Browsing Tag
European Union
143 posts
Korea sells the guns Europe forgot how to build, and Europe is now manufacturing the shells that feed them
Korea won the howitzer race. Europe quietly took the shell economy. The artillery market is not a contest, it is a co-dependent NATO supply chain.
May 17, 2026
The Turnberry Agreement: Inside the asymmetric United States and European Union trade framework now under strain
Brussels accepted a 15 per cent tariff ceiling for stability. Trump just breached it. The Turnberry Agreement was the floor, not the deal.
May 3, 2026
Turnberry Agreement under strain: Trump hikes European Union car tariffs to 25% from next week
European Union autos face a 25 per cent United States tariff next week. Brussels says it complied. Trump says it did not. The Turnberry deal hangs in the balance.
May 3, 2026
Why Europe is placing its biggest tank and IFV orders since the Cold War ended
Germany abandoned heavy armour for two decades. Now Berlin and Rome are placing the largest tank and IFV orders in Europe since the Cold War.
May 1, 2026
How China’s lithium processing dominance is forcing the West to rethink industrial policy
The West has lithium mines and battery ambitions. China still controls the refining layer that turns critical minerals into real industrial power.
May 1, 2026
Why lithium price volatility is becoming the biggest threat to Western battery material projects
Lithium is strategic, but prices still swing like a commodity. Western projects now face the gap between policy ambition and bankable returns.
April 30, 2026
Can North America build a mine-to-battery lithium chain without relying on China?
North America has lithium ambition, but China still dominates processing. The real test is turning mines into battery-grade supply.
April 29, 2026
Brussels orders Google to open Android to rival AI assistants in DMA interoperability draft
Google reserved Android's AI hooks for Gemini. Brussels now wants rival assistants to run native tasks too, with binding measures due within six months.
April 29, 2026
Can Europe’s Critical Raw Materials Act turn lithium projects into bankable infrastructure?
Europe wants lithium sovereignty, but projects still need bankable economics. The Critical Raw Materials Act now faces its financing test.
April 28, 2026
Why lithium converters matter more than mines in the next phase of the EV supply chain
The West has lithium, but China still dominates processing. Lithium converters may decide who really controls the EV battery supply chain.
April 27, 2026