What Just Happened?
Sibylline Ltd
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What Just Happened? is a short-format, informal podcast from the intelligence analysts at Sibylline Ltd, a strategic risk firm based in London. It is hosted by Ignacio Ayala, who holds brief conversations with fellow analysts. Each episode updates listeners on major geopolitical events as they happen. The show focuses on timely analysis of international risk and current affairs.
Episodes
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From Yemen to Saudi Arabia: Can Britain and Regional Powers Contain the Houthis? 22.10.2026 24mBritain is sending fighter jets to help defend Saudi Arabia from Houthi attacks, while inside Yemen the battle for Taiz threatens to shift the balance of the war. In this week’s What Just Happened?, Marco Giannangeli is joined by Sibylline’s Middle East analysts Omar Khadr and Owen Williams to examine the widening international defence effort, the Houthi offensive and whether Saudi Arabia and its partners can help bring the conflict towards a settlement. Enjoying What Just Happened? Subscribe here to never miss an episode. https://go.sibylline.com/podcast -
US Midterms: Why the Hardest Test for America's Allies May Lie Ahead 17.10.2026 24mUS midterms: Why the hardest test for America’s allies may lie aheadCould an electoral setback leave Donald Trump weakened at home but more assertive abroad?In this week’s What Just Happened?, host Marco Giannangeli joins Sibylline’s Principal Analyst Americas Claire Brady and Lead Analyst Lewis Galvin to explore the midterm outlook, MAGA’s uncertain future and the Republican succession struggle.And they examine why Trump’s pursuit of his legacy could bring fresh challenges for Ukraine, Iran and America’s European allies long after the votes are counted. Enjoying What Just Happened? Subscribe here to never miss an episode. https://go.sibylline.com/podcast -
Could Europe face a mass-casualty attack within six months? 09.10.2026 20mCould Russia’s shadow war cause mass casualties in Europe within six months? Following an attack on a Polish Starlink ground station, What Just Happened? host Marco Giannangeli is joined by Sibylline’s Karan Vassil and former military intelligence officer Philip Ingram MBE to examine Moscow’s increasingly reckless hybrid campaign. As Russia tests the West’s red lines, are Western governments doing enough to deter further attacks? Our guests discuss the risk of unintended civilian deaths, the response they could provoke and what might make Moscow change course. Enjoying What Just Happened? Subscribe here to never miss an episode. https://go.sibylline.com/podcast -
Hybrid Warfare: Is Europe Edging Closer to Open Confrontation? 01.10.2026 37mThe risk of a successful high-impact attack on European soil is increasing. As Russian hybrid operations escalate, how close is Europe to more open confrontation? In this episode of What Just Happened?, Sibylline’s Head of Global Analysis, Edward Johnson, is joined by Associate Analyst for Europe, Annabel Walker, and Europe Analyst, Caspar von der Schulenburg, to examine what the recent arrests near RAF Fairford reveal about the evolving threat facing the UK and Europe. They explore why the UK, Germany and Poland sit at different points on the spectrum of Russian grey-zone activity, what is driving Moscow’s increasing tolerance for risk and potential lethality, and why the distinction between hybrid warfare and more open confrontation is becoming increasingly difficult to define. They also examine the challenge of attributing grey-zone attacks, the sectors most exposed to escalating activity, and why Sibylline now assesses a realistic possibility of more open confrontation between Russia and NATO by mid-2027. If you are interested in receiving Sibylline's Resilience report, reach out to us at info@sibylline.com. Enjoying What Just Happened? Subscribe here to never miss an episode. https://go.sibylline.com/podcast -
Could the AI race lead to catastrophe? 25.09.2026 20mThe US still leads the global AI race, but China is closing the gap. Could the competition itself make AI more dangerous? In this episode of What Just Happened?, Marco Giannangeli is joined by Sibylline’s Chief Analyst, Sam Olsen, and Lead Analyst for Technology and Geopolitics, Jake James, to explore the potential existential risks of AI, why US-China strategic competition could make meaningful safeguards harder to achieve, and whether the UK could play a role in bridging the divide. They also examine why AI may be harder to contain than nuclear weapons, the different risks posed by frontier and open-weight models, and what it could take for Washington and Beijing to cooperate on AI safety. Request the report: https://go.sibylline.com/AI-castastrophe Enjoying What Just Happened? Subscribe here to never miss an episode. https://go.sibylline.com/podcast -
Iran-US War: What Happens Next? 10.09.2026 28mThe Iran-US conflict has evolved significantly over the past seven months, creating strategic, economic and societal consequences both inside Iran and across the wider region. In this episode, Samuel McVicar speaks with Sibylline Principal Middle East and Africa Analyst Megan Sutcliffe about the current state of the conflict, how it has evolved and what could come next. Megan explores Iran's internal dynamics, the wider regional implications of the war and the potential scenarios that could shape its next phase. Join the Sibylline Media mailing list: https://mailchi.mp/sibylline.co.uk/podcastsignup Follow Sibylline on Instagram: https://www.instagram.com/sibyllineltd/?hl=en Follow Sibylline on LinkedIn: Sibylline | LinkedIn Watch Sibylline on YouTube: https://www.youtube.com/@sibyllineTV For more information: www.sibylline.co.uk -
Russia’s Africa Corps: Inside the Niger Mutiny 04.09.2026 29mAn attempted mutiny in Niger has exposed growing tensions inside the country’s military regime, raising fresh questions about General Tiani’s grip on power and the loyalties of the armed forces. In this episode of What Just Happened?, Marco Giannangeli is joined by Sibylline Senior Sub-Saharan Africa Analyst Benedict Manzin and Dr Alia Brahimi, Senior Fellow with the Middle East Programs at the Atlantic Council and host of the Guns for Hire podcast, to examine the events surrounding the mutiny and what they reveal about Niger’s political and security landscape. Interested in hearing more from Dr Alia? Check out her podcast and Substack: Guns for Hire Podcast: Guns for Hire podcast Alia's Substack: https://highlyirregular.substack.com/ Join the Sibylline Media mailing list: https://mailchi.mp/sibylline.co.uk/podcastsignup Follow Sibylline on Instagram: https://www.instagram.com/sibyllineltd/?hl=en Follow Sibylline on LinkedIn: https://www.linkedin.com/company/sibylline-ltd/ Watch Sibylline on YouTube: https://www.youtube.com/@sibyllineTV For more information: www.sibylline.co.uk #Niger #Russia #AfricaCorps #Sahel #Geopolitics -
Inside Ukraine’s Growing Political Tensions 28.08.2026 26mIn this episode of What Just Happened?, host Marco Giannangeli is joined by Sibylline's Lead Europe-Eurasia Analyst Alexander Lord to examine the political tensions emerging inside Ukraine as the war continues. The discussion explores former Defence Minister Mykhailo Fedorov’s call for wartime elections, the political fallout from his dismissal and the broader debate over how Ukraine should balance democratic accountability with the demands of prolonged conflict. Alexander also outlines the scale of corruption within defence procurement and why allegations involving figures close to President Volodymyr Zelensky could become increasingly difficult for his government to contain. With Ukraine approaching another critical stage of the war, the episode asks whether political pressure, corruption concerns and questions over elections could begin to affect the country’s ability to maintain unity and sustain its war effort. Join the Sibylline Media mailing list:https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram:https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn:Sibylline | LinkedIn Follow us on YouTube:https://www.youtube.com/@sibyllineTV For more information, visit our website:www.sibylline.co.uk -
Russia's Drone War Reaches Europe 20.08.2026 21mA drone carrying explosives penetrated security at Leipzig Halle Airport in Germany and struck a Ukrainian-owned Antonov aircraft. Its detonator failed, potentially preventing civilian casualties. In this episode of What Just Happened?, host Sibylline analyst Caspar von der Schulenburg joins Samuel McVicar to examine the incident and what it could signal about the evolution of Russian grey zone tactics in Europe. The discussion explores the drone's sophistication, weaknesses in current counter-drone defences, and the broader implications for European security. If deliberate attacks against targets in NATO territory become more common, governments and businesses may need to rethink how they protect critical infrastructure and civilian sites. Join the Sibylline Media mailing list:https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram:https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn:https://www.linkedin.com/company/sibylline-ltd/ Follow us on YouTube:https://www.youtube.com/@sibyllineTV For more information, visit our website:www.sibylline.co.uk #Russia #Ukraine #NATO #Germany #Drones #Security #Geopolitics -
Is Socialism Going Mainstream in US Politics? 12.08.2026 40mWhat does a major primary victory in Michigan tell us about the future of the US Democratic Party? In this episode of What Just Happened?, host Marco Giannangeli is joined by Sibylline North America Analyst Claire Brady and George King IV, Vice Chair of Democrats Abroad UK, to examine the rise of socialist politics within the Democratic Party. The discussion explores Abdul El-Sayed's victory in Michigan, his platform of Medicare for All, higher taxes on wealthy Americans and removing corporate money from politics, and what his success could mean for the wider Democratic coalition. Claire and George consider whether this represents a genuine ideological shift within the party, how socialist candidates can appeal to voters beyond the Democratic base and what the movement could mean for the future of American politics. Remember to vote: Request Absentee Ballots for US Citizens | VoteFromAbroad.org Join the Sibylline Media mailing list:https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram:https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn:https://www.linkedin.com/company/sibylline-ltd/ Follow us on YouTube:https://www.youtube.com/@sibyllineTV For more information, visit our website:www.sibylline.co.ukCover Image: Conlan Houston, CC BY-SA 4.0 <https://creativecommons.org/licenses/by-sa/4.0>, via Wikimedia Commons -
Why the Red Sea Could Be the Next Flashpoint 07.08.2026 18mA conflict on the Red Sea is heating up again and, like the Strait of Hormuz, could have massive implications for global supply chains. In this episode of What Just Happened?, Samuel McVicar is joined by Middle East, North Africa and Turkey Analyst Owen Williams to examine the sharp escalation in tensions between Saudi Arabia and Yemen's Houthi movement. Following fresh missile and drone attacks, threats against Saudi energy infrastructure and a renewed focus on the Red Sea, the discussion explores what is driving this deterioration and what it could mean for the region.Learn more about global chokepoints by requesting a copy of our latest report: https://sibylline.co.uk/report-request-global-chokepoints-assessing-cascading-impacts-and-preparing-for-future-shocks/ Join the Sibylline Media mailing list:https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram:https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn:Sibylline | LinkedIn Follow us on YouTube:https://www.youtube.com/@sibyllineTV For more information, visit our website:www.sibylline.co.uk #Yemen #SaudiArabia #Houthis #RedSea #PoliticalRisk #EnergySecurity -
The Global Chokepoint Challenge 05.08.2026 42mWhat did the Strait of Hormuz crisis reveal about the future of global security? More than many realise. In this special episode of What Just Happened?, Marco Giannangeli is joined by Professor Alessio Patalano of King's College London, former Royal Navy Commander Tom Sharpe OBE and Sibylline Geoeconomic Advisor Stewart Paterson to examine the strategic lessons emerging from one of the world's most important maritime chokepoints. The discussion explores why governments and businesses remain vulnerable despite decades of warning, how new technologies are changing the balance between navies and non-state actors and why economic resilience, military planning and international law are becoming increasingly intertwined. The panel also considers what the Strait of Hormuz teaches us about the future of global trade and the next generation of geopolitical risk. Request our latest Global Chokepoints report here: Report Request: Global Chokepoints - Assessing Cascading Impacts and Preparing for Future Shocks - S… Join the Sibylline Media mailing list:https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram:https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn:Sibylline | LinkedIn Follow us on YouTube:https://www.youtube.com/@sibyllineTV For more information, visit our website:www.sibylline.co.uk #Geopolitics #MaritimeSecurity #Hormuz #GlobalTrade #NationalSecurity #SupplyChains #PoliticalRisk -
The Future of the US-Europe Alliance 29.07.2026 24mThe transatlantic alliance has shaped global security for generations. But are the United States and Europe beginning to drift apart? In this episode of What Just Happened?, Marco Giannangeli is joined by Sibylline's Lead Europe-Eurasia Analyst Alexander Lord and Lead Americas Analyst Lewis Galvin to examine the future of one of the world's most important strategic partnerships. The discussion explores why economic and military decoupling is becoming a serious policy debate, how Washington's growing focus on China is reshaping its priorities and why Europe is being pushed to take greater responsibility for its own defence. The episode also examines what these shifts could mean for NATO, regional security and the future of Western cooperation. Join the Sibylline Media mailing list:https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram:https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn:Sibylline | LinkedIn Follow us on YouTube:https://www.youtube.com/@sibyllineTV For more information, visit our website:www.sibylline.co.uk #Geopolitics #NATO #Security #PoliticalRisk -
Ukraine's Leadership Shake-Up 24.07.2026 22mWhy would a president replace one of his most popular ministers in the middle of a war? In this episode of What Just Happened?, Samuel McVicar is joined by Sibylline's Eurasia Intelligence Analyst Karan Vassil to examine President Zelensky's controversial dismissal of Defence Minister Mykhailo Fedorov and what it reveals about Ukraine's political and military landscape. The discussion explores the reforms that made Fedorov one of the country's most prominent wartime figures, why his removal has triggered rare public protests and what the appointment of a new defence minister could mean for military operations, civil military relations and Ukraine's broader reform agenda. Join the Sibylline Media mailing list:https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram:https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn:Sibylline | LinkedIn Follow us on YouTube:https://www.youtube.com/@sibyllineTV For more information, visit our website:www.sibylline.co.uk #Zelensky #Geopolitics #RussiaUkraineWar -
Iraq: Can Baghdad disarm Iran-backed militias? 17.07.2026 23mFollowing Iraqi Prime Minister Ali al-Zaidi’s visit to Washington and talks with President Donald Trump, Marco Giannangeli is joined by Sibylline analyst Omar Khadr and Middle East expert Kyle Orton to examine whether Baghdad can bring Iran-backed militias under state control - and what that would mean for US-Iraq relations and Tehran’s influence. Join the Sibylline Podcast mailing list:https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review.You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram:https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn:https://www.linkedin.com/company/sibylline-ltd/ Follow us on YouTube:https://www.youtube.com/@sibyllineTV For more information, visit our website:www.sibylline.co.uk -
Ukraine: Can Putin avoid another mobilisation? 09.07.2026 26mUkraine's manpower shortage is well known. Russia's challenge is different: not finding more soldiers, but deciding how far Vladimir Putin is willing to go to recruit them. Marco Giannangeli is joined by Sibylline Lead Europe Analyst Alexander Lord and eminent Russia expert Professor Mark Galeotti to discuss the mobilisation dilemma that could determine the course of the war into 2027. Read Mark Galeotti's newest book Forged in War - a military history of Russia from its beginnings to today. Join the Sibylline Podcast mailing list:https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram:https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn:https://www.linkedin.com/company/sibylline-ltd/ Follow us on YouTube:https://www.youtube.com/@sibyllineTV For more information, visit our website:www.sibylline.co.uk -
Why the West Needs Turkey Again 03.07.2026 23mIn this episode of What Just Happened?, Marco Giannangeli is joined by Sibylline analysts Owen Williams and Lewis Galvin to examine why Washington is reconsidering Turkey’s return to the F-35 programme ahead of NATO’s summit in Ankara. They discuss Turkey’s cooling relationship with Russia, its enduring value to NATO, the limits of any rapprochement, and why concerns over democratic backsliding are being outweighed by harder strategic calculations. Join the Sibylline Podcast mailing list:https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram:https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn:https://www.linkedin.com/company/sibylline-ltd/ Follow us on YouTube:https://www.youtube.com/@sibyllineTV For more information, visit our website:www.sibylline.co.uk -
What China Learned from the Conflict in Iran 25.06.2026 21mIn this episode of What Just Happened?, Marco Giannangeli is joined by Dr John Hemmings, Senior Adviser to the Pacific Forum and Jonah Kaplan, Principal Asia Pacific Analyst at Sibylline, to examine what recent conflicts may be teaching China's military planners. Drawing lessons from the US, Israeli and Iranian conflicts, the discussion explores how Beijing is assessing American military capabilities, the growing role of artificial intelligence in warfare and the implications for future flashpoints such as Taiwan. The conversation concludes with an assessment of how these lessons could influence future Chinese strategy and the risks facing regional stability. Follow our guest, Dr John Hemmings:LinkedIn: https://www.linkedin.com/in/john-hemmings-38a342265/X/Twitter: @johnhemmings2 https://pacforum.org/ Join the Sibylline Podcast mailing list:https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram:https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn:https://www.linkedin.com/company/sibylline-ltd/ Follow us on YouTube:https://www.youtube.com/@sibyllineTV For more information, visit our website:www.sibylline.co.uk #China #Taiwan #IndoPacific #ArtificialIntelligence #Geopolitics #NationalSecurity -
The Iran-US Peace Deal 18.06.2026 29mIn this episode, Samuel McVicar is joined by Lead North America Analyst Lewis Galvin and Principal Middle East & Africa Analyst Megan Sutcliffe to unpack the recent Iran-US peace agreement and what it could mean for regional stability. They examine the reported scope of the agreement, including the 60-day ceasefire extension, nuclear negotiations, sanctions relief discussions and the reopening of the Strait of Hormuz to shipping. The conversation explores whether the deal represents a genuine diplomatic breakthrough or simply a temporary pause in hostilities. What Just Happened on YouTube https://www.youtube.com/@sibyllineTV Join the Sibylline Media mailing list https://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagram https://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedIn Sibylline | LinkedIn Follow us on YouTube https://www.youtube.com/@sibyllineTV For more information, visit our website www.sibylline.co.uk #Iran #USIranRelations #MiddleEast #Geopolitics #StraitOfHormuz -
Xi Jinping Visits Pyongyang 11.06.2026 23mIn this episode of What Just Happened?, Marco Giannangeli is joined by Alexander Lord, Lead Europe & Eurasia Analyst, and Jonah Kaplan, Principal Asia Pacific Analyst, to examine the significance of Xi Jinping's visit to North Korea and what it reveals about shifting power dynamics in East Asia. The discussion explores why China is reaffirming its relationship with Pyongyang at a time when North Korea is deepening ties with Russia. Marco, Alexander and Jonah assess the strategic importance of the visit, the growing cooperation between Moscow and Pyongyang and Beijing's efforts to maintain its influence over one of its most important neighbours. They also examine the implications for regional security, North Korea's expanding military capabilities and the wider geopolitical competition shaping the Indo-Pacific. As China, Russia and North Korea draw closer together, the episode explores what this could mean for the United States, its allies and the future balance of power in the region. What Just Happened on YouTube:https://www.youtube.com/@sibyllineTV Join the Sibylline Media mailing listhttps://mailchi.mp/sibylline.co.uk/podcastsignup If you enjoyed this episode, let us know by liking, subscribing or leaving a review. You can also contact us with any questions or feedback at info@sibylline.co.uk Follow us on Instagramhttps://www.instagram.com/sibyllineltd/?hl=en Follow us on LinkedInhttps://www.linkedin.com/company/sibylline-ltd/ Follow us on YouTubehttps://www.youtube.com/@sibyllineTV For more information, visit our websitewww.sibylline.co.uk #China #NorthKorea #XiJinping #Geopolitics #IndoPacific
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