Thursday, September 24, 2026
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.
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Wednesday, September 23, 2026
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.
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Monday, September 21, 2026
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.
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Saturday, September 19, 2026
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.
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Friday, September 18, 2026
Modern warfare increasingly depends on an invisible digital layer connecting sensors, drones, cloud infrastructure, artificial intelligence and command systems. The Digital Battlefield examines why control over software, data and interoperability is becoming a fundamental question of European military sovereignty.
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Wednesday, September 16, 2026
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.
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Wednesday, September 16, 2026
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.
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Wednesday, September 16, 2026
Europe’s fruit industry made seasonal harvests predictable through processing, formulation, branding and distribution. As climate risk grows and ownership consolidates, its future depends on preserving the orchards, knowledge and productive capacity beneath that carefully engineered consistency.
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Tuesday, September 15, 2026
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.
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Monday, September 14, 2026
Italy’s CDP shows how household savings can become long-term strategic capital. But its scale also exposes Europe’s deeper challenge: connecting powerful national investment institutions without allowing capital, priorities and productive capacity to remain trapped within national borders.
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