Over the years talk about Made in Europe it was cases exercise from branding. A beautiful way to check standards, quality or shared values. Today, it is an uncomfortable, strategic and deeply political conversation. Because what is at stake is not etiquette: it is Europe’s ability to decide its own economic and industrial future in an uncertain and uncertain world.
Europe has passed, to date, from made in Europe al designed in Europe. We innovate here, but we manufacture elsewhere. Y When a region loses its ability to generate, it also loses its capacity for electricity. However, the countries where we outsource our factories today control the global value chain, flooding our markets with more competitive and in many cases heavily subordinated products.
China told no one before that. Through massive subsidies, technological planning and strategic industrial decisions, it controls more than 80% of global production of photovoltaic panels and batteries, as well as more than two-thirds of rare earth mining and refining. By 2024, 76% of global turnover has been captured in new cleantech factories. The strategy of industrial overcapacity is no accident: it lowers prices, squeezes out competitors and redefines the global balance.
Industry, which Europe had for a time regarded as a purely economic matter, gave way to an instrument of power. The United States established it immediately with an explicit and aggressive industrial policy. China need never act in this direction and carried out on the basis of a clear strategy in a broad area. Europe has already diagnosed…
Without local industry, they have no autonomy. Decarbonisation is not only a climate issue: it is deciding where to create the technologies that will support the XXI economy. century – batteries, electrolyzers, intelligent people, storage, clean industrial solutions.
In this context, capital moves with pragmatism. Get stability, steps and clear adjustments. For this reason, it is particularly revealing that, in the context of the excitement of the ESG discourse and greater macroeconomic caution, the inversion of clean technologies in Spain and Portugal by 2025 has reached an all-time high: 768 million euros. The trend points to fewer inverse hubs but higher volume hubs in the industrial growth and deployment phase. The good news is that it takes up more space.
The capital did not disappear. You choose the best. You don’t just follow green stories. Search for industrial and strategic assets. Energy, networks, movement, clean industry. Capital-intensive industries yes, but also future competitiveness.
Europe has an unquestionable resource: technology. Many solutions are being born here that will define the energy and digital transition. Innovation is not the problem. The problem is what happens next. Europe invents, but others escalate.
And that is why industrial policy must be a theory to be transformed into a practical necessity. Not to replace the market, but to reduce the risk when the industry from its first steps to scale. To prevent technologies born in Europe from eventually creating employment, value and leadership on other continents.
This needs to be said in full local industrial capacity. Not as a protective barrier, but as a strategic condition. Simple logic: when European public money comes into play, it must contribute to building European production capacity.
The United States learned by applying this philosophy with el Buy American Actamplified el Inflation Reduction Actit It has multiplied its industrial capacity in key sectors. China has been applying it since the 1990s in strategic areas such as wind power.
El Made in EuropeThe regulation, scheduled for February 26, will be much more than just a new regulatory framework. It will be a test of credibility. A signal to the world – to all of us – that Europe is willing to move from design to production, from ambition to action.
Local industrial capacity offers three clear advantages. Primero even added technology and value and strengthened our economic autonomy. Second, it creates long-term employment and strengthens Europe’s fiscal and social base. And third, attracts private capital offer what inverters really want: visibility and scale.
Because investors no longer have perpetual subsidies. More certainties.
Europe must start to think of itself as an industrial power. Efficiency is not only limited by price. It also includes resilience, decision making and strategic autonomy. Oranges are limited tools. Complete regulatory signs are delivered late. What matters now is to build a strategy that will lead to inversion, accelerate value chains and drive innovation in factories.
China is not just a trading partner. It is a system competitor. And to respond to this reality is not to seek the world until it opens from a position of strength.
Spain appears here as a historic opportunity. For years considered a fringe in European industrial policy, it combines a bright and competitive energy, a transformative industry, talent and a growing ability to attract reverse gear. Change stopped you. Start as Spain Crecepresented this week, shows that the aim is not only to attract projects, but to become a central player in the new European industrial map.
The real hope for Europe is not to lose its technological career. It is customary to leave late. Rare economic history often hopes for someone who wants.
The world has changed. Y, with el, we have to change ourselves too. Reframe the fragile gift and take a closer look at the moment.
Made in Europe is now the right moment make or break for our industry.
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