Firstly, it's a much more public recognition of what was already widely understood: progress has been too minimal since March(!) On WA issues to allow for an Oct #EUCO conclusion
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That in turn means that there's a drop in pressure to bust a gut right now to get things moving (Not that anyone was very obviously so doing)
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That also implies that Raab's opening rounds of talks in past week haven't changed the basic dynamics, underlining No.10's centrality to the process
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And crucially, pushing back to Nov means less time for either ratification or more general dealing-with-problems, of which there will doubtless be more
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The big risk is that both sides are buying into a model of last-minute dealing, to deprive critics space to complain/derail.
Understandable, but risky given situation in HoC (and Cabinet for that matter)
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In short, this was probably inevitable, but doesn't mean it's not risky
/end
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Possibly more for me than for you, let's try to pull this week together a bit:
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Let's start with the EU side
Having largely kept heads down during conference season, yesterday's Tusk/Varadkar presser demonstrated that EU is keeping the pressure on
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The tension seems to be between COM/EUCO and IE, as @pmdfoster explained well yesterday: IE making conciliatory noises, central EU bodies pushing EU integrity line
Back in Sept, there was much talk about this being a crunch point in the UK debate, as May would come under fire for Chequers and there would be scope for changes/realignments/whatever
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Certainly that first bit has happened, with numerous op-eds over the weekend and assorted fringe events (inc. yesterday's Johnson speech)
3/