Well, I suppose some commentary on the builds is in order, as there were a few builds that were surprising to see. However, it's prudent of me to continue commentary from strongest position in each sphere of influence to the weakest.
England at #1: With two fleets coming in at Lvp and Lon, even Ray Charles could have said that they're destined for French waters. He's in a good position to gain traction against F and even more so if he can make landfall someplace. The huge drawback to his plan, and I mean huge, is the Danish army. Sure it gave him a second build but it's way out of position. In order to move it, he must neglect the center altogether giving more power in the hands of Germany than what he needs to be giving him especially in light of the builds. The army in Denmark can only affect Germany and only if France is on board for the fight. I will give a split prediction for the coming year. If he can find an ally in Germany and swing things in his favor, I see a build at Brest in the works. If not, then I see England at -1 unit with the loss of Denmark, possibly at -2 if he loses Scandinavia as well.
Germany at #2: Yes, Germany suddenly vaulted to the #2 spot and is bordering on the top spot in the west. He has the pick of the litter in terms of alliances and both favor him more than his ally. Currently poised for a F/G, the tide could turn on a surprising twist to become a E/G. His builds were sound and maintain versatility. For the coming year, if he maintains working with the French I expect to see a build from Denmark but if he switches, I don't foresee any builds this year but poised to take Paris or Marseilles next year and the other in the following one.
France at #3: Clearly he's headed to English waters but I think it's a slow idea to build two fleets because it's a full year or more out of the action having to go around the peninsula. Second, France is banking his chips on a 'play nice' Germany but if he blitzes France's eastern border, the fleets will be powerless to stop him from forcing their way into Burgundy which is no place that France wants an army. While it's true that France *can* hold off England and Germany even with an enemy piece in Burgundy, it's only by having an extra army in there someplace to do the job.
Even if you are banking on a German ally, it's still a better idea to get the fleet/army combo because 1) France will need armies on the English Island in order to gain footing but still maintain a land force to defend himself 2) it's much easier to use a diplomatic approach with England if things go awry and 3) all those fleets are going to simply get bunched up with all the English fleets in the water. Next year I see no builds and possibly a loss of Brest if things go badly.
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For the east
Italy at #1: He is in the strongest position and by no small matter. Although he could lose Trieste, he could very reasonably negotiate his way to keeping it in turn for an Austrian alliance. If things go well, he could see yet another build but the worst-case scenario would be that he simply maintains. He might lose Trieste but gain Greece or even keep Trieste for another year and gain a Turkish center. Overall, however, I predict no builds but poised to gain next year.
Austria at #2: But this is a fragile #2. He's going to have to do some fast talking in order to simply maintain and he could slip to the #3 spot at the year's end unless things change. He won't slip to #4 because of his stronger position than Turkey going into the next season and I wouldn't be surprised to see him ignore the Italian presence to focus solely on Turkey or Russia this year in order to maintain his current standing. I predict either no builds but a stronger position for next year or the loss of a center and a weaker position.
Russia at #3: The army build in St Pete looks like it's poised to maintain. It's obviously not anti-English completely but could snag the remainder of Scandinavia in the brewing western war but is making strong points that it has no commanding stakes to be had in the north and his focus is on the south at the meantime. I expect to see Russia in a stronger position in the coming year no matter what he does with his units. He could help dismantle Austria for 1 build or even attack the Turk for the same results. If Austria decides to maintain his prior course, he could simply maintain the number of units he has on the map but have a weaker spot in the south but I don't think that's going to happen. I do expect to see 1-2 builds for Russia in the coming season unless he bungles it with poor diplomacy.
Turkey at #4: His position is a bit awkward. His control of the Black Sea is intended to strengthen himself against Russia but the fleet build was a stretch. I don't really see much use coming out of the unit because Italy will command the southern waters no-contest. Also, the fleet build means that his backside is totally undefended. If Russia strikes, he has to guess at what happens. If he works to maintain control of the Black Sea, Russia could slip in behind him with his armies but if he moves to bounce such a move and Russia simply moves his fleet into the BLA then his position is equally poor. Given all this, though, he could make ground with Austrian support yet again into Rumania if Austria will have it. It's difficult to predict anything for Turkey in the coming season but it depends solely on Austria. If A decides to ditch Turkey and instead ask Russia for Bulgaria then his position will drop, but if he can get Austria on his side, he could maintain or even see a build in the coming season.
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In closing, things to look for in the west is what happens with Germany and who will be the strongest voice in his ear. My original prediction was that Germany would be stale but he has startlingly turned that around. The second thing to look for is how much influence Russia wants to make in the north. This coming season will either be very dull or it will create fireworks.
In the east, things are getting tense. The diplomatic waters will go from simmering to boiling and a lot of centers could be changing hands and there are going to be some very interesting results any way you roll the dice. The questions to have are where does the Italian army at Tunis make landfall and who is Austria going to work with in the coming year because he definitely won't be out any allies and might even gain a pocket-ally along the way.