LV 260 : After the Paris Naval Conference | Europe knocked out | Lorgnette : Clouded intelligence

Letter from La Vigie, 19 February 2025

After the Paris Naval Conference

The Paris Naval Conference 2025, whose theme was the relationship between the naval and the maritime, provided an opportunity to explore the links between state navies and private players in the blue economy. In this particular context, we need to consider the sometimes contradictory dynamics that underpin the maritime world, with at the heart of these the question of the return of security as a parameter of international trade. This is a cost that companies need to reintegrate.

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Europe knocked out

Last week’s US statements have knocked Europe out. They are a reminder of what America has been saying for 25 years, ignored by Europe, and mark the end of a double illusion on this side of the Atlantic: that of the transatlantic link and that of a globalised and regulated order.

The strategic options that remain are heartbreaking.

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Lorgnette: Clouded Intelligence

The recent AI summit held in Paris was the occasion for a series of statements, each more famous than the last: here, the prowess of new software (Chinese Deep Seek, French Mistral) that is far more economical than the Americans in terms of computing power; there, investments to the tune of €109 billion when, the previous week, Trump had announced $500 billion. In both cases, the aim is to build ‘data farms’.

But despite the headlines about artificial intelligence that have been repeated over and over again for the past ten years, the key issue is data. To process it, you first need to gather it together, and the question of where it is stored is becoming crucial: the physical layer provides sovereignty where immateriality used to reign. Localising data at home means avoiding the continental migration of data made possible by the cloud. With D. Trump reaffirming his desire to regain control, in particular by bypassing the confidentiality agreements signed with the EU, localising data becomes the means of guaranteeing our sovereignty in this new field of economic and technological warfare.

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LV 249 : Global turmoil | Dividing up the world | Lorgnette : Trouble at the commission

Letter from La Vigie, dated 18 September 2024

 

Global turmoil

After an overview of the summer’s turbulent international scene (despite the Olympic truce), the conclusion is clear: the world is facing global turmoil, which reflects both the disarray of Westerners who see their domination crumbling and the blurred situation from which no clear perspective has yet emerged.

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Dividing up the world

The world was first divided in 1494 with the Treaty of Tordesillas. Since then, globalization has taken place one after the other, mainly by sea, as the planet has been slowly reorganized. The Portuguese example is still alive today: let’s emulate the ten qualities that enabled it to develop a clear strategic intent.

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Lorgnette : Trouble at the commission

The recent European elections provided an opportunity to renew the Commission. Bargaining was going well. But whereas they are usually discreet, this time they are making a lot of noise. Already in the first half of the year, many people were speaking out against the reappointment of Ursula von Der Leyen. They criticized her for often interfering in matters that were none of her business, and for living in an ivory tower without giving anything away or even listening to dissenting voices. Unfortunately, coming from the EPP, the conservative political group that had maintained its positions in the European Parliament, and being German with a weakened France, she was chosen. The final negotiation remained: the Commissioners.

She refused to reappoint Thierry Breton. Admittedly, the Frenchman was able to provoke, but relations were at their worst: an eternal dispute between the German and French characters. The Élysée immediately appointed Stéphane Séjourné, the very unconvincing Minister of Foreign Affairs, apparently in exchange for a higher post.

The incident may seem insignificant, but it is indicative of France’s loss of influence: as well as being an inconvenient character, it is also indicative of a real weakening. This is all the more worrying at a time when Europe seems disarmed in the face of the world.

JOVPN

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