This edition highlights: Belgian-Dutch Argenx’s deal for California’s Unnatural Products, worth up to $1.15 billion, as European biotechs buy US discovery platforms. EU governments’ backing for a one-year delay to methane rules on energy imports, a reprieve for US LNG exporters. Microsoft’s decision not to expand its Texas AI deal with UK-based Nscale ahead of […]
This edition highlights: Audi’s planned $4 billion first US factory in Georgia, showing how tariffs are pushing European carmakers and their suppliers to build in America. Denmark’s order of US start-up Covenant’s German-made cruise missile, pointing to a new model of US defense technology produced in Europe for European buyers. Barilla’s $750 million takeover of […]
This edition highlights: Airbus and Kratos’s first European flight of the US-built Valkyrie combat drone, a test of how Europe can pair American platforms with sovereign systems as its defense spending rises. Bayer’s $2.2 billion drug plant in Ohio, the latest sign of European pharmaceutical investment moving across the Atlantic under US tariff pressure. Schneider […]
This edition highlights: U.S.–China tariff cuts reshaping competitive pressures for European exporters across key consumer and industrial sectors. TotalEnergies’ boost to shareholder returns as surging oil prices strengthen the outlook for European energy companies. SpaceX’s Starship reaching orbit, highlighting Europe’s push to develop a competitive satellite sector. Nvidia’s record $150 billion buyback, reflecting the extraordinary […]
Cette édition met en lumière : L’introduction en bourse potentielle d’Anthropic à 2 000 milliards de dollars et l’intensification du débat sur la sécurité de l’IA, la réglementation et la responsabilité des entreprises. L’élan des dirigeants technologiques européens pour renforcer EU Inc. et faciliter le développement des entreprises à l’échelle du marché unique. Le projet […]
Cette édition met en lumière : Les pressions réglementaires et concurrentielles croissantes de la fast fashion aux États-Unis et en Europe, alors que les débuts de SHEIN à Hong Kong déçoivent. Le renforcement de la surveillance européenne des principales plateformes numériques et des services d’IA dans le cadre du Digital Services Act. L’élan croissant de […]
This edition highlights: Europe’s intensifying heat waves and the rising economic costs of climate adaptation. AI’s infrastructure bottleneck as data centers face mounting energy, climate, and policy constraints. Europe’s push for a sovereign digital euro to reduce reliance on U.S. payment networks. Global shipping disruptions driven by tariff frontloading and geopolitical uncertainty.
