Logbook
Hannover Messe Trip
We visited Hannover Messe 2026, and in this logbook we summarize our key observations and investment‑relevant takeaways from two days of company meetings, presentations, and expert discussions. The document focuses on how industrial automation, AI, robotics, and clean energy are evolving in real factory settings, highlighting the shift toward software‑defined automation and the industrial edge, practical constraints to AI adoption, rising competitive pressure from Asian suppliers, selective opportunities in enabling technologies, and a clear shortfall in the hydrogen investment case, with implications for portfolio positioning and future research.
