AGP Executive Report
Last update: 7 hours agoHealthcare & Biotech: NICE has recommended Henlius’ PD-1 inhibitor serplulimab (Hetronifly®) for routine NHS use in England and Wales for extensive-stage small cell lung cancer, supporting use with standard chemotherapy. Industrial Policy & Energy: France’s economy stayed flat in Q2 (0.0%), with exports rebounding on aeronautics and consumption improving, but the outlook remains pressured by external shocks and budget strain. Manufacturing & Supply Chains: A new Morocco plant from China’s Sanlian Forging will make precision-forged automotive parts and vehicle electrical/electronic equipment in Tangier, adding momentum to the country’s auto supply ecosystem. EV Market Signals: Europe’s BEV registrations jumped 51% year-on-year in July, lifting BEV share to 26% of the market, while plugin hybrids grew more slowly. Critical Minerals: A “mineral corridor” analysis argues the next industrial power game is won by processing and manufacturing ecosystems, not just mines—highlighting China’s dominance in refining and integration. Defense-Industrial Angle: Poland received five more F-35A jets, expanding its Air Force fleet under the Harpia procurement.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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