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ph-jaeg.bsky.social
Policy Fellow @DelorsBerlin, covering EU econ & climate policy || previously at EU Commission, working on Germany's recovery || Econ at LSE
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"France is teaming up with the EU’s climate laggards to decouple discussions on the bloc’s upcoming 2035 and 2040 climate targets". Frankly, given its recent stance on a regulatory break, on CSRD & CS3D, France can no longer be considered as a a climate gatekeeper and might join the laggards club.

The new EU state aid framework CISAF is out. It allows to subsidise electricity prices for some EII (allowing versions of the DE "Industriestrompreis"). Given restrictions, the actual subsidy is smaller than one might think, as I illustrated below (inspired by a Handelsblatt article from yesterday)

The new EU state aid framework CISAF is out. It allows to subsidise electricity prices for some EII (allowing versions of the DE "Industriestrompreis"). Given restrictions, the actual subsidy is smaller than one might think, as I illustrated below (inspired by a Handelsblatt article from yesterday)

🧵 Yesterday’s FT piece reported the EU is preparing to turn up the retaliatory heat as the July 9 deadline nears, and with it the threat of 50% tariffs on EU goods. www.ft.com/content/3d3...

The Clean Industrial Deal is a flagship initiative of vdLeyen's 2nd term. It's a good strategy paper - but will its implementation live up to its promises? It's still early, but first indicators, incl. first action plans, are not encouraging. New policy brief w/ recommendations out today 🧵(1/n)

The Clean Industrial Deal is a flagship initiative of vdLeyen's 2nd term. It's a good strategy paper - but will its implementation live up to its promises? It's still early, but first indicators, incl. first action plans, are not encouraging. New policy brief w/ recommendations out today 🧵(1/n)

Wer Donnerstag nächste Woche (26.06) in Berlin ist: bei unserem EU to go sprechen @philippverpoort.bsky.social vom PIK und ich über den Clean Industrial Deal und die Zukunft der energieintensiven Industrien - wie immer mit Croissants & Kaffee.

📆 Wie kann die EU ihre #Industrie für das grüne Zeitalter rüsten, ohne wirtschaftliche Substanz zu verlieren? ☕ Um diese und weitere Fragen des #CleanIndustrialDeal geht es bei unserem nächsten #EU to go-Frühstück am Donnerstag, den 26. Juni, ab 8.30 Uhr im Q Club in der Friedrichstraße.

Not a helpful debate. If the EU is serious about clean industrial strategy, all tools need to be on the table. Instead of clutching its pearls over production aid or Buy EU rules, the EU needs a sector-by-sector discussion on where and how they could be useful. on.ft.com/4k7mefL

Passend zur heutigen VDA-Forderung, stärker auf E-Fuels zu setzen: Eine verdienstvolle Recherche zum Stand der Dinge beim Porsche-Projekt Haru Oni in Chile.

Excited to start as EU Fiscal and Investment Policy Fellow at the @delorsberlin.bsky.social ! From #MFF negotiations to new #EU #competitiveness priorities - I‘ll be working on the big budget questions facing Europe. Grateful to stay with the fantastic JDC team - now on the think tank side.

The German government just put forward a 75% tax write-off for corporate EV purchases. Not a bad bit of industrial policy - company cars make up 60% of new registrations in the EU and are still trailing private households on electrification.

Hauptsächlich Strohmann-Argumente von Lars Feld @larsfeld.bsky.social im HB. Man kann ja einzelne Subventionsmechanismen (wie Intel) kritisieren - aber konzeptuell braucht es Industriepolitik angesichts ausländischer Subventionen, Externalitäten, und partiellem europäischen Hinterherhinken. (1/2)

Hast du gute Ideen, wie die europäischen Finanzmärkte Bürger:innen, Unternehmen und Klimaschutz besser unterstützen können? Dann bewirb dich bis 31. Mai und werde Teil unseres @delorsberlin.bsky.social Teams! #Kapitalmarktunion #Bankenunion #GreenFinance hertie-school.dvinci-easy.com/en/p/en/jobs...

🧵 In my new policy brief, I argue that Chinese overcapacities threaten economically vital, employment-intensive, and strategic EU industries. Trump may worsen the trend, but the threat exists regardless of what Washington decides on any given day: www.delorscentre.eu/en/publicat...

@everyone in Berlin: Join us next Monday (19th) in discussing all things climate, competition and green industrial policy, with Commissioner Teresa Ribera. Registration link below 👇

🧵The EU is ready to target €100bn of US goods with tariffs if talks collapse. In our new op-ed, @etiennehoera.d-64.social & @aslak.bsky.social and I argue that beyond retaliation, the EU must share the economic burden to boost its leverage in negotiations and increase any retaliation's credibility

The political economy setup of the DE bidding zone review seems strange. Transmission grid operators have the centre stage in the debate - and an incentive to oppose a split. Q to electricity bubble: No DE split = more DE transmission lines needed = larger asset base = more profit for DE TSOs, no?

Wer kommenden Montag in Berlin ist, sollte unbedingt zur Jubiläumsausgabe von unserem EU to go Podcast kommen - diesmal live, mit Katharina Barley, Vizepräsidentin des EU-Parlaments 👇

Auch wenn es weh tut und politisch aufwendig wird: wer glaubwürdige EU-Fiskalregeln will, wird um eine erneute Reform nicht herum kommen. Warum das so ist, haben @lucasguttenberg.bsky.social und ich im @wirtschaftsdienst.bsky.social aufgeschrieben: www.wirtschaftsdienst.eu/inhalt/jahr/...

Germany's incoming government missed its Easter deadline for taking office, but our new policy brief lands just in time. @onethuthree.bsky.social, @lindnerjs.bsky.social & I unpack the coalition deal - where fiscal ambition & policy vagueness mask deeper conflicts www.delorscentre.eu/en/publicati...

On Europe, the 146-page CDU/CSU-SPD coalition agreement offers more direction than detail. In our new paper, @lindnerjs.bsky.social, @jannikjansen.bsky.social & I analyse what it says on key EU policies: budget, economy, climate, defence, migration & EU reforms. www.delorscentre.eu/en/publicati...

Jens Spahn, contender for DE minister for Economy & Energy, says that under his watch, there would be no vertical industrial policy - only general measures (e.g. energy price reduction). But as Draghi showed, given climate externalities & CH industrial policies, such simplistic Econ101 won't work. 🧵

EU to go am 24. April: "Macht, Musk und Meinungsfreiheit – Wer schützt Europas digitalen Diskurs?" @luisequaritsch.bsky.social & Philipp Darius vom Centre for Digital Governance analysieren, welche Bedrohungen der Online-Diskurs in Europa erlebt. Zur Anmeldung: www.delorscentre.eu/de/veranstal...