AGP Executive Report
Last update: 7 hours agoSemiconductor Push: Infineon opened a new Dresden plant after a €5bn investment to expand power-chip output, underlining Europe’s drive for tech autonomy. Steel ETS Fight: SSAB and Salzgitter joined other low-carbon steelmakers in urging the EU to keep tightening the ETS, warning that any rollback would cut investment certainty. Transatlantic Trade Pressure: An IW study said EU-US goods trade hit a record €875bn, but car and parts exports fell sharply in 2025, with Germany hit hardest. Defense Industrialisation: Ukraine secured about $23m to expand domestic explosives production under Brave1, while Ukraine and Sweden agreed a phased Gripen transfer starting early 2027. EV Competition: BYD overtook Tesla again to lead global EV deliveries, with Hungary sales surging in the first half of 2026. Hydrogen Infrastructure Testing: Germany’s BAM launched a living lab for hydrogen pipeline materials and manufacturing/repair processes, supporting a 9,000km network plan by 2032. Regulatory & Market Signals: EU top courts upheld record Google Android antitrust fines, and EU trade rules tightened on low-value parcels and steel amid China tensions.
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