Green Public Procurement (GPP) is supposed to be one of the pillars of the EU's new clean industry strategy - but it's not exactly progressing quickly. Today, a COM representative said “it is difficult to say now in which direction we will go and even what options we will assess" (1/3)

Great new big-picture OpEd by my colleagues @onethuthree.bsky.social and @jannikjansen.bsky.social on the “European way”, and how the EU can maintain its political agency.

Jetzt anmelden für unser nächstes EU to go am 19.9. zu "Reif für Reformen - Was muss Europas Haushalt jetzt leisten?" Mit @lindnerjs.bsky.social, @nilsredeker.bsky.social und @romyha.bsky.social. www.delorscentre.eu/de/veranstal...

The Bruegel Clean Tech Tracker has a facelift and some additional data - great work by @bmcwilliams.bsky.social and others at @bruegel.org

The German scientific advisory board for economics published its take on EU industrial policy. Unfortunately, its conclusions are off the mark on three important issues: the appropriate role of the EU-level, the self-sufficiency of ETS, and declaring sectors as 'strategic'. Thread 🧵 (1/n)

The German scientific advisory board for economics published its take on EU industrial policy. Unfortunately, its conclusions are off the mark on three important issues: the appropriate role of the EU-level, the self-sufficiency of ETS, and declaring sectors as 'strategic'. Thread 🧵 (1/n)

Merz & Macron just finished press conference for the Franco-German council of ministers. Good vibes between the two, but nothing new on EU energy policy. On EU funds for French nuclear plants, Merz admitted that DE position is unclear - CDU/CSU open; SPD sceptical. www.youtube.com/watch?v=O61u...

Paukenschlag: Premier Bayrou will in zwei Wochen vor der Nationalversammlung die Vertrauensfrage stellen und seinen Kurs zur Schuldenreduzierung absegnen lassen. Seine Regierung hat keine eigene Mehrheit. (1/2) www.franceinfo.fr/economie/bud...

Is the climate strategy behind the IRA dead after the GOP's massive cuts to its clean energy subsidies? In my new piece for @foreignaffairs.com, I argue: No! www.foreignaffairs.com/united-state...

🧵 In the trade world, this week was a rather hectic one. The Turnberry outcome underline the fact that negotiations with Trump are not one-off events but an ongoing process. A fact that undermines the idea that this week has brought stability.

Essential reading for everyone working on anything EU - the budget isn't everything, but everything depends on it.

Europe’s car industry may have just dodged a +25% US tariff – but this is no reason to relax. Deep structural challenges remain, and the EU lacks a common diagnosis for fixing them. My new policy paper argues that a coherent EU strategy needs to rest on three uncomfortable truths: 🧵

No one’s holding their breath for big announcements from today’s EU–China summit. But FDI remains one area where pragmatic cooperation is still possible and, under the right conditions, can strengthen EU industry. In today’s Euractiv op-ed, I outline what it takes to make that happen.

Die Bundesregierung sagt, Sie könne den Kommissions-Vorschlag zum neuen EU-Haushalt nicht akzeptieren, weil ein "umfassender Aufwuchs" in Zeiten der Konsolidierung nationaler Haushalte nicht vermittelbar sei. Ich halte das aus ein paar Gründen für keine kluge deutsche Position:

An important step to defend European democracies from foreign interference or a misguided foreign agent law? 👇In my new policy brief out today, I analyse the Commission’s proposal for a directive on third country lobbying. 1/🧵 www.delorscentre.eu/en/publicati...

While often frustrating, a EU consensus always creates interesting dynamics: Poland's push for a bigger budget can politically only fly if the budget is also modernised & made greener - as demanded by countries opposing a bigger budget. Highly recommend Nils' thread on Poland's budget position.

"France is teaming up with the EU’s climate laggards to decouple discussions on the bloc’s upcoming 2035 and 2040 climate targets". Frankly, given its recent stance on a regulatory break, on CSRD & CS3D, France can no longer be considered as a a climate gatekeeper and might join the laggards club.

The new EU state aid framework CISAF is out. It allows to subsidise electricity prices for some EII (allowing versions of the DE "Industriestrompreis"). Given restrictions, the actual subsidy is smaller than one might think, as I illustrated below (inspired by a Handelsblatt article from yesterday)

The new EU state aid framework CISAF is out. It allows to subsidise electricity prices for some EII (allowing versions of the DE "Industriestrompreis"). Given restrictions, the actual subsidy is smaller than one might think, as I illustrated below (inspired by a Handelsblatt article from yesterday)

🧵 Yesterday’s FT piece reported the EU is preparing to turn up the retaliatory heat as the July 9 deadline nears, and with it the threat of 50% tariffs on EU goods. www.ft.com/content/3d3...

The Clean Industrial Deal is a flagship initiative of vdLeyen's 2nd term. It's a good strategy paper - but will its implementation live up to its promises? It's still early, but first indicators, incl. first action plans, are not encouraging. New policy brief w/ recommendations out today 🧵(1/n)

The Clean Industrial Deal is a flagship initiative of vdLeyen's 2nd term. It's a good strategy paper - but will its implementation live up to its promises? It's still early, but first indicators, incl. first action plans, are not encouraging. New policy brief w/ recommendations out today 🧵(1/n)

Wer Donnerstag nächste Woche (26.06) in Berlin ist: bei unserem EU to go sprechen @philippverpoort.bsky.social vom PIK und ich über den Clean Industrial Deal und die Zukunft der energieintensiven Industrien - wie immer mit Croissants & Kaffee.

📆 Wie kann die EU ihre #Industrie für das grüne Zeitalter rüsten, ohne wirtschaftliche Substanz zu verlieren? ☕ Um diese und weitere Fragen des #CleanIndustrialDeal geht es bei unserem nächsten #EU to go-Frühstück am Donnerstag, den 26. Juni, ab 8.30 Uhr im Q Club in der Friedrichstraße.

Not a helpful debate. If the EU is serious about clean industrial strategy, all tools need to be on the table. Instead of clutching its pearls over production aid or Buy EU rules, the EU needs a sector-by-sector discussion on where and how they could be useful. on.ft.com/4k7mefL

Passend zur heutigen VDA-Forderung, stärker auf E-Fuels zu setzen: Eine verdienstvolle Recherche zum Stand der Dinge beim Porsche-Projekt Haru Oni in Chile.

Excited to start as EU Fiscal and Investment Policy Fellow at the @delorsberlin.bsky.social ! From #MFF negotiations to new #EU #competitiveness priorities - I‘ll be working on the big budget questions facing Europe. Grateful to stay with the fantastic JDC team - now on the think tank side.

The German government just put forward a 75% tax write-off for corporate EV purchases. Not a bad bit of industrial policy - company cars make up 60% of new registrations in the EU and are still trailing private households on electrification.

Hauptsächlich Strohmann-Argumente von Lars Feld @larsfeld.bsky.social im HB. Man kann ja einzelne Subventionsmechanismen (wie Intel) kritisieren - aber konzeptuell braucht es Industriepolitik angesichts ausländischer Subventionen, Externalitäten, und partiellem europäischen Hinterherhinken. (1/2)

Hast du gute Ideen, wie die europäischen Finanzmärkte Bürger:innen, Unternehmen und Klimaschutz besser unterstützen können? Dann bewirb dich bis 31. Mai und werde Teil unseres @delorsberlin.bsky.social Teams! #Kapitalmarktunion #Bankenunion #GreenFinance hertie-school.dvinci-easy.com/en/p/en/jobs...

🧵 In my new policy brief, I argue that Chinese overcapacities threaten economically vital, employment-intensive, and strategic EU industries. Trump may worsen the trend, but the threat exists regardless of what Washington decides on any given day: www.delorscentre.eu/en/publicat...

@everyone in Berlin: Join us next Monday (19th) in discussing all things climate, competition and green industrial policy, with Commissioner Teresa Ribera. Registration link below 👇

🧵The EU is ready to target €100bn of US goods with tariffs if talks collapse. In our new op-ed, @etiennehoera.d-64.social & @aslak.bsky.social and I argue that beyond retaliation, the EU must share the economic burden to boost its leverage in negotiations and increase any retaliation's credibility

The political economy setup of the DE bidding zone review seems strange. Transmission grid operators have the centre stage in the debate - and an incentive to oppose a split. Q to electricity bubble: No DE split = more DE transmission lines needed = larger asset base = more profit for DE TSOs, no?

Wer kommenden Montag in Berlin ist, sollte unbedingt zur Jubiläumsausgabe von unserem EU to go Podcast kommen - diesmal live, mit Katharina Barley, Vizepräsidentin des EU-Parlaments 👇

Auch wenn es weh tut und politisch aufwendig wird: wer glaubwürdige EU-Fiskalregeln will, wird um eine erneute Reform nicht herum kommen. Warum das so ist, haben @lucasguttenberg.bsky.social und ich im @wirtschaftsdienst.bsky.social aufgeschrieben: www.wirtschaftsdienst.eu/inhalt/jahr/...

Germany's incoming government missed its Easter deadline for taking office, but our new policy brief lands just in time. @onethuthree.bsky.social, @lindnerjs.bsky.social & I unpack the coalition deal - where fiscal ambition & policy vagueness mask deeper conflicts www.delorscentre.eu/en/publicati...

On Europe, the 146-page CDU/CSU-SPD coalition agreement offers more direction than detail. In our new paper, @lindnerjs.bsky.social, @jannikjansen.bsky.social & I analyse what it says on key EU policies: budget, economy, climate, defence, migration & EU reforms. www.delorscentre.eu/en/publicati...

Jens Spahn, contender for DE minister for Economy & Energy, says that under his watch, there would be no vertical industrial policy - only general measures (e.g. energy price reduction). But as Draghi showed, given climate externalities & CH industrial policies, such simplistic Econ101 won't work. 🧵

EU to go am 24. April: "Macht, Musk und Meinungsfreiheit – Wer schützt Europas digitalen Diskurs?" @luisequaritsch.bsky.social & Philipp Darius vom Centre for Digital Governance analysieren, welche Bedrohungen der Online-Diskurs in Europa erlebt. Zur Anmeldung: www.delorscentre.eu/de/veranstal...

Jens Spahn, contender for DE minister for Economy & Energy, says that under his watch, there would be no vertical industrial policy - only general measures (e.g. energy price reduction). But as Draghi showed, given climate externalities & CH industrial policies, such simplistic Econ101 won't work. 🧵

CDU/CSU and SPD have agreed on the coalition agreement. The Europe chapter is not visionary but leaves sufficient openings for negotiations on important topics in Brussels in the coming years: www.spd.de/fileadmin/Do... Thread on the institutional aspects:

In unserer neuen Podcast-Folge sprechen @onethuthree.bsky.social, @ph-jaeg.bsky.social und ich darüber, wie das deutsche Schuldenpaket zur EU-Agenda passt, was die Koalitionsverhandlungen bisher für Europa bedeuten und was Bürokratieabbau mit Industriepolitik zu tun hat. Hört rein!

The Commission appears to be getting ready to issue the first fine under the DSA against X. The NYT reports the fine could go beyond 1 billion USD – but that is likely the legally possible maximum amount rather than what will end up being fined. 1/

Es gibt wieder eine Folge EU to go und diesmal geht es um deutsche und EU-Wirtschaftspolitik. Mit @nilsredeker.bsky.social & @ph-jaeg.bsky.social spreche ich über Schulden(Bremse), Investitionen und Entbürokratisierung. Als Video: youtu.be/Ik7qCbHe068 Und Podcast: open.spotify.com/episode/1dNJ...

Yesterday, the Commission proposed piling a whole heap of new goals—from competitiveness to defense—onto the EU’s regional policy. Since that’s pretty much the opposite of what @valentinlang.bsky.social, @danbischof.bsky.social, and I argued in a recent paper, a quick recap of our main points:

Some early leaks give us a glimpse of what the next German coalition treaty will say on Europe—and when it comes to economic policy, there are a few promising signals. Here are some of the more interesting nuggets:

After the wake-up calls by Enrico Letta and Mario Draghi, the European Commission's Communication on the Savings and Investments Union is a massive letdown. Where's the big bang Europe needs to tackle its challenges head-on? #SIU commission.europa.eu/news/savings...

The Commission has pulled back the curtain on its plan to let member states ramp up defense spending within the EU fiscal rules. It’s a fix—which is good—but it’s also a quick and pretty rough one. And it could come back to bite the EU on multiple fronts. Quick thoughts:

On competitiveness and defence, policy coming out of Brussels these days needs to be bold and fast. But it also needs to be well-designed and avoid throwing out the baby with the bathwater, which the Commission risks doing with the fiscal rules - see Lucas' thread.