I wrote a new piece for foreign policy.
The US's postwar role as guarantor of Europe’s security is over – and may even turn adversarial. But Europe has an overlooked trump card.
When it comes to manufacturing Europe blows the US out of the water.
Thread.
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https://foreignpolicy.com/2025/03/07/europe-heavy-industry-trump-us-competition/
The US's postwar role as guarantor of Europe’s security is over – and may even turn adversarial. But Europe has an overlooked trump card.
When it comes to manufacturing Europe blows the US out of the water.
Thread.
1/
https://foreignpolicy.com/2025/03/07/europe-heavy-industry-trump-us-competition/
Comments
Good to see more and more of this kind of thinking from a EU of strength position.
Thanks!
Funny how that seems to have been forgotten by Trump / Vance. 🤔
“Ukraine began its involvement in the Iraq War on 5 June 2003, shortly after the 2003 invasion of Iraq. As part of the Multi-National Force”.
#Trump
#Vance
#Zelensky
https://en.wikipedia.org/wiki/Ukrainian_involvement_in_the_Iraq_War?wprov=sfti1#
For primary/heavy industry to be competitive, we need cheap, co2-free energy & energy independence, eg a nuclear power revival in EU (as in China & US, both plan 200GW new nuclear).
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Thats why data centers & owners of NPPs in US now team up, so new datacenter is placed close to the nuclear plant, & why both China & US has a build strategy for 200GW new conventional nuclear plants. An NPP has 95% uptime.
To cover increased electrification co2-free cheapest.
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Their trump card: Europe collectively outproduces the United States in steel, vehicles, ships, and civil aircraft.
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This gives the EU the industrial heft and financial firepower to support Ukraine and embark on domestic rearmament as President Trump abandons Kyiv and NATO.
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But this is a false dichotomy.
Europeans should not fetisishe US big tech too much: it's profit rich but employment poor.
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And there are three reasons why maintaining Europe’s manufacturing edge is critical not just for its growth, but also for its security.
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To fund defense spending, the EU will need the income created by its industrial sector to keep debt levels sustainable.
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The US itself serves as a warning of the risks of letting them etiolate (just look at EU vs US shipbuilding).
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https://academic.oup.com/economicpolicy/article/40/121/13/7728473