The CEO of Luxembourg-based hydrogen firm H2Apex, Peter Roessner, is experiencing the impacts of Donald Trump's trade war, with the uncertainty leading him to no longer rely on U.S. suppliers for their project in Lubmin, Germany. This shift is reflected across the hydrogen sector, with investors increasingly turning their attention to the European market due to the stable conditions offered amidst the unpredictable tariff policies in the U.S. The trend is underpinned by a significant infrastructure and defense spending push in Europe, attracting both local and U.S. players. The European market has garnered attention as a safe bet compared to the U.S., with more than $100 billion flowing into European equity funds and outflows from the U.S. doubling. European stability and market forces have instilled confidence in the region, as seen from the weak market debut of Holcim's North American spin-off Amrize. ECB President Christine Lagarde has also acknowledged the value and confidence investors have in Europe, emphasizing the shift in focus from the U.S. to Europe. This change in investor sentiment highlights the impact of political interventions and tariff threats on the global investment landscape, positioning Europe as a key destination for hydrogen and other sectors seeking stability amidst uncertainty.