Will Europe's industrial manufacturing sector maintain its global competitiveness in 2025? Trade tariffs, supply chain vulnerabilities, and new regulations are creating a complex landscape for capital and maintenance spending.
In this episode of Navigating the Currents of Change, Shaheen Chohan, VP of Global Analytics, and Sebastian Koot, European Regional Manager for Industrial Manufacturing, explore the key spending trends shaping the industry. They discuss major investments in sectors like automotive, semiconductors, and data centers, and analyze how innovations in AI and renewable energy are driving change.
Key insights covered:
In this episode of Navigating the Currents of Change, Shaheen Chohan, VP of Global Analytics, and Sebastian Koot, European Regional Manager for Industrial Manufacturing, explore the key spending trends shaping the industry. They discuss major investments in sectors like automotive, semiconductors, and data centers, and analyze how innovations in AI and renewable energy are driving change.
Key insights covered:
- How EU carbon neutrality regulations are reshaping the automotive sector and accelerating the shift to electric vehicles.
- Why Europe's battery manufacturing is struggling to meet demand, leading to a heavy reliance on Asian suppliers.
- The uneven progress of reshoring semiconductor manufacturing and its impact on chip supply chains.
- Why data center investments are booming, but legacy hubs face significant congestion challenges.
- How potential trade tariffs may force European car manufacturers to shift investment strategies toward the US.
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*This episode is brought to you by Industrial Info's Latin American Office in Argentina
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