At BCG's Centre for Sustainability Policy & Regulation, we've been analysing the EU's proposed Industrial Accelerator Act to see what it means for key impacted sectors, such as metals and automotive. In short, it's complex, and depends where you sit in the value chain.(1/5)
Tim Figures
@timfigures.bsky.social
Geopolitics and trade expert at Boston Consulting Group. I focus on European trade and investment, trade and climate and green industrial policy. Views my own etc.
As CBAMs proliferate, ensuring a common understanding of product carbon accounting standards will be essential. We tackle this issue and other related topics in this great webinar!
Watch our latest webinar on sustainability and climate governance. With @emilylydgate.bsky.social, Alberto Morales @oecd-ocde.bsky.social, Ritwika Sengupta and @timfigures.bsky.social 👉 youtu.be/lwrhVfZdjRw
Great to participate in this discussion. CRM ecosystems are one way we can move from strategies to actual investments on the ground.
Critical Minerals: Listen to our latest podcast exploring different approaches developed by the UK, EU, US and others to secure access to supply chains 🎧👉 on.soundcloud.com/WgfzFSDvu6se... @chrishorseman.bsky.social, @borderlex.net @sunayanasasmal.bsky.social, @uktpo.org, @timfigures.bsky.social
Join the discussion about how to leverage national standards, assurance systems to create globally aligned but locally practical governance systems in climate & sustainability, 13 Feb universityofsussex.zoom.us/webinar/regi... @emilylydgate.bsky.social @oecd-ocde.bsky.social @timfigures.bsky.social
A patchwork of trade nodes -- that's the most likely future scenario for global trade. As the US plays by its own rules, and China focusses on self sufficiency, how will medium-sized developed economies & the BRICS+ fare? Details in the BCG 2026 Global Trade Report: www.bcg.com/publications...
Trade in Transition: How to Prepare for a Patchwork World Order
As multilateralism dissolves, a new order seems to be emerging in which goods are traded under different sets of rules.
bcg.com
What role can Africa play in a world of shifting trade? And how can it seize the opportunity as trade growth moves to the global South? Our new BCG report - 'Seizing Opportunity in a Shifting Geopolitical Landscape' explores these questions: www.bcg.com/publications...
Seizing Opportunity in a Shifting Geopolitical Landscape
As global trade fractures and power realigns, Africa stands at a pivotal crossroads—where rising geopolitical turbulence collides with unprecedented opportunity for those ready to act.
bcg.com
With the EU and the UK doubling down on industrial decarbonisation, there’s an opportunity for deeper cooperation beyond ETS linkage. A UK-EU Climate & Energy Agreement could contribute to energy security, lower energy prices & facilitate energy transition for both sides 👉 citp.ac.uk/publications...
Great to speak to @robfranciseu.bsky.social about the findings from our BCG Global Trade Report and what they mean for EU external trade.
Europe’s slow growth is due to a major geopolitical shift: the open global trading environment that once fueled its competitiveness is gone, says @timfigures.bsky.social in a new exclusive interview with @robfranciseu.bsky.social👇 #EUtrade #geopolitics borderlex.net/2025/02/18/i...
Therefore, uniform values could let “dirtier” firms skate by. We don’t think this should happen: citp.ac.uk/publications... What are your thoughts on balancing simplicity vs accuracy in carbon reporting? #FunTradeFactFriday
The UK CBAM journey: Assessing the Government’s response to its consultation of March 2024 | CITP
citp.ac.uk
What do geopolitical changes mean for EU trade growth? Strip out energy and the potential impact of new US tariffs and it's mainly an emerging markets story (notably minus China). Read more in our new Global Trade Report: www.bcg.com/publications...
What will global trade look like on 2033? It will be shaped by geopolitics more than ever as we enter a more multipolar world. What does this mean? We tried to answer this question in our latest BCG Global Trade Report: www.bcg.com/publications...
I thought I'd break the ice on here by talking about - you've guessed it - CBAMs. Our new BCG report looks at the challenges caused by new climate-related trade measures and suggests ways in which different CBAMs could work together in a spirit of 'co-opetition' www.bcg.com/publications...
Climate Coopetition May Be the Best Route to Net Zero
In a shifting geopolitical landscape, policymakers and business leaders need to rethink how they collaborate—and compete—across borders as they work to reduce emissions.
bcg.com