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Philipp Jäger @ph-jaeg.bsky.social

So, what's needed to ensure the CID is actually turned into hard-edged policy? The brief gives four recommendations (12/n)

jun 20, 2025, 2:54 pm • 0 0

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Philipp Jäger @ph-jaeg.bsky.social

1️⃣Implementing proposed instruments forcefully. As the CID remains vague, it will be crucial that the EU is bold when deciding the specifics of its industrial policy tools. In the paper, I illustrate this with lead markets, state aid rules (opex subsidies!) and EV purchasing schemes. (13/n)

jun 20, 2025, 2:54 pm • 0 0 • view
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Philipp Jäger @ph-jaeg.bsky.social

2️⃣Widening the coverage of sector-specific policies to additional key industries For key industries, COM should develop additional sector-specific strategies - e.g. for batteries and wind, as well as for energy-intensive industries such as paper and cement etc (i.e. NACE 17 & 23). (14/n)

jun 20, 2025, 2:54 pm • 0 0 • view
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Philipp Jäger @ph-jaeg.bsky.social

3️⃣ Increasing speed of implementation Doing industrial policy is complicated, and rushing it has risks – but so too does being slow. One example: The first EU lead market strategy is from 2008 (!). We can't wait untill 2030 for the public procurement revision to be implemented to get them. (15/n)

jun 20, 2025, 2:54 pm • 1 0 • view
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Philipp Jäger @ph-jaeg.bsky.social

4️⃣Being explicit about what EU industrial policies can realistically deliver This requires, first, that COM provide more clarity on who does what - EU-level, member states, and the private sector. Hydrogen subsidies are a good example (explained in the paper) for why this needs improvement. (16/n)

jun 20, 2025, 2:54 pm • 0 0 • view
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Philipp Jäger @ph-jaeg.bsky.social

The Commission should also be more explicit about the limits of industrial policies. For instance, the 40% domestic manufacturing objective set out in the NZIA is neither realistic nor desirable for solar PV anymore - let's be clearer about this. More examples in the paper. (17/n)

jun 20, 2025, 2:54 pm • 0 0 • view
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Philipp Jäger @ph-jaeg.bsky.social

🏁 An ambitious implementation of the CID is essential for EU competitiveness, sovereignty and climate objectives. The good news: the EU can still get this right. But for this, CID implementation must match the scale and urgency of the challenges faced by EU clean industries (18/18)

jun 20, 2025, 2:54 pm • 1 0 • view
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Philipp Jäger @ph-jaeg.bsky.social

here the paper: www.delorscentre.eu/en/publicati...

jun 20, 2025, 2:54 pm • 2 1 • view
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Philipp Jäger @ph-jaeg.bsky.social

and if you are in Berlin next Thursday, come discuss these findings with us at our EU to go: www.delorscentre.eu/de/veranstal...

jun 20, 2025, 2:54 pm • 1 0 • view