AI: A Big Bet for the US Market
Artificial intelligence leads global investment in 2025, with the US and Big Tech at the forefront. Sectors such as semiconductors, data centers and critical raw materials grow, driven by foreign direct investment. The US seeks to be a technological leader, attracting massive investments.
Energy: The Transition under Pressure
The World Energy Outlook report by the International Energy Agency prioritizes energy security over climate change due to global tensions over resources such as Russian gas. However, the need to invest in renewable and nuclear energy for the energy transition and system security is recognized.
A Year After the Draghi Report: The EU in Crisis
The Draghi Report, a year later, does not influence the EU’s strategic decisions. Despite identifying the need for a coordinated relaunch of public and private investment, the EU remains trapped by structural problems. There are discrepancies in the application of its recommendations, highlighting the insistence on adopting the US development model. Despite pointing out the importance of saving the European social model, the EU fails to exploit its growth potential.
East Asia: Digital Infrastructure Under Pressure
Taiwan and Japan strengthen defense of their submarine cables against constant Chinese interference. Recent incidents, such as damage to the Taiwan-Penghu No. 3 cable, have generated tensions. Taiwan accuses Chinese ships of intentionally cutting their vital communication cables. Taiwan has implemented protection measures, such as the Submarine Cable Automatic Warning System. Japan has also elevated the importance of its submarine infrastructure, seeking autonomy and minimizing Chinese technologies.
Ukraines Resilience: Hopeful Advances Amidst Challenges
The Russian invasion of Ukraine persists, with the Russian army pressing in Pokrovsk and other fronts. Despite the occupation of 19% of Ukrainian territory, Ukraine shows determination to resist. Sanctions on Russia and financial support from the European Union could strengthen Ukraine. The increase in Ukraine’s attack capacity against targets in Russia impacts militarily and economically. It is crucial to maintain pressure on Russia to achieve an end to the conflict.