Industrial policy

Reforming European Defence Procurement to Boost Military Innovation and Startups

Ethan Kapstein, Javier Ospital and Guntram B. Wolff

What will shape the debate on ETS reform?

Flora Marchioro

ETS Tracker

This tracker maps the EU ETS through data on emissions, compliance, allowances, auction revenues, prices and installations

Jan Abrell, Marie Jugé, Flora Marchioro, Ben McWilliams, Thomas Mramor, Roberto Rossini, Simone Tagliapietra and Georg Zachmann

Beyond tariffs: why Europe and India must prioritise investment into manufacturing

Alicia García-Herrero, Rajeswari Sengupta and Nina Vujanović

European clean tech tracker

This tracker provides an overview of the main innovation, manufacturing and deployment trends in clean tech in Europe

Benjamin Bjerkan-Wade, Marie Jugé, Ugnė Keliauskaitė, Ben McWilliams, Roberto Rossini and Simone Tagliapietra

Competing for inputs: how the European Union can improve critical raw materials supply security

EU critical raw materials projects fall short of self-sufficiency targets, making trade deals and targeted investment central to supply security

Madalena Barata da Rocha, Antoine Mathieu Collin and Camille Reverdy

The EU emissions trading system works but most industrial decarbonisation is still to come

Survey evidence shows regulated manufacturers respond to the EU carbon price, but want reassurance on policy direction and stringency

Debora Revoltella and Fotios Kalantzis

The battle for the AI stack

Europe’s options for AI in the midst of US-China strategic competition

Alicia García-Herrero, Bertin Martens, Paul Triolo and Yuyun Zhan

Europe’s rearmament problem is demand, not ‘help to buy’

A proposed bank to finance defence spending does not seem designed to fix more fundamental fragmentation problems, and may even reinforce them

Gene Frieda

Steel is the test case for dealing with China’s overcapacity

Alicia García-Herrero

To what extent can green infrastructure investment mitigate China’s clean-energy overcapacity?

China’s green industrial strategy has outpaced demand, leaving renewables firms under strain and grid expansion as the key test of market rebalancing

Alicia García-Herrero and Haoxin Mu

Stack battles: the US-China artificial-intelligence rivalry is moving beyond chips alone

China is challenging US leadership in both AI hardware and software, with Europe unlikely to catch up

Alicia García-Herrero and Bertin Martens

Tracking the EU Clean Industrialisation Process: A Focus on Batteries and Electric Vehicles

Benjamin Bjerkan-Wade, Marie Jugé, Ugnė Keliauskaitė, Ben McWilliams and Simone Tagliapietra

Europe’s third way on AI is easier said than done

Alicia García-Herrero

How trade constraints and confusion imperil FDI

Trade restrictions and uncertainty hurt foreign direct investment more than previously thought, showing the value of predictability in trade policy

Jonathan D. Ostry

Defence innovation and procurement reform: an empirical evaluation of the US Defense Innovation Unit

The DIU has widened and deepened US defence procurement, showing innovation units can bring more commercial tech firms into military supply

Ethan Kapstein, Javier Ospital and Guntram B. Wolff