Follow-Up: You're Invited to BMI's Live Webinar - How Industrial Policy Is Rewriting The Rules Across Key Industries from BMI Webinars on 2025-11-12 (none.hu mailing list)

From: BMI Webinars <bmiwebinars_at_fitchsolutions.com>
Date: Wed, 12 Nov 2025 03:05:55 -0600 (CST)

Hi K,

Following the email below, I wanted to remind you about the BMI How Industrial Policy Is Rewriting The Rules Across Key Industries <https://goto.fitchsolutions.com/dc/_d-uUlCy0t35E88HHBwYO40NzZ5S9I-V0bGY1nHHwagPyWPjb1TRpmsWntuHE-sLbYc0FYKjgfkrQXdzoY6PrMTziFhWyUtkS_LD8plj_jd8lAgMh6xXlFedBPcA4pvBYkHZ-G-AE5iTRA0ZiAz6Ga6ZPDuKFitieps803Bmftm2pMrpauPIgrhOlaP6opA5-lOHX4h28YBrQECIv9adWeBDAeqX9VeqkZ3SlEmbO_4=/NzMyLUNLSC03NjcAAAGeFkkv54LziCbtR1l1EONNdTY7zBQnSxh1iU8KPeVnb1RRoEMn8xQsJgnwj1azJa0krnN6H1Y=> webinar on Tuesday, 25th November 2025 at 09:00 London GMT | 17:00 Singapore SGT, where we will discuss the following topics:

<ul> <li> <div><strong>Power and Energy Transition</strong> – impact on renewables and grid modernisation, and which technologies will dominate.</div> </li> <li> <div><strong>Commodities</strong> – Implications for critical minerals pricing, security, and governance frameworks.</div> </li> <li> <div><strong>Technology</strong> – Semiconductor and data center outlook in the US, and the strategic race for digital sovereignty.</div> </li> <li> <div><strong>Automotive</strong> – EV sales and production forecasts amid subsidy shifts and supply chain constraints.</div> </li> <li> <div><strong>Shipping and Supply Chains</strong> – Winners and losers as logistics adapt to nearshoring, novel port fees, and resilience mandates.</div> </li> <li> <div><strong>Defence</strong> – Procurement outlook and the role of industrial policy in shaping future relations.</div> </li> </ul>

You will also have the chance to participate in a live Q&A session where you can pose any questions you may have.

The webinar is free of charge and without obligation, register now <https://goto.fitchsolutions.com/dc/_d-uUlCy0t35E88HHBwYO40NzZ5S9I-V0bGY1nHHwagPyWPjb1TRpmsWntuHE-sLbYc0FYKjgfkrQXdzoY6PrMTziFhWyUtkS_LD8plj_jd8lAgMh6xXlFedBPcA4pvBYkHZ-G-AE5iTRA0ZiAz6Ga6ZPDuKFitieps803Bmftm2pMrpauPIgrhOlaP6opA5-lOHX4h28YBrQECIv9adWeBDAeqX9VeqkZ3SlEmbO_4=/NzMyLUNLSC03NjcAAAGeFkkv54LziCbtR1l1EONNdTY7zBQnSxh1iU8KPeVnb1RRoEMn8xQsJgnwj1azJa0krnN6H1Y=> to secure your place.

Kind regards,

Cedric Chehab
Chief Economist
BMI
Tel: +44 20 3530 2400
Email: bmiwebinars_at_fitchsolutions.com <mailto:bmiwebinars_at_fitchsolutions.com?subject=How-Industrial-Policy-Is-Rewriting-The-Rules-Across-Key-Industries>
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From: bmiwebinars_at_fitchsolutions.com
Sent: 06/11/2025
To: none_at_none.hu <[[#]]>
Subject: You're Invited to BMI's Live Webinar - How Industrial Policy Is Rewriting The Rules Across Key Industries
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<https://goto.fitchsolutions.com/NzMyLUNLSC03NjcAAAGeFkkv54jY7qMEkQBEtV9sFaMp_eiP_cpVlgSyP4wfpMiTbOi4SbHKojbyDMKRLY_baZrFbII=>

How Industrial Policy Is Rewriting The Rules Across Key Industries

BMI Webinar
Tuesday, 25th November 2025
09:00 London GMT | 17:00 Singapore SGT

Register
Now <https://goto.fitchsolutions.com/NzMyLUNLSC03NjcAAAGeFkkv56lLWRaBWGB-nPsfSZcTNDbxLOnzN5nYXVsCGg-vgkoj8b8q3949RqKbq3wmH7PS0n8=>



Join us on Tuesday, 25th November 2025 at 09:00 London GMT | 17:00 Singapore SGT for How Industrial Policy Is
Rewriting The Rules Across Key Industries <https://goto.fitchsolutions.com/NzMyLUNLSC03NjcAAAGeFkkv56lLWRaBWGB-nPsfSZcTNDbxLOnzN5nYXVsCGg-vgkoj8b8q3949RqKbq3wmH7PS0n8=>.

Industrial policy is gaining traction in the US, Europe, and China, with ripple effects across the globe. This shift is reshaping the global economic landscape as national security and supply chain resilience become deeply intertwined with geopolitical considerations.

Our upcoming roundtable webinar provides a 360-degree comprehensive look at sectoral impacts and forecasts. We’ll highlight which industries are poised to gain or face challenges, and examine how policy incentives, trade shifts, and tech priorities shape supply chains and geopolitical exposure.

Topics covered will include:

        - Power and Energy Transition – impact on renewables and grid modernisation, and which technologies will dominate.
        - Commodities – Implications for critical minerals pricing, security, and governance frameworks.
        - Technology – Semiconductor and data center outlook in the US, and the strategic race for digital sovereignty.
        - Automotive – EV sales and production forecasts amid subsidy shifts and supply chain constraints.
        - Shipping and Supply Chains – Winners and losers as logistics adapt to nearshoring, novel port fees, and resilience mandates.
        - Defence – Procurement outlook and the role of industrial policy in shaping future relations.

You will also have the chance to participate in a live Q&A session where you can pose any questions you may have.

Places on the day are offered on a first come, first served basis. Register now <https://goto.fitchsolutions.com/NzMyLUNLSC03NjcAAAGeFkkv56lLWRaBWGB-nPsfSZcTNDbxLOnzN5nYXVsCGg-vgkoj8b8q3949RqKbq3wmH7PS0n8=> to secure your place.

Register Now <https://goto.fitchsolutions.com/NzMyLUNLSC03NjcAAAGeFkkv56lLWRaBWGB-nPsfSZcTNDbxLOnzN5nYXVsCGg-vgkoj8b8q3949RqKbq3wmH7PS0n8=>

Presenters

<https://goto.fitchsolutions.com/NzMyLUNLSC03NjcAAAGeFkkv5yPm4qKSewEryrXDOApXGJy_M-kW_b0InQ6SiYzDtzRpp-SohqqjuAsjg9CyGo9f6uw=>

<https://goto.fitchsolutions.com/NzMyLUNLSC03NjcAAAGeFkkv5yPm4qKSewEryrXDOApXGJy_M-kW_b0InQ6SiYzDtzRpp-SohqqjuAsjg9CyGo9f6uw=>

<https://goto.fitchsolutions.com/NzMyLUNLSC03NjcAAAGeFkkv5yPm4qKSewEryrXDOApXGJy_M-kW_b0InQ6SiYzDtzRpp-SohqqjuAsjg9CyGo9f6uw=>

Cedric Chehab

Chief Economist
BMI

Thomas van Lanschot

Head of Power & Energy Transition
BMI

Sabrin Chowdhury

Head of Commodities Research
BMI

<https://goto.fitchsolutions.com/NzMyLUNLSC03NjcAAAGeFkkv5yPm4qKSewEryrXDOApXGJy_M-kW_b0InQ6SiYzDtzRpp-SohqqjuAsjg9CyGo9f6uw=>

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<https://goto.fitchsolutions.com/NzMyLUNLSC03NjcAAAGeFkkv5yPm4qKSewEryrXDOApXGJy_M-kW_b0InQ6SiYzDtzRpp-SohqqjuAsjg9CyGo9f6uw=>

Keaton Fitzpatrick

Associate Director, Operational Risk
BMI

Santiago Arieu

Senior Analyst, Autos
BMI

Alexander Kheder

Analyst, Technology
BMI

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