EU

The Irony of China Killing Net Zero in the Auto Industry

17 December 2025
Ford’s retreat from all-electric trucks isn’t an isolated decision. It’s a signal that Western carmakers are quietly admitting what policymakers won’t: Net Zero policies weakened domestic industry just as China perfected scale, speed, and cost. As Europe and the U.S. scramble to reverse course, the global auto industry is being reshaped in real time — and the winners may not look like car companies at all.

OpenAI’s $6.5 billion buy isn’t about a device. It’s about robots.

23 May 2025
Everyone’s talking about OpenAI’s new device. But when I saw they paid $6.5 billion to bring Jony Ive’s design studio in-house, I didn’t see a gadget—I saw a robot. In this piece, I break down what I think OpenAI’s really building, why it could challenge Elon Musk’s Optimus, and how this new AI arms race might redefine everything from your tech portfolio to your home.

EU election fallout

12 June 2024
The EU elections confirm Euroscepticism remains in the ascendant. With the EU economy in the doldrums, this is perhaps not surprising. In sharp contrast, Argentina is setting a potential example for both the UK and EU to follow should they seek to reform their economies in future.

Europe’s Populist Reformation revives on 6 June 2024

29 March 2024
With the European Parliament elections coming this June, I thought it’s time to dig out the analysis that convinced Nigel Farage to work with me on Fortune & Freedom five years ago. Despite the absence of Nigel’s rather large contingent of eurosceptics, the upcoming European elections offer the first real chance of functional opposition to the European Commission’s flood of directives.