The Briefing:
Regulatory intelligence & supply chain resilience

Analysis of US trade recalibration, the repurposing of battery infrastructure, and the surging European demand for electric vehicles.

Analysis of the EU steel safeguard updates, the end of the Orbán era in Hungary, and the surging demand for EVs amidst global fuel shocks.

Analysis of the inaugural CBAM pricing, energy price volatility in Europe, and the integration of satellite-led environmental enforcement in Brazil.

Analysis of the 15% EU-US tariff agreement & US energy strategy shifts. Strategic observations for leaders managing trade volatility and material scarcity.

March 2026 CBAM deadline & the Hormuz crisis: Strategic intelligence for leaders navigating new regulatory enforcement and raw material volatility.

Strategic intelligence on EU ETS, supply chain de-risking, and compliance risks as the OEM market pivots toward energy storage solutions.

Analysis of the Strait of Hormuz disruption & the ‘Made in Europe’ battery scale-up. Expert intelligence on CBAM, rare-earth deficits, and USMCA tensions.

Analysis of the EU Omnibus I sustainability reset & China’s looming vehicle export surge. Intelligence on rare-earth curbs & US copper processing gaps.