Investigations / AU

The forecast ledger

Thirty-eight dated propositions from a corrected Europe forecast.

The source essay replaces vague predictions with propositions that carry a date and an outcome that can be checked. These probabilities are revised subjective judgments, not observed frequencies.

38 propositions

Revised Europe forecast ledger
PropositionDomainByRevised probability
Another member state formally triggers Article 50Institutions20328%
Treaty change extends qualified-majority voting to foreign policyInstitutions203630%
A formal multi-speed structure is adopted in lawInstitutions203645%
At least one new member state accedesInstitutions203655%
Article 7 voting-rights suspension is actually appliedInstitutions203212%
A directly elected EU executive is establishedInstitutions20365%
The EU is dissolved or reduced to a non-functioning shellInstitutions20363%
The euro area enters technical recessionMoney202955%
Italy–Germany spread holds above 300 bps for 20 trading daysMoney203222%
A euro member restructures debt with private-sector lossesMoney203612%
Any state leaves the euroMoney20364%
A permanent common debt instrument beyond NextGenerationEUMoney203650%
Inflation stays above 3% for twelve consecutive monthsMoney202935%
A universal basic income is adopted at Union levelMoney20362%
EU unemployment exceeds 9% in any monthWork203225%
EU unemployment exceeds 15% in any monthWork20323%
EU youth unemployment exceeds 20% in any monthWork203230%
General strikes in three or more states within twelve monthsWork203240%
A four-day week becomes the norm in any member stateWork20368%
An EU-level job guarantee programme is adoptedWork20367%
Three or more states legislate a retirement age of 68 or higherSociety203645%
A state defaults on or haircuts contracted pension entitlementsSociety20367%
The EU fertility rate falls below 1.30Society203260%
Schengen controls in five or more states for six months at onceSociety203255%
Schengen is formally suspended or dismantledSociety20365%
A common asylum system with functioning mandatory relocationSociety203620%
Renewables exceed 70% of EU electricity across a full yearEnergy And Technology203645%
A headline 2030 or 2040 climate target is weakened or delayedEnergy And Technology203255%
Emergency energy rationing in three or more member statesEnergy And Technology203218%
A cyber-attack causes 24 hours or more of lost essential serviceEnergy And Technology203250%
An EU firm ranks among the top five frontier AI developersEnergy And Technology203215%
The Ukraine war ends in armistice, settlement or a frozen lineSecurity202965%
A direct, acknowledged Russia–NATO armed exchange occursSecurity203222%
Article 5 is formally invokedSecurity203210%
The United States formally withdraws from NATOSecurity20328%
US forces in Europe fall more than 30% below 2025 levelsSecurity203245%
EU average defence spending exceeds 3.0% of GDPSecurity203255%
A nuclear weapon is detonated in conflict anywhereSecurity20364%
How should these numbers be read?

The values were extracted from the published AU forecast graphic. They are the author’s revised estimates. Some outcomes still need a fuller resolution rule; the original essay discusses the weaknesses of undefined forecasts. The dated proposition and probability are preserved here without inventing an earlier estimate.

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Source and status: AU essay and embedded forecast graphic, 30 August 2026. Values are subjective and should be scored at their resolution dates.