Skip to content
Briefings are running a touch slower this week while we rebuild the foundations.See roadmap
Iran Conflict 2026
25MAY

Brussels keeps Google DMA replies sealed

2 min read
13:55UTC

The Commission's public consultation on Google's DMA Article 6(11) search-data obligation closed on Friday 1 May; Brussels has not published the submissions, citing Alphabet's right of reply.

← Back to Two markets, two prices on one Iran dealJump to analysis ↓
ConflictDeveloping
Key takeaway

Brussels has sealed the Google DMA submissions until the binding decision lands on 27 July.

The DMA.100209 public consultation on Google's search-data sharing obligation closed on Friday 1 May 1. The European Commission has not published the submissions, citing Alphabet's right of reply. The consultation was opened on 16 April on the back of the preliminary measures the Commission served on Alphabet ; the binding decision is due Monday 27 July.

The sealed submissions are the only public window onto how rivals, advertisers and search-data clients argue the Article 6(11) interoperability test. Holding them back until Alphabet replies narrows what civil society and Brussels press can scrutinise before adoption. The 27 July ruling lands three days after the United States Trade Representative's Section 301 final determination on EU digital rules . The order in which those two outputs arrive, and what Washington says about tariff posture in between, is the political weather under which Brussels writes the EU's first cloud-AI gatekeeper remedy.

Deep Analysis

In plain English

One of the EU's rules for large tech companies (the Digital Markets Act) requires Google to share its search data with rival search engines and comparison services, so competitors can improve their products. A public consultation on exactly what data Google must share closed on 1 May 2026. Normally, the Commission publishes consultation responses so the public can see what companies and civil society said. In this case, it has not done so yet, citing Google's legal right to respond to any submissions before they are published. The binding decision on what Google must actually do is due on 27 July 2026. The sealed submissions mean no one outside the Commission currently knows the arguments Google has made in its defence, or what its rivals have demanded.

Sources:OFAC / US Treasury·OFAC / US Treasury·Al Jazeera
Mentions:European Commission →Google →Digital Markets Act →Meta →United States →Section 301 →Alphabet →Washington →Apple →Amazon →European University Institute →DMA.100209 →USTR →
First Reported In

Update #4 · CISPE moves first; Brussels misses again

OFAC / US Treasury· 7 May 2026
Read original →
Causes and effects
Caused by
DMA clock starts toward six-day AI Act collision
The DMA.100209 consultation closure on 1 May is the next procedural step after the Commission opened the Google search-data consultation on 16 April; the Commission's withholding of submissions advances the file toward the 27 July binding decision.
Occurred 16 Apr 2026
Read story →
This Event
Brussels keeps Google DMA replies sealed
The withheld responses are the only public window onto how Commission rivals and clients argue search-data interoperability before the binding decision lands on 27 July.
Different Perspectives
Lloyd's of London
Lloyd's of London
The Joint War Committee left Hormuz war-risk premiums at $10-14 million per voyage on 25 May, declining to move on Brent's 5% fall. The JWC's protocol requires a UN Security Council resolution or bilateral government certification letter before de-listing, and neither has arrived: a verbal understanding does not satisfy the formal condition the reinsurance market's treaty terms require.
Gulf Arab producers
Gulf Arab producers
Saudi Arabia and UAE depend on Hormuz for their own crude exports; Aramco CEO Nasser has warned no oil market recovery arrives until 2027 if the blockade continues past mid-June. Monday's $98.96 Brent settlement shortens nothing for Gulf producers without a signed instrument and a Pentagon mine-clearance timeline that runs up to six months post-ceasefire.
Qatar
Qatar
Qatar holds $12bn of frozen Iranian assets at the centre of the sequencing dispute but cannot release them without explicit US Treasury authorisation, given the original freeze was a US instrument. As the asset-holding state, Qatar's leverage is real but passive: it is the escrow holder, not the decision-maker, and any resolution requires US Treasury sign-off that Trump has withheld.
Pakistan
Pakistan
With both Prime Minister Sharif and army chief Munir simultaneously in Beijing on 25 May, Pakistan has for the first time consolidated its civilian and military mediation tracks under China's roof. Munir's direct Tehran-to-Beijing flight signals that the security and financial threads of the sequencing problem are now being worked in parallel rather than sequentially.
China
China
Beijing hosted Pakistan's principal mediators and Iran's China envoy Ghalibaf simultaneously on 25 May while its banking regulator capped new state-bank lending to five sanctioned refiners. China is simultaneously the most credible third-party underwriter of the $12bn sequencing and the state whose institutions face live OFAC secondary-sanctions exposure if the deadlock persists through GL V's expiry.
United States
United States
Trump posted on 24 May that the blockade holds until a deal is certified and signed, ruling out the informal MOU structure both sides had been building. The 'certified, and signed' condition is the first operational bar Trump has attached in 87 days, but it arrived without an executive instrument, maintaining the gap between posted ultimatum and signed US policy.