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Smaller booths, thinner crowds, and Asia's dominance is no longer a threat on a slide. It is a physical reality on the floor. ​Having spent the last five years deeply embedded inside the Asian battery ecosystem, the contrast is impossible to ignore. Europe's engineering depth is real, and it is not the problem. ​The problem is SPEED. Capability was never the gap; commercialization was, and it still is. You do not close that gap by just piling on more engineering. ​I do not wa

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A system-level autopsy of the EV and battery supply chain under acute stress, and the structural dependencies behind it In recent weeks, what was long considered a tail-risk scenario has become operational reality. The escalation around Iran and the effective disruption of flows through the Strait of Hormuz since early March 2026 have triggered one of the most severe shocks to the global industrial system in decades. This is not a shock the system was designed to absorb. At f