Commentary
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Recent commentary
The Letta report: an assessment of the energy proposals
The report has the potential to substantially impact the European Union's strategic agenda from 2024-29
Use the financial system to enforce export controls on Russia
Industrial policy for economic security
Use the financial system to enforce export controls on Russia
Prohibition of Western tech exports to Russia is not working; rapid measures are needed to tighten up
Commentary items
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Opinion piece
16 March 2023
Fully reimbursing SVB depositors may prove to be a bad move (via CNN)
Reimbursing all SVB and Signature Bank depositors — even if their deposits are worth millions of dollars will have long-term impacts.
Nicolas Véron
First glance
17 March 2023
The Net-Zero Industry Act puts EU credibility at risk
The EU Net-Zero Industry Act looks like it’s been set up to keep everyone happy – and to achieve limited results.
Grégory Claeys
Opinion piece
17 March 2023
The Net-Zero Industry Act puts EU credibility at risk
Grégory Claeys
Opinion piece
15 March 2023
There are no shortcuts to finance
The basic underpinnings of regulation, reserves and (legal) recourse are missing in decentralised finance, or DeFi.
Maria Demertzis
Newsletter
15 March 2023
The Belt and Road Initiative transformation makes it a more – not less- useful tool for China
Alicia García-Herrero
Opinion piece
15 March 2023
Europe is out of the immediate energy crisis
The challenge now for policymakers and industry alike is to smoothly facilitate a transition toward structurally lower gas consumption.
Ben McWilliams, Simone Tagliapietra and Georg Zachmann
First glance
15 March 2023
EU electricity market design reform: too quick a fix for a complex problem?
EU proposals on stimulating energy investment signal a paradigm shift; much more clarity is needed before they can be agreed.
Georg Zachmann
First glance
13 March 2023
China’s new regulator hints at a major clean-up of the world’s largest financial sector
Among several institutional changes, the most significant might be the creation of a new nationwide regulator to oversee China’s financial industry.
Alicia García-Herrero
First glance
13 March 2023
Much of the Global South is on Ukraine’s side
The idea that the Global South is taking a neutral stance over the war in Ukraine is overstated.
Nicolas Véron
Newsletter
13 March 2023
Can the EU and US correct the course on trade relations?
André Sapir
Opinion piece
10 March 2023
Search to answer engine shift challenges dynamic competition
Microsoft and Google’s move towards answer engines requires competition authorities to preserve dynamic competition.
Christophe Carugati
First glance
09 March 2023
The EU Net Zero Industry Act and the risk of reviving past failures
How the EU might respond to clean tech subsidies, in the form of a leaked draft law entitled the Net Zero Industry Act (NZIA), is deeply worrisome.
Niclas Poitiers, André Sapir, Simone Tagliapietra, Reinhilde Veugelers and Jeromin Zettelmeyer
First glance
07 March 2023
Economic efficiency versus geopolitical resilience: strategic autonomy’s difficult balancing act
A timely analysis on the notion of strategic autonomy in the EU's industrial policy.
Simone Tagliapietra
First glance
07 March 2023
Li Keqiang’s farewell points to employment as China’s major problem
China's modest 2023 growth target provides more evidence of a focus on sustainable growth and jobs.
Alicia García-Herrero
Opinion piece
07 March 2023
Economic efficiency versus geopolitical resilience: strategic autonomy’s difficult balancing act
Simone Tagliapietra
Newsletter
06 March 2023
How can EU policy drive the transition to net-zero?
Jean Pisani-Ferry