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Articles tagged “industrial policy”

3 articles found

The Lazarus Cycle: Why a US Solar Cell Manufacturer Keeps Rising from the Dead and What It Means for the Supply Chain
The Insight

The Lazarus Cycle: Why a US Solar Cell Manufacturer Keeps Rising from the Dead and What It Means for the Supply Chain

In April 2026, a US solar cell manufacturer reportedly emerged from bankruptcy or closure for a second time. This event is not a simple business turnaround story; it is a symptom of a structural tension in the clean energy economy. This article moves beyond the headline to examine the hidden economic logic behind repeated 'resurrections' in the solar manufacturing sector. We analyze the role of policy lifelines, the gap between domestic production ambition and global pricing pressure, and the long-term implications for supply chain resilience. By treating the manufacturer as a case study in industrial policy and market failure, we reveal patterns that investors, policymakers, and energy strategists cannot ignore.

us solar manufacturingsolar cell bankruptcyclean energy supply chain
Beyond the $5 Billion Lifeline: The Strategic Calculus Behind Preserving US Hydrogen Hubs
Power Energy

Beyond the $5 Billion Lifeline: The Strategic Calculus Behind Preserving US Hydrogen Hubs

The US government's decision to preserve $5 billion in funding for hydrogen hubs is more than a simple budget line item; it's a strategic bet on America's energy and geopolitical future. This analysis moves beyond the headline figure to explore the underlying industrial policy logic, examining why hydrogen hubs were prioritized for preservation over other projects. We investigate the long-term implications for domestic supply chains, the race for technological leadership against international competitors, and the delicate balance between energy transition goals and economic resilience. The move signals a commitment to building foundational infrastructure for a clean hydrogen economy, positioning these hubs as critical testbeds for scaling production, storage, and distribution.

hydrogen hubsus government fundingclean energy
Beyond the Battlefield: Why Europe''s Defense Industry is Turning to the EIB for Energy Security
Power Energy

Beyond the Battlefield: Why Europe''s Defense Industry is Turning to the EIB for Energy Security

European defense contractors are seeking support from the European Investment Bank (EIB) to navigate the ongoing energy crisis, revealing a critical vulnerability at the intersection of national security and industrial policy. This move signals more than a short-term operational challenge; it highlights a systemic dependency where the production of military assets is threatened by volatile energy markets. The article explores the strategic implications of this dependency, questioning the resilience of Europe's defense industrial base and examining whether the EIB's involvement marks a new phase of 'securitized' industrial policy. We analyze the long-term risks to supply chains, the potential redefinition of the EIB's mandate, and what this means for European strategic autonomy in an era of geopolitical competition.

european investment bankdefense industryenergy crisis