Industrial Policy
India’s $800M Bet on Rare Earths: A New Magnet for Global Investors?
India is launching a bold $800M plan to produce rare earth magnets, aiming to challenge China’s dominance and secure its place in the global tech economy.
Europe’s Trillion-Dollar Battery Dilemma: Why Local Content is the New Gold Standard
Europe’s EV future hinges on securing its battery supply chain. Industry leaders demand local content rules to compete with China and the US.
A £150 Million Gamble: Is the UK’s Ineos Deal a Strategic Masterstroke or a Costly Lifeline?
The UK’s £150mn investment in Ineos’s Grangemouth plant is a high-stakes bet on Britain’s industrial future and a key test for green finance.
Steel Over Startups: Decoding the UK’s High-Stakes Pivot in Industrial Strategy
The UK government has scrapped its steel innovation fund, pivoting to support major producers. This article analyzes the economic impact and what it means for investors.
UK’s £420M Industrial Lifeline: A Necessary Boost or a Drop in the Ocean Amidst Energy Profit Debates?
The UK’s £420M energy bill cut for heavy industry sparks debate. Is it a vital lifeline for the economy or a stopgap amid calls to tax energy profits?
UK’s £420M Industrial Lifeline: A Strategic Investment or a Costly Stopgap?
The UK government is cutting energy bills for key industries by £420m. We analyze the impact on the economy, finance, and the stock market.
The State Strikes Back: Why the Nexperia Takeover Signals a New Era for Global Investing
The potential Dutch state takeover of Nexperia signals a new era of state intervention, reshaping global finance, investing, and the stock market.
A Green Giant Stumbles: Why Vestas’ Polish Pause Signals a Storm for European Wind Energy
Vestas’ halt of a Polish turbine plant reveals a crisis in Europe’s wind sector, hit by inflation, high rates, and flawed policy.