Summary

• The Trump administration issued several determinations under the Defense Product Act to accelerate U.S. energy supply growth and lower prices.
• The European Commission announced a €600 million funding call for cross-border hydrogen and energy infrastructure.
• Rising capital expenditures from major hyperscalers, as confirmed in Q1 2026 earnings reports, are a significant tailwind for the AI semiconductor value chain.

U.S. Electrification

White House Invokes the Defense Production Act to Boost Domestic Energy and Power Production

The Trump administration issued several determinations under the Defense Product Act (DPA) to accelerate U.S. energy supply growth and lower prices. The determinations

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