Casting Euro’s Anchor: Why Europe Needs Its Own Sovereign Asset Now
The EU has quietly become one of Europe’s largest bond issuers. Whether that ambition hardens into something permanent or fades once the crisis money runs out will define the euro area’s financial future.
How Digital Product Passports Can Map Europe’s Supply Chain Dependencies
The EU’s supply chain policy will remain reactive unless it builds a clearer system for seeing where product-level dependencies actually sit.
Only a Region-Wide Strategy Can Solve the EU’s Pipeline Chokepoint In the Caucasus
In actively diversifying its energy and infrastructure since 2022, the EU has, in effect, pooled its operational risk into three partners in the South Caucasus, even as their political paths head in starkly different directions. What is at stake is not only regional connectivity but the structural coherence of the EU’s post-2022 energy security agenda.
Reshaping the EU’s Trade and Industrial Policy To Protect Emerging Critical Industries
The EU has identified the critical industries it needs for economic security, but not how to effectively protect those that are being established. Its trade defence instruments were designed to protect industries in decline, not the developing and not-yet-established industries its strategy now prioritises.
Green Electrification Diplomacy: A Credibility Test for the EU
The EU’s external energy partnerships will be credible only if they create tangible benefits for partner countries, rather than new dependencies.
Towards A Coordinated Framework Out of Europe’s Gas Dependency
Europe’s grid system cannot function without gas-fired plants that are becoming commercially unviable. Having shifted from Russian pipelines to diversified LNG supply, the EU now faces a deep gas dependency — one it has built into its own grid architecture.
Beyond Trade Defence: Europe Needs a Strategy Against Chinese Overcapacity
China’s industrial overcapacity is creating a competitiveness trap for the EU. Cheap supply lowers costs today, but weakens the industrial capacity and political room Europe needs to de-risk tomorrow.
Europe’s Energy Lifeline: Where Does the Continent Go for Fossil Fuels?
Europe needs fossil fuels. The question then is where, and from whom, Europe will get them.
After 50 Years of Trade, Europe Has Learnt to Manage Its Expectations of China
For fifty years, Europe pursued China with the conviction that trade would beget liberalisation; the last decade has been the slow, costly process of revising that assumption.
Migration Alone Won’t Solve Europe’s Labour Problem
Migration has long been framed as the solution to Europe’s labour shortages and demographic challenge. Yet why do millions of jobs across the EU remain unfilled even as many working-age migrants remain underemployed or excluded from the labour market? Europe’s labour problem is becoming less about labour supply and more about its ability to absorb and integrate workers effectively.
Hungary’s Post-Election Economic Rally
Markets are hungry for Hungary. Last month’s electoral upset has yielded early-stage economic ripples. Impacts are being felt across the stock markets, bond markets, and forex markets.
Poland’s Rise as Europe’s New Technological, Economic, Military Power
Poland’s post-communist rise to one of Europe’s fastest-growing economies represents a profound structural transformation.
