Philipp Jäger

How expensive would a "Buy European" rule be? By @ph-jaeg.bsky.social @delorsberlin.bsky.social

Rejecting the IAA because of opt-in/opt-out would be throwing the baby out with the bathwater. Trade relations are, obviously, important. But the IAA can be implemented in a way that it doesn't harm them. And the threat of exclusion to EU market can even open some export markets for the EU.

SO YOU'VE WRITTEN A BIG REPORT and you want us to care about it. Please, if you are targetting journalists etc, do these few very simple things. - include a date - make it easy to navigate (no fancy animation stuff) - single column! - charts should link to data - contact info of relevant authors

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.

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 👇

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...

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

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.

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

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:

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...

"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."

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

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.