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A minority government needs more than enough votes to pass a budget. This briefing sets out five ways the Netherlands could build a durable agreement: shared evidence, meaningful opposition input, time-bound reforms, deliverable investments and a clear European strategy.
Europe already possesses many of the foundations of an electro-powered economy. The challenge is no longer simply building more generation, companies or infrastructure, but connecting these strengths into one functioning continental energy architecture.
ASML sells virtually no chipmaking machines in Europe. The demand exists, but remains fragmented across industries. Europe’s semiconductor challenge may therefore be less about building fabs than about turning its own companies into coordinated anchor customers.
Europe already has the money and public institutions needed to support new factories, energy networks and battery plants. The challenge is getting them to work together so private investors can join promising projects before every risk has disappeared.
Europe needs Ericsson to preserve technological agency, but Ericsson needs global markets to remain relevant. The company’s strategic value lies not in technological isolation, but in keeping Europe influential inside the standards and architectures shaping worldwide communication.
Europe already possesses many of the companies, technologies and industrial sectors needed to sustain a semiconductor market. The challenge is no longer only building fabs, but connecting demand across mobility, energy, healthcare, telecom, aerospace and AI infrastructure.
Europe’s Scaleup Fund is beginning to do more than finance individual companies. With six investments completed and more than 100 firms in the pipeline, it may be creating the late-stage capital layer Europe has long lacked.
Europe’s sovereignty debate is becoming more concrete. Grids, critical materials, capital, computing and security institutions now sit at the centre. The harder test is whether Europe can turn this emerging machinery into operational capacity at continental scale.
Six investments in, Europe’s Scaleup Europe Fund is moving from institutional design to market execution. The next test is harder: whether its capital can mobilise markets, attract institutional investors and keep strategic European companies anchored as they scale.
Europe’s investment union may already exist in pieces. National promotional banks, the EIB Group and private investors are building shared financing structures. The institutions are connecting faster than the fragmented markets, rules and savings systems beneath them.
