Lucas Resende Carvalho
@lucas-res-car.bsky.social
đ€ 356
đ„ 726
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EU Industrial and Economic Policy | Europe's Future @ Bertelsmann Stiftung
pinned post!
1/Today at
#COMPET
, EU ministers debate the European Competitiveness Fund. As negotiations on the 2028â2034 MFF intensify, we published a new policy brief analysing the proposal and set out 7 recommendations on how to make the ECF work Authored with
@annaheckhausen.bsky.social
about 1 month ago
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Claudia-Dominique Geiser
about 1 month ago
The upcoming 28th regime will likely simplify incorporation in Europe, but this alone wonât fix Europeâs scaling gap. In my new policy brief, I argue the Commission should add regulatory pilots to test rules in high-impact policy areas where reform has stalled:
bst-europe.eu/de/wettbewer...
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Incubating Integration: Regulatory Pilots within the 28th Regime
Few recent EU initiatives have attracted as much enthusiasm from founders and political leaders as the â28th regimeâ â a single, opt-in European rulebook intended to simplify cross-border entrepreneur...
https://bst-europe.eu/de/wettbewerbsfaehigkeit-innovation/incubating-integration-regulatory-pilots-within-the-28th-regime/
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1/Today at
#COMPET
, EU ministers debate the European Competitiveness Fund. As negotiations on the 2028â2034 MFF intensify, we published a new policy brief analysing the proposal and set out 7 recommendations on how to make the ECF work Authored with
@annaheckhausen.bsky.social
about 1 month ago
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Lucas Guttenberg
2 months ago
âCoalitions of the willingâ are back in vogue. Internationally, that makes sense. But in the EU context, I donât buy the hype. In fact, it leads to the wrong conclusions and risks weakening the one institutional framework that actually gives Europe collective power in a world without rules. Thread:
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1/ The Industrial Accelerator Act (IAA) leaked yesterday. The draft is still very raw: major provisions are missing, placeholders run throughout, and key annexes are empty or absent. This is clearly not the final word ahead of its presentation on 29 Jan â more below.
3 months ago
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Our outlook for the year is out, with key things to watch in 2026. I look at the upcoming Industrial Accelerator Act and why lead markets & european preference will be central to the EU's clean tech push. The full outlook by our great team:
bst-europe.eu/europe-in-th...
@bst-europe.bsky.social
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Major Events and Trends Shaping Europe and the World in 2026
As Europe enters a new year, EU leaders have set out an ambitious agenda: strengthening security, boosting economic competitiveness and growth, keeping deficits in check, defending democratic systems ...
https://bst-europe.eu/europe-in-the-world/major-events-and-trends-shaping-europe-and-the-world-in-2026/
3 months ago
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Mein Blick auf den MFR Vorschlag der Kommission fĂŒr das ACI Quarterly: weniger Programme, mehr Wirkung, gezielte Investitionen in WettbewerbsfĂ€higkeit & mehr FlexibilitĂ€t. 2026 wird ein SchlĂŒsseljahr in den MFR-Verhandlungen.
audit-committee-institute.de/html/de/quar...
@bst-europe.bsky.social
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Audit Committee Quarterly
Audit Committee Quarterly des Audit Committee Institute e.V. - Die vierteljÀhrliche erscheinende Fachzeitschrift enthÀlt Informationen zu aktuellen Fragestellungen rund um den Aufsichtsrat, Corporate Governance im Allgemeinen sowie relevante Entwicklungen
https://audit-committee-institute.de/html/de/quarterly.html
3 months ago
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Lucas Guttenberg
4 months ago
So what the hell just happened? Two things: Ukraine will get 90 billion euros. And OrbĂĄn did not veto that even though he could have. How so? Short thread:
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Very insightful thread on why a reparations loan would be the most viable solution to the Ukraine financing problem.
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4 months ago
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Elisabetta Cornago
4 months ago
Great to talk to
@kirataylor.bsky.social
about our paper on the challenges for European clean tech: listen to our chat on the Foresight Jolt podcast (a must listen, always!):
foresightmedia.com/story/srolvn...
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Sander Tordoir
4 months ago
For electric vehicles transatlantic divergence is even more stark (left hand panel) The US is essentially closed to Chinese EVs - given the 100% tariff and a de facto ban (US rules to prohibit the import of connected vehicle hardware and software systems). The EU imports a lot of Chinese EVs.
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Elisabetta Cornago
4 months ago
The Trump administration's industrial policy U-turn and aggressive trade policy are reshaping global clean tech markets. For EU manufacturers, it's a tale of two shocks: falling US demand + surging Chinese competition. Our new policy brief discusses what's happening and what Europe needs to do đ§”
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Nils Redeker
4 months ago
News from the best EU economic policy collaboration in town with
@bertelsmannst.bsky.social
and
@centreeuropeanref.bsky.social
. This time
@elisabettaco.bsky.social
,
@etiennehoera.d-64.social
,
@lucas-res-car.bsky.social
and
@ph-jaeg.bsky.social
look into cleantech challenges and how to tackle them.
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BSt Europe
4 months ago
Europeâs clean tech industry is caught between US tariffs and Chinese overcapacity, and EU producers are in trouble. A new policy brief by
@etiennehoera.d-64.social
,
@lucas-res-car.bsky.social
,
@elisabettaco.bsky.social
, &
@ph-jaeg.bsky.social
plots a path forward âĄïž
bst-europe.eu/competitiven...
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Between a Rock and a Hard Place: Europe's Clean Tech Industry Between Trumpâs Policies and Chinese Pressure
When presenting the Green Deal Industrial Plan in 2023, Ursula von der Leyen stated that âthe race is on to determine who is going to be dominant in the clean tech market in the futureâ. In 2025, this...
https://bst-europe.eu/competitiveness-innovation/between-a-rock-and-a-hard-place-europes-clean-tech-industry-between-trumps-policies-and-chinese-pressure/
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Lucas Resende Carvalho
Sander Tordoir
4 months ago
Faced with China's distortions, US tariffs, and the IRA rollback, should the EU stay in the clean tech race or throw in the towel? A hugely important paper - with a lot of novel data - tackles that question. By Elisabetta,
@imlucascarvalho.bsky.social
@etiennehoera.d-64.social
and Philipp JĂ€ger
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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 Europeâs clean tech industry, which is getting squeezed from two sides:
4 months ago
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Etienne Höra
5 months ago
New analysis with
@cdgeiser.bsky.social
: The EUâs current drive to cut red tape at all costs is weakening Europe. Last weekâs failed vote on the Sustainability Omnibus in the European Parliament was the culmination of extreme pressure, poorly designed proposals and political polarisation. Thread:
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EU-Nachhaltigkeitsregeln: Dieser BĂŒrokratieabbau ist fĂŒr die EU gefĂ€hrlich
Will BrĂŒssel seine Regulierung wirklich vereinfachen, sollte es umdenken, erklĂ€ren zwei Wissenschaftler der Bertelsmann-Stiftung.
https://www.faz.net/pro/weltwirtschaft/eu-nachhaltigkeitsregeln-dieser-buerokratieabbau-ist-fuer-die-eu-gefaehrlich-accg-110754650.html
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6 months ago
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Sander Tordoir
8 months ago
Thought-provoking piece by Bloomberg. With some points from my work. The EU has bought time placating Trump with the trade deal. But if this summer of humiliation is to not turn into a century, the question is what the bloc will do with the time it bought. 1/
www.bloomberg.com/opinion/arti...
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Europeâs Season of Humiliation Will Last for a While
Franceâs Emmanuel Macron says the continent is seen as a geopolitical pushover. Thereâs no easy fix.
https://www.bloomberg.com/opinion/articles/2025-08-01/eu-trade-deal-europe-s-season-of-humiliation-will-last-for-a-while?srnd=homepage-europe&embedded-checkout=true
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Aslak Berg
9 months ago
The EU-US trade deal is here - it's probably not the end of uncertainty as the details are ironed out, but it's a momentous deal. In sum, it's a political defeat for the EU, but in economic terms I see it as, under the circumstances, a win of sorts. đ§”
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Nils Redeker
9 months ago
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 GrĂŒnden fĂŒr keine kluge deutsche Position:
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Sander Tordoir
9 months ago
Last I checked, the EU was highly regulated a decade ago too, when German automakers were dominant. Last I checked, Chinas car sector gained global prominence thanks to a web of tariffs, subsidies, forced tech transfer and gov innovation support. Howâs EU regulation to blame?
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Lucas Guttenberg
9 months ago
It seems that the Commission will indeed propose one big fund to cover all existing structural funds and the CAP and to organise the payout from this fund via a single national plan That would mean a huge departure from how the EU budget and the MFF negotiations have worked so far. Here is why:
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Lucas Guttenberg
9 months ago
The Socialists in the EP have leveraged a no-confidence vote put up by the far right to effectively gut a major part of the reform of the EU budget. Stunning development that further imperils the prospect for a major MFF reform. I had hopes that this time would be different. But I was naive. Thread:
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Socialists to support von der Leyen in no-confidence vote after she backs down on EU budget
European Commission president expected to easily survive â but she has made two major concessions.
https://www.politico.eu/article/socialist-ursula-von-der-leyen-eu-budget-seven-year-commission-president/
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1/ The leak for the European Competitiveness Fund has just been made public. Here's a breakdown of the main elements of the proposal. As expected, the COM proposes consolidating several of its directly managed programmes. The draft points to 12/14 programmes merged under a single legal framework
9 months ago
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Wer Lust hat, in einem tollen Team an EU-Finanzpolitik zu arbeiten! Wir suchen einen Project Manager fĂŒr das Europa-Team der Bertelsmann Stiftung.
jobsearch.createyourowncareer.com/BertelsmannS...
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Project Manager im Projekt Europas Wirtschaft zukunftsfÀhig machen (m/w/d)
Project Manager im Projekt Europas Wirtschaft zukunftsfÀhig machen (m/w/d)
https://jobsearch.createyourowncareer.com/BertelsmannStiftung/job/Berlin-Project-Manager-im-Projekt-Europas-Wirtschaft-zukunftsf%C3%A4hig-machen-(mwd)-BE-10117/1220805201/
9 months ago
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10 months ago
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Etienne Höra
10 months ago
10% across the board seems to be EUâs best case scenario now - wouldnât be surprised if we end up with something considerably worse, especially if there is no credible signal on retaliation if this doesnât hold. UK has been there and done that with steel and alu.
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Lucas Guttenberg
10 months ago
The pretty concise position paper of the new German government on the next long term EU budget aka MFF just dropped. It lends clear support to the Commission's bold reform ideas on the MFF architecture while unsurprisingly also remaining German in a few crucial areas. Here are the main elements:
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BSt Europe
11 months ago
New Policy Brief by
@lucas-res-car.bsky.social
with recommendations for a smart European Competitiveness Fund: Clear scope, full toolbox, agile governanceâread more here:
bst-europe.eu/competitiven...
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From Fragmentation to Strategy: Building a Smart European Competitiveness Fund
The European Commission aims to streamline and simplify its innovation funding by consolidating most of it into a single instrument: the European Competitiveness Fund (ECF). The rationale is clear. Th...
https://bst-europe.eu/competitiveness-innovation/recommendations-european-competitiveness-fund/
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1/ The EU wants to bundle R&I funding into a new Competitiveness Fund (ECF). The idea: less fragmentation, more strategic focus. The ambition is right. But whether the ECF delivers will depend entirely on how it's designed. Here are four principles that should guide it.
bst-europe.eu?p=38401&prev...
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From Fragmentation to Strategy: Building a Smart European Competitiveness Fund
The European Commission aims to streamline and simplify its innovation funding by consolidating most of it into a single instrument: the European Competitiveness Fund (ECF). The rationale is clear. Th...
https://bst-europe.eu/?p=38401&preview=1&_ppp=f109ceb684
11 months ago
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