EU–China Policy Rift: Germany and Spain are pushing back on EU plans to restrict Chinese tech suppliers for telecom networks, underlining a wider split between pragmatic trade ties and political “securitization.” Sanctions & Industry Fallout: Ireland’s Aughinish Alumina—owned by Rusal—has reportedly shipped most alumina to Russia (83% in Q1 2026), challenging Dublin’s case that EU sanctions would hurt Europe more than Moscow. Defense Manufacturing Push: India’s Navy chief says Project 75(I) will field the first AIP-equipped submarine by 2033, with technology transfer and domestic build; separately, Ukraine is aligning sanctions with EU decisions targeting Russian and linked firms in defense-linked sectors. Mobility & Rail Capacity: Alstom’s SNCF TGV M is set to increase second-class seating (up to 740 in some configurations) by reshaping onboard equipment. Solar Supply Chain: DMEGC Solar will showcase higher-power INFINITY RT 3.0 modules at Intersolar Europe 2026, citing efficiency gains from advanced encapsulation. Industrial Automation Showcase: A Tianjin expo highlights embodied AI and humanoid robotics as manufacturing accelerators, with hundreds of international firms attending.