The Buyers Show Up Before the Policy Lands
Five separate Chinese-European factory moves landed in April-May 2026: VW cutting 3M units of capacity, Geely talks for Ford Almussafes, Stellantis-Dongfeng $1.2bn Wuhan JV, SAIC/MG …
xbard
Tagged: Europe
xbard
Joint force model: Europe + Canada, minus US (open planning document)
This is a working planning document, not a finished argument. It maps the bloc current capability, the 2036 target, and the calendar of decisions required …
xbard
Eurenco: the small French company at the heart of European defence
Europe's munitions ceiling is set by a handful of energetic-chemistry plants, not by yards or steel. Eurenco is the state-controlled French company at the centre …
xbard
The post-American defence bloc that has no name
A defence bloc has been built in stages since June 2025: the Canada-EU Security and Defence Partnership, the SAFE accession, Macron's forward deterrence with eight …
xbard
Forward deterrence: what Macron actually said at Île-Longue
Macron's 2 March 2026 speech at the Île-Longue submarine base did four things at once: announced the first French nuclear arsenal expansion since 1992, stopped …
xbard