Policy

Industrial strategy, trade, and the state as a customer and a bottleneck.

October 2026

Now · Policy

France and Germany back a 90% car CO₂ cut for 2035 in return for tougher Made in Europe rules

The two governments want carmakers spared offsets for the last 10% of the 2035 target. In return, cars bought by public bodies or with public subsidies would have to pass a stricter Made in Europe test, and the UK could qualify on conditions.

The Industrial Brief · 17 Oct 2026 · 2 min

September 2026

Now · Policy

OMB asks who can make the 86 essential medicines in the United States

Friday’s Federal Register notice is a request for information, not an award. Replies are due 26 October. It covers the finished dose, the active ingredient and the starting material, in the United States or near shore.

The Industrial Brief · 26 Sept 2026 · 3 min

News · Policy

Reshoring a pharmaceutical plant takes years

Onshoring agreements can be signed in a quarter. Validated plants, qualified suppliers, and dual-sourced APIs cannot. The calendar is chemical, not political.

The Industrial Brief · 19 Sept 2026 · 5 min

News · Policy

US duties shut Indian solar plants out of their biggest export market

As China’s solar capex collapsed, India’s share of global manufacturing investment jumped. Preliminary US countervailing duties then shut the largest export market. Plant plans now need a different customer.

The Industrial Brief · 10 Sept 2026 · 5 min