Tristan Beucler

@tristan-beucler.bsky.social

Industry Analyst @StrategicPerspectives

Europe’s strategic industries need support to thrive. Lead markets with European preference can create demand, secure investment, and protect against unfair competition. Read our latest paper on how to implement them 👇 strategicperspectives.eu/the-case-for...

The case for European preference in strategic sectors | Strategic Perspectives

New report shows that European preference for lead markets can reinforce the business case to produce in the EU.

strategicperspectives.eu

❌ Game (WT)Over? ❌ The U.S.'s IRA domestic content bonuses, Brazil's local content conditionalities on public loans, China's "buy Chinese" targets for State-owned companies, Indonesia's VAT reductions depending on local content for EVs...

Bild

Good news: EU capitals are planning to reach the #climate target of 55% by 2030. The aggregate of the 27 national plans get us to 54% according to the Commission. These findings cut through the political noise of a 'backlash' and reveal a more consistent reality of progress. My full take here ⬇️

Bild

Great news on 2040 in the #German coalition treaty! They support a net 90% target at EU level with the following conditions: - max 3% of high quality Article 6 credits can be used, - Germany's domestic 2040 target (88% 'gros') won't increase, - permanent (!) and sust. removals.

📖 🚨 Read our new report: Lead markets: driving net-zero industries made in Europe 🏭 🇪🇺 How can the EU support predictable offtake for its strategic net-zero industries and restore their competitiveness? A 🧵

🏭A European Steel and Metals Action Plan The Steel and Metals Action Plan comes at a crucial time for the EU’s steel industry as it faces unfair international competition, a slowdown in demand, and the need for major investments to decarbonise.

Bild

Les négociations de l'accord de coalition entre CDU et SPD seront décisives pour permettre à l’Allemagne de retrouver son rôle au sein de l’UE dans un contexte géopolitique et économique mouvant. Lisez l’analyse de ma collègue @lindakalcher.bsky.social au sujet des élections d'hier ici ⬇️.

Strategic Perspectives@strategicperspectives.eu · 2y ago

Germany’s federal elections took place amidst shifting geopolitical and economic dynamics. Read about the key reasons why both Germany and the EU need an operational German government quickly in our new blog by @lindakalcher.bsky.social strategicperspectives.eu/new-german-g...

Next week, the European Commission will launch the Clean Industrial Deal. It can be Europe’s answer to geopolitical turbulence and rising economic security concerns. Here the 5 things to watch for a Deal that repositions the EU as a net-zero powerhouse👇 strategicperspectives.eu/clean-indust...

5 things to watch in the Clean Industrial Deal | Strategic Perspectives

Five priorities can turn the Clean Industrial Deal into a holistic industrial strategy for Europe to become a net-zero powerhouse.

strategicperspectives.eu