Horizon

Horizon — 22 September 2026

22 September 2026

World Geopolitics Markets

Briefing for 22 September 2026. Typhoon Dujuan kills several in Japan · Houthis-Saudi Arabia escalation in the Red Sea · Decline in Brent oil price

The last thirty days

World

Typhoon Dujuan struck Japan with several deaths, while drought threatens harvests in Chad.

Typhoon Dujuan kills several in Japan

4 sources

Japan

The typhoon killed at least four people in the Tokyo region, with six people reported missing after landslides. More than 1.6 million residents had been called to evacuate, and 45,000 households lost power.

Why it matters. This major weather event is part of a series of extreme weather phenomena affecting several regions of the world this year.

Drought and threat to harvests in Chad

Chad

Weak rainfall in Chad raises fears of a drop in harvests and a lack of pasture for farmers. The government announces measures to anticipate the consequences of this drought.

Why it matters. The food insecurity that results could worsen an already fragile humanitarian situation in the Sahel region.

Orphaned children after floods in Nepal

Nepal

More than 500 Nepali children are in shelters, their parents reported missing or declared dead since the August 26 floods.

Why it matters. This disaster illustrates the scale of lasting humanitarian consequences of flooding in the Himalayan region.

Wave of femicides in South Africa

2 sources

South Africa

The discovery of ten women's bodies over the past two months in the Johannesburg suburbs reignites anger in South Africa, where femicides are among the highest in the world. Two people have been charged with the murder of one of the victims.

Why it matters. This social phenomenon of exceptional scale raises indignation that goes beyond South African borders on the issue of violence against women.

Possible decline of the last tropical glaciers in Oceania

Indonesia

The El Niño climate phenomenon could accelerate the disappearance of the last remnants of tropical ice in Oceania, located at the summit of Puncak Jaya in Papua, at 4,884 meters altitude.

Why it matters. The disappearance of these glaciers illustrates the acceleration of global warming in a region that had been spared until now.

Geopolitics

The escalation in Yemen between Houthis and Saudi Arabia concerns the international community at the opening of the UN General Assembly.

Houthis-Saudi Arabia escalation in the Red Sea

4 sources

YemenSaudi Arabia

The Houthis have taken control of strategic areas along the Bab al-Mandeb strait, triggering daily Saudi strikes, including one on Mokha that killed six people. The G7 demands an immediate halt to attacks on maritime transport and calls on Iran to stop arming the group, while thousands of Yemenis flee to Djibouti.

Why it matters. This escalation threatens global energy security via a strategic maritime route and risks drawing more regional and Western powers into the conflict.

North Korean hypersonic weapon test

2 sources

North Korea

Kim Jong-un supervised the firing of two projectiles presented as hypersonic weapons, which traveled up to 600 kilometers according to Seoul. South Korea calls for caution regarding the performance claims made by Pyongyang.

Why it matters. A new advanced weapon test by North Korea revives concerns about military proliferation in East Asia.

War in Ukraine: European sanctions and Russian strikes

2 sources

UkraineRussia

European diplomacy chief Kaja Kallas wants to quickly renew the sanctions policy against Russia, a pillar of European pressure. Meanwhile, Russia struck Ukrainian industrial sites in the Dnipro region, killing three people.

Why it matters. The conflict continues with its share of sanctions and strikes, with no major shift compared to the situation that has prevailed for months.

Political crisis in Germany after CDU's electoral debacle

3 sources

Germany

German Chancellor Friedrich Merz is weakened after heavy defeats for his party in regional elections in Saxony-Anhalt, Berlin and Mecklenburg-Western Pomerania. He refuses to shoulder responsibility alone and is struggling to maintain his coalition.

Why it matters. Political instability in Germany, Europe's leading economy, is being closely watched across Europe for its economic and political repercussions.

Agreement on Greenland between Denmark and the United States

2 sources

GreenlandDenmark

The Prime Minister of Greenland, his Danish counterpart and the President of the United States are to sign an agreement on the status of the Arctic territory on the sidelines of the UN General Assembly.

Why it matters. This agreement settles a source of diplomatic tension between Western allies over a strategic Arctic territory.

Legislative elections in Morocco in a climate of skepticism

3 sources

Morocco

Nearly 16 million Moroccan voters are called to the polls to elect the 395 deputies of the House of Representatives. Moroccan youth are divided between hope for change and skepticism, with employment and purchasing power being the main concerns.

Why it matters. This election determines the formation of the next Moroccan government for the next five years.

Markets

Global markets advance, driven by technology stocks, in a calm climate despite falling oil prices.

Decline in Brent oil price

The Brent barrel fell 2.53% to $97.8. This decline comes as Emmanuel Macron discussed with Donald Trump ways to act on oil prices, including a possible moratorium on certain strikes.

Why it matters. The evolution of oil prices has direct repercussions on inflation and purchasing power in many importing countries.

Paramount-Warner Bros merger validated with twelve US states

4 sources

United States

Paramount Skydance reached an amicable agreement with twelve US states that contested the acquisition of Warner Bros Discovery, ending the lawsuits. The group commits to increasing its investments in film production. The merger, valued at 110 billion dollars, still needs to be validated by a judge.

Why it matters. This merger reshapes the global media and entertainment landscape, with effects on international competition in the sector.

Google fined 403 million euros

Ireland

The Irish data protection authority imposed a fine of 403 million euros on Google for violation of the European data protection regulation, following an investigation launched six years ago.

Why it matters. This sanction illustrates the growing firmness of European regulators toward American technology giants.

Decline of the German automotive industry

Germany

German automakers, notably Volkswagen, are suffering a collapse in sales and profits, a stock market plunge and job cuts. The IG Metall union organized a mobilization on Monday.

Why it matters. The crisis in the German automotive sector weighs on the entire European economy, with Germany being its leading industrial power.

Trade tensions between the United States and China ahead of Xi-Trump summit

2 sources

United StatesChina

Negotiations between Washington and Beijing on extending the 2025 Busan trade agreement remain blocked on the issue of rare earths, hours before Xi Jinping's arrival in Washington for a state visit.

Why it matters. The outcome of these trade negotiations between the world's two leading economic powers will have repercussions on international trade.

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 8,138.94 ↑ +0.92 %
DAX 25,575.01 ↑ +1.07 %
FTSE 100 10,739.01 ↑ +0.75 %
S&P 500 7,764.7 ↑ +1.49 %
Nasdaq 27,122.09 ↑ +2.26 %
Nikkei 225 65,018.95 ↑ +1.38 %
Hang Seng 25,072.75 ↑ +0.12 %
VIX 14.87 ↑ +0.41 %
Petrole Brent 97.8 ↓ -2.53 %
Gaz naturel 2.84 ↑ +0.28 %
Or 4,356.3 ↓ -0.63 %
EUR/USD 1.15 ↓ -0.11 %

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 85,419 USD ↑ +4.43 %
Ethereum 2,730.65 USD ↑ +2.27 %
BNB 787.32 USD ↑ +1.72 %
Solana 116.66 USD ↑ +3.87 %
XRP 1.52 USD ↑ +5.72 %

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 97.8 USD ↓ -2.53 %
Gaz naturel 2.84 USD ↑ +0.28 %
  • Bab el-Mandeb — traffic at 84% of normal levels data from 13 September
  • Ormuz — traffic at 83% of normal levels data from 13 September
  • Malacca — traffic at 104% of normal levels data from 13 September
  • Suez — traffic at 95% of normal levels data from 13 September
  • Panama — traffic at 97% of normal levels data from 13 September
  • Bosphore — traffic at 76% of normal levels data from 13 September
  • Gibraltar — traffic at 100% of normal levels data from 13 September
  • Douvres — traffic at 102% of normal levels data from 13 September
  • Taïwan — traffic at 92% of normal levels data from 13 September
  • Cap de Bonne-Espérance — traffic at 97% of normal levels data from 13 September

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.

19,393 entries tracked at OFAC (US Treasury) · 1,011 entries tracked at the UN

Cyber

58 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.

secp0

Leak: NAI Earle Furman

secp0 claims to have compromised this organization.

unsafe

kyyba.com

unsafe claims to have compromised this organization.

play

Metallco

play claims to have compromised this organization.

play

Hurley

play claims to have compromised this organization.

leakeddata

Hogan Lovells Cadwalader

leakeddata claims to have compromised this organization.

qilin

Telrad Networks

qilin claims to have compromised this organization.

Connectivity

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

  • Congo — traffic at 0% of normal levels