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

New paper out on the Industrial Accelerator Act - Nils has the key take-aways in the thread below. The mechanism in the IAA has potential - but with its proposed operationalisation, the IAA risks becoming a paper tiger: new administrative burdens, limited economic effect. How to fix that? See 👇

Nils Redeker@nilsredeker.bsky.social · last mo.

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.

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.

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...

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:

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...

Wow - beyond the change discussed in the first thread, it seems like the Commission is proposing a major change for subsidising electricity for industry: indirect emission cost (Strompreiskompensation) & CISAF electricity price relief (Industriestrompreis) could be used jointly for up to 50%! (1/3)

Philipp Jäger@ph-jaeg.bsky.social · 4mo ago

Subsidies on full throttle? The EU Commission is about to change state aid rules yet again, given the energy crisis. One interesting component: electricity prices for energy-intensive industries can be subsidised even more. This impacts subsidies like Germany's "Industriestrompreis": (1/5)

Subsidies on full throttle? The EU Commission is about to change state aid rules yet again, given the energy crisis. One interesting component: electricity prices for energy-intensive industries can be subsidised even more. This impacts subsidies like Germany's "Industriestrompreis": (1/5)

Europas Industrie steht unter Druck. Hohe Energiepreise und ein fragmentierter Welthandel setzen Branchen wie Automobil, Chemie, Stahl und Maschinenbau zu. Bringt der von der EU‑Kommission vorgeschlagene Industrial Accelerator Act Lösungen? #EUtogo -Podcast mit THU NGUYEN und PHILIPP JÄGER

EU to go – Made in Europe: Rettungsanker für die Industrie?

Ein Blog über die Demokratie in Europa

foederalist.eu

Marlene's new paper explains expertly how the proposed Scale-Up fund can help address two major challenges: investments in European scale-ups need to be larger than what the current private Venture Capital funds can offer - and they need to go into high-risk, high-reward, high-spillover businesses.

Marlene Schörner@marleneschoerner.bsky.social · 4mo ago

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 👇

Wer sich für Buy European interessiert und wissen möchte, was der Industrial Accelerator Act für die Industrie leisten kann --> Erklärungen & Einschätzungen in der neuen Podcast-Folge👇 & stay tuned - bald kommt auch ein JDC Policy Brief zum Thema

Thu Nguyen@onethuthree.bsky.social · 4mo ago

Neue Podcastfolge! Mit @ph-jaeg.bsky.social habe ich über den EU Industrial Accelerator Act gesprochen und ob Made in Europe-Klauseln die europäische Industrie retten können. Hier reinhören: open.spotify.com/episode/4znY...

From my point of view, the scoop by @dpa is real and consequential: It shows that the EPP does not only vote together with the far-right (which everyone in Brussels knows now) but is actively coordinating with them. This included physical meetings and online coordination with ECR, PfE and ESN.

After months of wrangling and an epic list of delays, the Commission has finally released its Industrial Accelerator Act. This could turn into one of the EU’s most consequential industrial policy files in years - and the proposal is honestly not a bad place to start. Some quick thoughts:

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...

Europe is chasing the wrong fix for its growth crisis

The continent’s old growth model no longer works in today’s world. And EU leaders need a plan that matches the scale of this shift.

politico.eu

"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."

Beware of ‘anti-woke’ liberals: they attacked the left and helped Trump win | Jan-Werner Müller

So-called ‘reactionary centrist’ pundits proclaimed that there was a global ‘vibe shift’ in favor of the right. They were wrong

theguardian.com

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

Europe is hollowing out its Green Deal, leaving a vacuum of political

delorscentre.eu

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.

Philipp Jäger@ph-jaeg.bsky.social · 8mo ago

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

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

Europe is hollowing out its Green Deal, leaving a vacuum of political

delorscentre.eu

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...

Regime change instead of business as usual: A pan-European corporate law to unlock cross-border

delorscentre.eu

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...

The EU's critical raw materials predicament: ReSourceEU to the Rescue?

The EU’s dependence on highly concentrated critical raw material (CRM) supply chains, above all on China, has emerged as a central economic security vulnerability.

delorscentre.eu

📣 #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

Regime change instead of business as usual: A pan-European corporate law to unlock cross-border

delorscentre.eu

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👇

Clean Energy Wire | CLEW@cleanenergywire.bsky.social · 8mo ago

#Preview2026: Germany urged to fight harder to protect EU emissions trading ambition – researcher Weakening the ETS w/o strengthening other policies risks collapsing climate action structure, "tanking overall clean investments," says @ph-jaeg.bsky.social www.cleanenergywire.org/news/preview...

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...

The European Democracy Shield – Papering over the cracks

Protecting European democracy requires consistent commitment to democratic values both at EU and at national level – not just the creation of additional strategies.

delorscentre.eu

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: