Industrial policy

China’s race to electrification

Is China turning into an “electrostate” — and how will that change the balance of global energy?

Alicia García-Herrero, Ben McWilliams and Yuyun Zhan

China can decarbonise the world – but even that won’t fix its overcapacity problem

China is on track to meet global green-tech demand but needs to pivot from manufacturing to infrastructure

Alicia García-Herrero and Haoxin Mu

Climate risks to global supply chains

Extreme weather is disrupting supply chains more often, making risk awareness, mitigation and global policy coordination increasingly vital

Madalena Barata da Rocha, Heather Grabbe and Niclas Poitiers

Will Europe fight for its economic power?

Rebecca Christie

Europe’s fight should start by doing away with hesitation

Ursula von der Leyen is right to say Europe is in a ‘fight’ around competitiveness and values, but it may lack the right pugilistic attitude

Simone Tagliapietra

The Chinese economy: stimulus without rebalancing

China remains hesitant about rebalancing its growth model towards greater consumption

Alicia García-Herrero and Jianwei Xu

How is innovation competition exacerbating global overcapacity?

The world is moving into a period of entrenched manufacturing overcapacity, threatening deflation and stagnant growth

Jianwei Xu

How should the EU govern Chinese investment in its EV transition?

Cecilia Trasi

The European single market: restarting the perpetual revolution

Boosting the EU single market needs stronger rule enforcement and targeted harmonisation, especially in services and regulated professions

Roel Dom and Niclas Poitiers

A smart European strategy for electric vehicle investment from China

Chinese EV investment aids EU decarbonisation but brings risks, needing a united EU strategy to align it with climate, industrial and security aims

Simone Tagliapietra, Cecilia Trasi and Gregor Sebastian

European companies operating in China: from digging in to rethinking their presence

EU firms in China face low profits, rising pressure and reduced expansion, prompting strategy shifts and calls for stronger EU support

Alicia García-Herrero, Théo Storella and Jianwei Xu

Towards an EU-China non-summit?

The EU-China relationship is caught in a cycle of disgruntlement – and it doesn’t appear to be getting any better

Alicia García-Herrero

Greening global industry: clean energy, trade and development

How to accelerate European green transition while cooperating with the Global South

Rebecca Christie, Ben McWilliams and Jeromin Zettelmeyer

Can defence investment be sustainable? The European Commission thinks so

European Commission guidance on defence investment and sustainability could ease reputational concerns for investors

Silvia Merler

The EU’s new climate and trade policy will be a good deal for US steel and aluminum

Simone Tagliapietra

Are Europe’s clean industrial goals at odds with those of the Global South?

Simone Tagliapietra