Industrial Policy
Geopolitics
Europe’s ‘Made in Europe’ Gambit Risks Fracturing Western Supply Chain Alliance
Brussels unveils local-content mandates as UK and allied partners warn of friend-shoring fragmentation
Energy
Markets
Carbon Capture’s Market Inflection: Rising Demand Meets Infrastructure Bottlenecks
CCS and DAC deployments surge across Europe and North America amid falling costs and multi-billion government subsidies, but regulatory delays and project cancellations expose gaps between ambition and execution.
Energy
Geopolitics
Gulf Capital Targets Europe’s Energy-Starved Aluminium Industry
Bahrain's Alba acquires Europe's largest smelter in strategic bid to leverage sub-$40/MWh Gulf power costs against European rates exceeding €85/MWh.