‘Reshoring’, ‘friendshoring’ , ‘de-risking’, ‘nearshoring’, however you call it, is now becoming a measurable reality on the ground.
Industrial policy & trade
THINK TANK: Malmström on EU elections, China, industrial policy, ASEAN, critical minerals
This week’s international think tanks’ focus: the trade implications from the European Union’s elections, reducing EU reliance on Chinese supply chains, the realities of United States’s industrial policy, ASEAN’s digital trade agenda – and streamlining EU action on critical raw materials.
THINK TANK: Chips subsidy wars continued
It’s a quiet week in the international trade policy think tank world. There is one standout piece from the Peterson Institute for International Economics in Washington that focuses on United States and South Korean industrial policy and semiconductors.
THINK TANK: EU trade strategy and industrial policy, EU-Brazil
European think tanks have been busy exploring how to increase the European Union’s export performance, how the bloc should respond to Beijing’s industrial policy and the impact of Brussels’ climate regulations on Brazil.
THINK TANK: Voluntary sustainability standards, CRM, China
Some notable topics covered by think tanks recently include barriers to integrating voluntary sustainability standard into bilateral free trade agreements, Africa’s critical raw materials and the China clean tech threat.
Think tank: Russian LNG, Net Zero Industry Act, CSDD in Vietnam
This week it’s Brussels’ Bruegel that isn’t pulling any punches on critical EU policies on Russian gas and net-zero technologies. The Institute for European Environmental Policy is proposing ways to implement the new EU sustainability due diligence regulations in countries such as Vietnam.
EU readies for formal critical minerals talks with US
The European Commission released the draft negotiating mandate it is seeking from EU member states to formally start negotiations with the United States on a critical minerals trade agreement.
THINK TANK: EU subsidy and industrial policy focus
Think tanks in Europe this week have been busy scrutinising the EU’s recently very active subsidy-industrial policy nexus.
Comment: TTC 4 addresses some recent transatlantic crises over tech, green subsidies
The fourth meeting of the EU-US mega-talk shop called the Trade and Technology Council in Sweden has, in the eyes of most observers, been the most productive of them all so far. Although it hasn’t delivered on some big-ticket items, a slew of small deals and initiatives start revealing its …
Comment: The trade policy of Emergency Europe
Emergency Europe, a term forged during the eurozone crisis reached the EU’s trade policy during the pandemic. There are now-established patterns for many areas of trade policy affected by global and regional turmoil. Let’s brace for a more unpredictable EU.
