Defence & Deterrence: Germany’s Navy says it has successfully tested Israel’s Lora missile system from frigates in the North Atlantic, paving the way for a procurement push as it extends naval missile range beyond 500km. Industrial Policy & Trade: The US-Canada tariff fight escalates again, with Trump doubling duties on Canadian cars/parts/steel to 50% from Jan. 1, 2027, while Canada retaliates from Sept. 8—an immediate risk to North American supply chains that touch European manufacturers too. Automotive Supply Chain: Chinese supplier YFore opens a North American plant in Georgia, producing digital key units locally as it shifts toward “local excellence” for resilient, faster OEM deliveries. Advanced Packaging & Semiconductors: Electroninks, Merck and Qualipoly form a partnership with a Merck application lab inside Qualipoly to speed advanced packaging development and deployment. Manufacturing Tech & Productivity: John Deere launches “JD,” an AI assistant that answers farmers using their own machine and field records inside its Operations Center. Markets & Energy Shock: Middle East strikes lift oil and push global yields higher, weighing on equities and adding cost pressure for European industry. Aerospace Labour: Airbus will bring a new offer to unions next Thursday after an ongoing Spanish strike remains unresolved, keeping production risk in focus.