AGP Executive Report
Last update: 9 hours agoSemiconductor Momentum in the Netherlands: BE Semiconductor Industries (Besi) reported Q2 orders more than doubling year-on-year to €292.9m, driven by AI, hybrid bonding, photonics and data-centre demand—investors will watch whether the surge keeps lifting revenue. Industrial AI Governance Gap: A new survey says most firms are using AI in operational technology security, but only a small share have enforced OT-specific AI policies, highlighting a compliance and control shortfall for Dutch manufacturers and infrastructure operators. Energy & Water Pressure on Industry: The Netherlands has officially declared a water shortage as drought deepens across Europe, with low river levels already raising transport and production risks. Offshore Wind Delivery: Van Oord finished nature-inclusive scour protection rock installation at Hollandse Kust West VI near IJmuiden, combining habitat creation with protection for turbine foundations and cables. EU Building Efficiency Push: The EU has started infringement steps over slow adoption of the Green Homes energy-efficiency rules, with the Netherlands among the faster movers—good news for retrofit markets, but enforcement is tightening. Greenpeace vs. JBS: Greenpeace launched a Dutch court bid to force JBS to disclose details of its $2.5bn Nigeria livestock expansion, putting pressure on meat supply-chain plans and sustainability claims.
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