AGP Executive Report
Last update: 3 hours agoUK Industrial Investment: Castings Technology has installed a multi-million-pound vacuum arc remelting furnace at its new £18m Sheffield plant, aiming to scale high-integrity titanium alloy casting for aerospace, energy and industrial customers. EU Climate vs Industry: EU climate chief Wopke Hoekstra is in Denmark and Finland to push ETS-linked decarbonisation while arguing for long-term competitiveness and investment. EU Antitrust/Compliance: The EU General Court refused to suspend enforcement in the battery cartel case, with Rombat/Metair starting to pay a €24m fine after the court setback. AI Data Center Supply Chain: SLB is buying Kelvion for $4.1bn to expand thermal management for AI data centers, adding heat exchangers and cooling tech to its modular delivery model. Optics for AI Servers: THine Electronics launched new VCSEL drivers and TIAs for PCIe6/7, targeting ultra-low-latency links for large-scale AI datacenters and showcasing at ECOC in Málaga. Manufacturing Disruption Risk: A Germany-linked ifosfamide chemotherapy shortage is tied to a manufacturing halt in Germany, showing how inspection and capacity issues can quickly ripple into patient care.
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