Global Autos Daily: The Morning News

Research evidence excerpt

Global Autos Daily: The Morning News

13 May 2026

Global Autos Daily

Thematic Research - Shockwaves from Tehran: The Iran war and the future of

European security (Belopolsky)

The ongoing conflict in Iran is forcing Europe into a profoundly challenging security

posture. Already balancing support for Ukraine, robust Russian deterrence, and

burgeoning Arctic security, Europe now confronts the added strain of potentially

operating in the Strait of Hormuz and managing new resource demands. This multi-

front reality pushes European forces beyond what 2025's defense spending

increases were designed to cover. (See details here)

dbDataInsights - Gulf shipping tracker & global response (Jones)

This report provides the latest data on tanker movements in the Strait of Hormuz and

other Gulf shipping routes, alongside notable developments in the global response.

US President Trump described the ceasefire as being on “life support”, after Iran’s

counter proposal to the US offer to end the conflict was rejected outright by Trump.

Trump claimed that in its formal response, Iran had reneged on a previous verbal

agreement to allow the transfer of its enriched uranium to the US, with Iran now

only said to be offering the transfer of some of its supplies to a 3rd country. Trump

also reiterated his belief of internal divisions within Iran’s leadership, claiming

moderate factions were seeking to end the war, but were being blocked by hardline

groups. (See details here)

INVITE - Global Autos, Mobility & Robotics Conference 2026 (May 19th - 20th)

Deutsche Bank’s Global Autos, Mobility & Robotics Conference will take place on

Tuesday, May 19 and Wednesday, May 20, 2026 in NYC. To register, click here. Join

us to meet with senior executives from leading automotive, mobility and robotics