⏰ You can still register for the upcoming Henrik Enderlein Fellowship Lecture at the @hertieschool.bsky.social. Join us for a conversation on the societal foundations of Europe's #resilience and the role of state capacity in maintaining public trust. @stiftungmercator.bsky.social Sign up now 👇

Henrik Enderlein Fellowship Event

The Henrik Enderlein Fellowship welcomes incoming Fellow Corina Ajder and honours outgoing Fellow Marija Golubeva. An evening of keynotes and discussion.

delorscentre.eu

So, in the first half of 2026, German exports: 🇺🇸 to the US: −6.1% 🇨🇳 to China: −12.2% 🇪🇺 to the rest of the EU: +7.5% Since Germany is looking for a new growth model, there might be a clue somewhere in here.

Gestern hat Friedrich Merz gemeinsam mit anderem Staats- und Regierungschef gefordert, der Vorschlag zum nächsten EU-Haushalt müsse um „mehrere Hundert Milliarden“ gekürzt werden. Durch die deutsche Debatte geistern dabei wieder ein paar Mondzahlen. Daher nochmal der Versuch einer Einordnung.

Am 7. Juli entscheidet sich Marine Le Pens politisches Schicksal. Oder doch nicht? Ich durfte dazu ein paar Gedanken für den Spiegel beisteuern. Die Kurzfassung: Le Pen und Bardella brauchen die Loyalität des jeweils anderen, um 2027 zu gewinnen. Es wird schwierig. www.spiegel.de/ausland/mari...

(S+) Marine Le Pen: Jetzt beginnt für Frankreichs Rechtspopulisten die schwerste Phase

Jordan Bardella, Chef des Rassemblement National, löst sich Schritt für Schritt von seiner Ziehmutter Marine Le Pen. Am 7. Juli entscheidet ein Gericht, wer von beiden ins Rennen um den Élysée geht.

spiegel.de

🛰️ One month ago at the French Embassy Berlin: Building a European Security Architecture in Space. Two panels, one message – Europe must act strategically & together. Swipe through for a few of the standout quotes on Europe's path to autonomy, security, and competitiveness in #space. Link below.

Was bei den Diskussionen hier zum Reformpaket nicht untergehen sollte: Die Bundesregierung stellt sich in der EU-Industriepolitik gerade grundsätzlich neu auf. Neuer Handelsschutz gegen China; EU Präferenz in strategischen Sektoren und Joint Venture Regeln für chinesische Investitionen 1/2

Merz will die EU anführen– bisher mit gemischtem Erfolg. Kein Gespür für den europäischen Prozess, keine Fähigkeit, Partner einzubinden, so der Vorwurf. Doch das Vorpreschen ist kein Versehen, es ist Methode. Mein neuer Artikel für @internationalepolitik.de: internationalepolitik.de/de/fuehrung-...

Führung im Alleingang

Bundeskanzler Friedrich Merz möchte innerhalb der Europäischen Union wieder mehr Verantwortung übernehmen.

internationalepolitik.de

Machtpoker am Golf – Unser Policy Fellow @aleichthammer.bsky.social war gestern Teil der phoenix runde. 🎤 Er unterstreicht: "Wirtschaftliche Abhängigkeiten werden zunehmend als Druckmittel benutzt." Die Straße von Hormus ist dafür ein Extrembeispiel, aber kein Einzelfall. Link in den Kommentaren.

Great to see the Commission is developing a key missing tool that can increase political unity and strengthen EU trade credibility. @etiennehoera.d-64.social, @aslak.bsky.social and I laid it out last year with a transatlantic trade war in mind: www.delorscentre.eu/en/publicati...

This summer, the EU plans to finally get serious about Chinese industrial policy. The Buy European rules in the Industrial Accelerator Act could be a key part of the answer. The catch: in their current form, they may do more harm than good. @ph-jaeg.bsky.social and I have some ideas to fix them.

As EU leaders gather at the European Council tomorrow to discuss mounting Chinese import pressure, a consensus is emerging that industrial overcapacity poses a systemic threat to Europe’s manufacturing base. Far less settled is what the EU should do about it.

Fantastic new OECD data comparing international subsidies in key sectors. "For Chinese firms, almost 60% of their global market share gains can be explained by the subsidies received." Worth keeping in mind when people insist Europe’s competitiveness problem is mainly about overregulation.

the clock is ticking

Sander Tordoir@sandertordoir.bsky.social · 5mo ago

Germany is the epicentre of the China Shock 2.0 reverberating in global markets In a new joint paper, CFR's Brad Setser and I show the shock is a key driver of Germany’s economic malaise. And it's accelerating Berlin needs to stop admiring the problem, and join efforts to fight back 1/many

mieser slay, thu

Thu Nguyen@onethuthree.bsky.social · 5mo ago

Ich durfte heute auf der re:publica für das WDR Europaforum die europapolitischen Diskussionen etwas einordnen. Es ging u.a. um europäische Geschlossenheit, Wirtschaft, und was Angela Merkel gestern gesagt hat: www.ardmediathek.de/tv-programm/...

The latest reports about the suspension of DMA fines against Google confirm what @aleichthammer.bsky.social and I wrote last year in an opinion piece for @table.media: With Trump, negotiations are never settled. Concessions today only fuel new demands tomorrow. www.delorscentre.eu/de/publikati...

Why the DSA is not up for negotiation

Just days after unveiling details of the transatlantic trade arrangement, Donald Trump threatened retaliatory tariffs over the EU’s digital laws. Brussels must now draw a line: its rulebook is not up ...

delorscentre.eu

heiseonline@heise.de · 5mo ago

Berichte über eine Intervention der EU-Kommissionspräsidentin von der Leyen sorgen für Empörung: Zivilgesellschaft und EU-Parlament fordern DMA-Durchsetzung. #Digital Markets Act

Some seats still available for Wednesday's keynote with Spanish FM José Manuel Albares @delorsberlin.bsky.social @hertieschool.bsky.social Madrid's emphasis on multilateralism & international law has been widely noted. A chance to hear the rationale firsthand. www.delorscentre.eu/en/events-at...

Thu Nguyen@onethuthree.bsky.social · 5mo ago

We are very pleased to welcome Spanish Foreign Minister José Manuel Albares next Wednesday for a keynote speech on the future of Europe. The keynote will be followed by a discussion with me and Q&A with the audience. Join us! Spaces are limited, register here: www.delorscentre.eu/en/events-at...

At the risk of not being able to visit my friends in the US anymore: the ongoing evidence of full-fledged kleptocracy is insane www.ft.com/content/f921...

Donald Trump traded hundreds of millions of dollars in US securities in first quarter

Transactions relating to companies including Nvidia, Palantir, Paramount and Boeing listed in disclosures

ft.com

We are very pleased to welcome Spanish Foreign Minister José Manuel Albares next Wednesday for a keynote speech on the future of Europe. The keynote will be followed by a discussion with me and Q&A with the audience. Join us! Spaces are limited, register here: www.delorscentre.eu/en/events-at...

📣 How can the EU shape foreign investment? Our latest policy brief by @jannikjansen.bsky.social & @aleichthammer.bsky.social looks at the Industrial Accelerator Act and what it means for Europe’s industrial strategy, zooming in on the principle of selective conditionality. Link in the comments.

Great to see Sweden, Austria, Estonia, Finland, Germany and NL pushing for stronger rule of law conditionality in next MFF, as reported by FT. Especially good to see their proposal to introduce reverse QMV for sanctions, which I also argued for in this JDC paper: www.delorscentre.eu/en/publicati...

This report and @palmapolyak.bsky.social’s recent work on European gigafactories diagnosing the same failure: weakly conditioned investment rules and badly integrated and governed subsidies are causing many incoherences that are undermining EU industrial policy at the moment we need it the most.

Jannik Jansen@jannikjansen.bsky.social · 5mo ago

For years, Europe assumed foreign investment would naturally generate industrial upgrading. The Industrial Accelerator Act marks a shift. @aleichthammer.bsky.social & I argue its FDI conditionality targets a real issue, but is currently too weak to solve it 🧵 www.delorscentre.eu/en/publicati...

Sometimes it takes a whole village to raise a paper (or smth like this) Genuinely proud of this one - many a sleepless nights with @jannikjansen.bsky.social coming to fruition For the German readers amongst you, Handelsblatt covered us exclusively www.handelsblatt.com/politik/inte...

Handelspolitik: Experten kritisieren Abschwächung von EU-Investitionsvorgaben

Die EU will strategische Sektoren vor unlauterem Wettbewerb aus China schützen. Eine dem Handelsblatt vorliegende Analyse zeigt, warum das geplante Gesetz dieses Ziel nicht erreichen könnte.

handelsblatt.com

Jannik Jansen@jannikjansen.bsky.social · 5mo ago

For years, Europe assumed foreign investment would naturally generate industrial upgrading. The Industrial Accelerator Act marks a shift. @aleichthammer.bsky.social & I argue its FDI conditionality targets a real issue, but is currently too weak to solve it 🧵 www.delorscentre.eu/en/publicati...

German Foreign Minister Wadephul gave a keynote speech on the EU yesterday titled "Boldly shaping the future of Europe", with several proposals for institutional reform: www.auswaertiges-amt.de/de/newsroom/... Quick thread on the main points:

Ein Unternehmen gründen in nur 48 Std, das in ganz Europa operieren kann, ohne viel Papierkram oder Kosten - das ist das zentrale Versprechen von EU Inc. Ob EU Inc. ein Gamechanger für Europas Startups wird, darüber spreche ich mit @marleneschoerner.bsky.social: open.spotify.com/episode/3OIB...

EU Inc. – Gamechanger für Europas Startups?

open.spotify.com

There's a global race to secure EV battery gigafactories & reduce reliance on China. But not all clean-tech projects are created equal. Some generate good jobs & domestic capacities, others produce ecological harm & low value-added enclaves. New paper & thread 👇 www.tandfonline.com/doi/full/10....

Suspending funds is the EU’s strongest tool to safeguard rule of law. In Hungary, release of frozen EU funds was a key factor in Péter Magyar’s campaign. The Commission wants to enshrine RoL conditionality in the next MFF. In a new paper, I take a closer look: www.delorscentre.eu/en/publicati...

Die @szde.bsky.social berichtet heute Morgen über mein neues Papier zum Vorschlag der EU-Kommission, EU-Gelder im neuen mehrjährigen Haushalt stärker an die Rechtsstaatlichkeit zu knüpfen: www.sueddeutsche.de/politik/unga...

Young, innovative firms often struggle to grow in Europe, and access to finance is a key issue. Now the EU is setting up a €5bn public-private fund: The Scaleup Europe Fund. In my new policy brief, I discuss whether this is a good idea and how the fund should be designed. Main takeaways 👇

Kommunalwahlen, Endergebnisse: Frankreich ist mehrheitlich mitte-rechts in der Fläche, links in den Großstädten, und es gab Trostpreise für die Ränder und Renaissance. Die wichtigsten Ergebnisse und ihre Folgen: 🧵 www.lemonde.fr/les-decodeur...

🚨🚨 Unusual with such moral integrity for a European political leader: Spanish PM Pedro Sanches insists that #Spain won't temper criticism of #Trump's attacks on #Iran over fear of reprisals and commercial pressure. 👇 www.politico.eu/article/pedr...

Sánchez says Spain won’t temper criticism of Trump’s attack on Iran over ‘fear of reprisals’

Spanish PM insists he won’t bow to U.S. commercial pressure, as he leads international opposition to the strikes against Tehran.

politico.eu