The Industrial Accelerator Act, aimed to boost energy-intensive industries and clean tech, faces another delay. Meanwhile, energy-intensive industry continues to struggle. I looked into the data. First, overall poor performance espc. for the chemical industry - although a small recent uptick (1/3)

Tomorrow’s summit is a chance for EU leaders to stop chasing the wrong fixes — and finally sketch a response that matches the scale of Europe’s economic challenge. Here, lucasguttenberg.bsky.social, @sandertordoir.bsky.social and I lay out what that could look like. www.politico.eu/article/euro...

"The point is not that what progressives do must never be criticized; the point is that the relentless drive to find fault with both sides equally results in a sense of (false) equivalence among those taking cues from supposedly trustworthy centrists."

Thank you to @elisabettaco.bsky.social, Alexandr Hobza, @tpellerincarlin.bsky.social & @ph-jaeg.bsky.social for speaking at @centreeuropeanref.bsky.social/ @bst-europe.bsky.social/ @delorsberlin.bsky.social event on 'Shaping the right policies for Europe's clean tech industry' in Brussels yesterday.

You may have missed it amidst the chaos of the last few days, but there is a new high-level EU report in town: A Franco-German task force led by Jörg Kukies and Christian Noyer presented recommendations to tackle the scale-up financing gap. Here is what it says and why you should care about it.

End of year reflections on EU climate policy: it’s really not looking good for the Green Deal. @jannikjansen.bsky.social and I wrote a short piece on why we're far from "staying the course" - and why that's a strategic mistake for Europe (1/12) tinyurl.com/jdc-green-deal

Excellent thoughts and notes, but recall that in 2025 there is not really such a thing as a “center” in EU politics — here we are really talking about the political right rowing back on climate ambition due to fear of being eaten by the far rights.

End of year reflections on EU climate policy: it’s really not looking good for the Green Deal. @jannikjansen.bsky.social and I wrote a short piece on why we're far from "staying the course" - and why that's a strategic mistake for Europe (1/12) tinyurl.com/jdc-green-deal

The proposed "28th Regime" is hoped to remove bureaucratic, legal, and financial hurdles that hold back small, innovative EU companies. However, crucial questions remain wide open. In my new policy brief, I analyse the main options and relevant trade-offs. 1/🧵 www.delorscentre.eu/en/publicati...

1/ This year revealed how the EU's critical raw materials dependence has become an economic security vulnerability. ReSourceEU is the EU’s most serious attempt yet to remedy this. To end the year, I dive into what it does and whether it can shift the trajectory: www.delorscentre.eu/en/publicati...

📣 #NewPaper: In her new Policy Brief, our fellow @marleneschoerner.bsky.social discusses the proposed #28thRegime as an alternative to national legal frameworks and identifies crucial features to support innovative companies in the EU.👉 www.delorscentre.eu/en/publicati... #NewPaper #EU #CorporateLaw

Is Germany again dragging its feet and undermining a "simple" solution to the Ukraine financing problem, instead pushing the ubercomplex reparations loan? It's a tempting eurocrisis reflex that if only there were a will in Berlin, there would be a better way. But there isn't. Here is why:

How do the German government's clean competitiveness policies fit with the agenda in Brussels? I shared a few thoughts in this short interview with Clean Energy Wire on the priorities of the German coalition, and what they imply for the EU's initiatives scheduled for 2026👇

The Commission’s new Democracy Shield🛡️raised high expectations but proposes mostly additions to existing frameworks rather than attempt innovation. 👇In my new policy brief out today, I analyse the Commission’s newest democracy strategy. 1/🧵 www.delorscentre.eu/en/publicati...

EU clean tech is under pressure: in the US, the phaseout of green subsidies dampens EU exports and Trump's tariffs re-direct trade, while Chinese over-capacities create very tough price competition. Our new policy brief shows how these drivers interact - and what the EU should do in response (1/4)

New Policy Brief! A joint publication of @bst-europe.bsky.social , @centreeuropeanref.bsky.social , and @delorsberlin.bsky.social. We analyze how recent shifts in US trade and industrial policy are changing the prospects for Europe’s clean tech industry, which is getting squeezed from two sides:

📣 #NewPaper: Lucas Resende Carvalho, @elisabettaco.bsky.social, @etiennehoera.d-64.social and @ph-jaeg.bsky.social explain what an effective EU policy strategy for #CleanTech caught between Trump's tariffs and subsidised Chinese competition should look like. 👉 www.delorscentre.eu/en/publicati...

The German industrial electricity subsidy - the Industriestrompreis - is shaping up: the ministry just published implementation details. This interactive chart shows the maximum relief - also for other member states, considering the indirect emission cost subsidy: delors-data.eu/IES/ (1/3)

Im EU-Parlament wurde letzte Woche erstmals ein relevantes Gesetz mit den Stimmen der extremen Rechten beschlossen. Das ist ein guter Anlass, sich diese Woche dieses unheimlich kluge Gespräch zwischen @tabouchadi.bsky.social und @emcke.bsky.social anzuhören. www.sueddeutsche.de/meinung/podc...

#COP30: "Climate policies are being watered down across the board. Decarbonizing industry, transport, and heating needs a mix of sticks and carrots, i.e., subsidies and carbon prices." @ph-jaeg.bsky.social on the EU carbon market via @anadoluajansicom.bsky.social. 👉 www.aa.com.tr/en/environme...

EPP leader Manfred Weber just gave a very good keynote speech on the future of Europe in Berlin tonight, putting forward seven principles for a stronger EU. Quick thread:

The Commission is set to finally unveil the Democracy Shield 🛡️on 12 November! Here is what it will look like and what details will matter. 🧵

Industriepolitik ist oft kompliziert. In der Automobilbranche dagegen ist - nüchtern betrachtet - erfrischend klar, welche industriepolitischen Maßnahmen DE & die EU brauchen. Lucas, Sander und Nils haben prägnant analysiert, was nur Lobbylärm ist, und wo die wirklichen Probleme liegen. 👇

The car crisis tops today’s EU summit but leaders keep staring at the wrong problem The issue isn’t the 2035 engine ban - it’s demand falling off a cliff today With @sandertordoir.bsky.social and @lucasguttenberg.bsky.social, we show why flipping regs won’t help - and what the EU can do instead.

Für diejenigen, die die Argumente zum Industriestrompreis im Thread unten lieber kompakt und auf deutsch lesen möchten: Jan Diesteldorf hat in der Süddeutschen meinen Policy Brief aufgegriffen: www.sueddeutsche.de/wirtschaft/i...

Excellent investigation in (direct) subsidy schemes mulled over in European capitals. It’s a bad idea. Pursuing dependence on the status quo is a losing strategy. @greens-efa.eu paper says we need strategic investments and choices, instead of blank check handouts. www.greens-efa.eu/en/article/p...

Long thread. Worth your time. There are several real quandaries around how best to support energy-intensive industries, which ones to support and for how long.

Should other EU countries copy Germany's Industriestrompreis? Germany is set to introduce this controversial subsidy soon, which will lower electricity prices for industry. 🧵on whether it is a model to follow & what it means for other EU countries, based on data in new policy brief (1/23)

1. To opinions! Solar is the cheapest source of bulk electricity in many countries, and the quickest to deploy, and now you couldn't stop it being built if you wanted to. The limits to PV build in most places are grid access, permitting, and sometimes installation labour.

For the non-German speakers good take from Deutsche Welle on German autos with some arguments from my side. amp.dw.com/en/german-ch...

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...