The Munich Stress-Test: The New World Is Emerging

Yet another Munich Security Conference is behind us, and these were the key events that took place over the course of last weekend. The Munich Stress-Test: The New World Is Emerging The halls of the Hotel Bayerischer Hof are usually filled with the polite hum of strategic patience. This year, at the 2026 Munich Security […]

Portugal Chooses a Left-Leaning President – What’s Next?

After three weeks of uncertainty between rounds one and two of Portuguese presidential elections, a moderate candidate scored a win against his right-wing opponent, but what does that mean for the country and the Continent? Portugal Chooses a Left-Leaning President – What’s Next? In the photo-finish of the second-round runoff on 8 February, Portugal has […]

Strategic Assessment: The False Promise of a China Pivot

Executive Summary  The European Union’s emerging re-engagement with the People’s Republic of China (PRC), frequently characterised by policymakers as a pragmatic or transactional recalibration, constitutes a strategic misjudgement with compounding long-term risks. While framed as a stabilising response to transatlantic uncertainty and a means of sustaining Europe’s green and industrial transitions, the empirical record demonstrates […]

From Davos to Munich: New Geopolitical Reality Takes Flight

In our first newsletter of the month, we move from Davos to the Munich Security Conference, taking place from 13 to 15 February, right after a new plenary session of the European Parliament. If Davos is where we saw that the old rules fading, Munich is where we will see the new, harsher reality of […]

China’s Quiet Non-Wins at Davos

Executive Summary  At Davos 2026, China avoided overt confrontation and instead deployed a strategy of calculated restraint, positioning itself as a predictable and non-combative interlocuteur amid visible Western tensions. This posture may have created the appearance of quiet advantage, but did not translate into a substantive diplomatic or strategic win. Beijing largely reiterated long-standing talking […]

Berlin and Rome Rewire Europe’s Security Architecture

Executive Summary The signing of the “Agreement on Enhanced Co-operation on Security, Defence, and Resilience” in Rome on 23 January 2026, represents a fundamental shift in European power dynamics. Beyond a standard defence treaty, this document formalises a partnership focused on three high-stakes geopolitical arenas: the African continent, orbital strategic autonomy, and transnational cyber resilience. […]

The Ever-Changing Mountain Air of Davos

Another World Economic Forum has ended and heralded the beginning of a new year, with new challenges to be faced in the geopolitical landscape. Today, we are looking closer at the messages of the main stars of the show. The Ever-Changing Mountain Air of Davos What used to be an economic summit where economists, business […]

Iran’s Post-Protest Trajectories: What Comes Next

Executive Summary  The current volatility in Iran has transitioned from localised domestic unrest to a systemic risk threatening the architectural stability of the Middle East and the global East-West balance. B&K Agency assesses that the “muddling through” strategy of previous decades is no longer a viable baseline. We further assess that the Iranian state is […]

Arctic Hold’em: The High-Stakes Trade War for Greenland

The current diplomatic friction between the United States, the Kingdom of Denmark, and the European Union regarding the status of Greenland represents a significant shift in Arctic governance and transatlantic relations. For B&K Agency stakeholders, this situation requires an objective understanding of the underlying strategic motivations and the structural changes occurring within the North Atlantic […]