Alan Riley
SummarySlow decision-making in Europe undermines the continent’s security, prosperity and political stability—from defence industrial output for Ukraine to exposure to hostile powers in energy and technology. global AI-driven surge in electricity demand is reshaping geopolitics, favouring states such as America and China that can rapidly expand power generation and grids. Europe risks becoming an energy-constrained AI follower.
Europe faces structurally higher energy costs than the US and China, as well as grid bottlenecks, permitting delays and carbon prices that erode its competitiveness. It also has significant resource constraints.
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