Summer 2025: A Global Turning Point in Energy Transition

As the summer of 2025 enters its final phase, we’ve chosen to take a step back from our usual sector-specific reports and instead observe the broader geopolitical forces shaping the global energy landscape.

In recent weeks, a new world order has emerged with unprecedented momentum, positioning the two major Asian powers, China and India, as the driving economic and strategic forces of the planet. Their industrial ambitions now extend far beyond their borders, influencing the energy transition on a global scale, and pushing the West, particularly Europe, to rethink its strategic positioning with urgency.

Asia’s Rising Centrality

In the past months, China and India have launched bold industrial and environmental plans. From electrifying manufacturing chains and controlling critical raw materials, to expanding their geopolitical reach through technological and infrastructure exports, all signs point to a future where energy, mobility, and production increasingly flow through the East.

This centrality is not only economic, but also cultural and strategic. It is not chaotic growth, it is methodical, planned, and technocratic, driven by governments capable of defining and executing long-term strategies. The result is a new model of centralized development, aiming for global leadership by combining industrial efficiency, market penetration, and regulatory control.

Europe’s Complex Challenge

Europe watches and tries to react. But its response is complicated by the structural limitations of the European project: disparate tax systems, lack of unified industrial policy, and the ongoing challenge of balancing ecological transition with social protection.

Nonetheless, at the heart of Europe lies a rich industrial fabric known for innovation, quality, and adaptability. This is where Europe’s competitive game will be played not by replicating Asian economies of scale, but by delivering value through expertise, reliability, and proximity to real needs.

A Viable European Strategy: Quality, Proximity, Customization

Within this global transition, VMF finds itself—perhaps by design, perhaps by circumstance—in a strategically favorable position.

As a technically specialized, medium-sized company, we combine agility with engineering expertise, custom solutions with strict quality control. We do not operate under rigid models we build tailored responses, project by project.

And most importantly, the geographical distance between Europe and the Asian giants is not merely a logistical limitation. It is also a strategic opportunity.

Our proximity to customers, our ability to intervene quickly during development phases, and our collaborative approach to designing quality control systems represent a real competitive advantage in today’s fast-moving market.

In a world that evolves rapidly, resilience isn’t only about scale—it’s about adaptability. And in this, we stand strong.