which major world powers borrow are reaching high levels, increasing the cost of their debt as states' financing needs have never been greater. France is particularly under pressure.

Why it matters

The rise in the cost of sovereign debt of major economies has direct repercussions on public budgets and international bond markets.

France2 sources

Closing prices on 3 September 2026

Last close recorded for the briefing of 3 September 2026 (crypto: price at publication time, in US dollars). Information only, not financial advice. All markets and charts →

Today's indicators

Deterministic data, calculated by threshold or taken as-is from official sources — never judged by the model.

Markets

Closing prices and changes
ValueCloseChange
CAC 40 8,282.56 ↑ +0.02 %
DAX 25,989.77 ↑ +0.58 %
FTSE 100 10,863.71 ↑ +1.00 %
S&P 500 7,714.13 ↑ +0.62 %
Nasdaq 26,442.51 ↑ +0.86 %
Nikkei 225 64,214.48 ↓ -0.17 %
Hang Seng 25,213.31 ↓ -0.39 %
VIX 15.02 ↓ -1.18 %
Petrole Brent 96.28 ↑ +0.68 %
Gaz naturel 2.99 ↑ +1.22 %
Or 4,524.9 ↑ +3.63 %
EUR/USD 1.16 ↑ +0.25 %

General, non-personalized information. Does not constitute investment advice, a recommendation, or a solicitation to buy or sell.

Crypto

Prices and changes of major cryptocurrencies
ValuePrice24h change
Bitcoin 78,834 USD ↑ +2.68 %
Ethereum 2,430.25 USD ↑ +1.93 %
BNB 711.28 USD ↑ +3.88 %
Solana 101.6 USD ↑ +3.40 %
XRP 1.4 USD ↑ +4.98 %

aucun seuil franchi, marches crypto calmes

General, non-personalized information. Does not constitute investment advice, a recommendation, or a solicitation to buy or sell.

Supply chain

A combined reading of traffic through strategic straits and energy prices: two signals of the same possible tension on global supply chains. The more severe of the two prevails.

Energy prices and changes
ValuePriceChange
Petrole Brent 96.28 USD ↑ +0.68 %
Gaz naturel 2.99 USD ↑ +1.22 %
  • Bab el-Mandeb — traffic at 79% of normal levels data from 30 August
  • Ormuz — traffic at 67% of normal levels data from 30 August
  • Malacca — traffic at 91% of normal levels data from 30 August
  • Suez — traffic at 100% of normal levels data from 30 August
  • Panama — traffic at 98% of normal levels data from 30 August
  • Bosphore — traffic at 82% of normal levels data from 30 August
  • Gibraltar — traffic at 98% of normal levels data from 30 August
  • Douvres — traffic at 95% of normal levels data from 30 August
  • Taïwan — traffic at 92% of normal levels data from 30 August
  • Cap de Bonne-Espérance — traffic at 98% of normal levels data from 30 August

International sanctions

Daily movement on the consolidated lists of OFAC (US Treasury) and the UN Security Council: the total almost never moves from one day to the next — the signal is the new entries since the last reading.

No new entries since the last reading.

19,321 entries tracked at OFAC (US Treasury) · 1,011 entries tracked at the UN

Cyber

48 ransomware claim(s) recorded worldwide over the last 48 hours (source: RansomLook). These are claims made by criminal groups on their own leak sites, never independently verified.

vexy

Engefitas

vexy claims to have compromised this organization.

qilin

Complete Packaging Solutions

qilin claims to have compromised this organization.

leakeddata

Greenberg Traurig

leakeddata claims to have compromised this organization.

qilin

Tanner

qilin claims to have compromised this organization.

direwolf

Cartrack Holdings

direwolf claims to have compromised this organization.

wallstreet

Ormond Beach Florida

wallstreet claims to have compromised this organization.

Connectivity

Significant internet outages detected by IODA (Georgia Tech) over the last 48h.

  • Congo — traffic at 3% of normal levels
  • Iraq — traffic at 5% of normal levels
  • Sao Tome And Principe — traffic at 49% of normal levels
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