After the elections this Sunday, the EU will be less willing to spend big on climate. Therefore, other levers besides flat-out subsidies must be used more to get households and companies to make green investments. For this, *reducing uncertainty* will be crucial. Thread: (1/15) Getting the EU Green Deal done needs ~€620 billion additional investments each year, of which lion share must come from private sector. In my new policy position, I sketch ways to reduce regulatory and cost uncertainty to boost green investments: (2/15)delorscentre.eu/en/publication…

Policy makers are intervening more actively in the economy, e.g. to boost clean tech or reduce energy prices. But these 'vertical' interventions require a thorough understanding of the sector, which must be based on sufficient data and analytical capacities. The EU lacks both.🧵 To design, execute and monitor some key EU policies, public administrations must answer analytically complicated questions. Take clean tech manufacturing, which the EU wants to boost.
Open questions: Which clean technologies, if any, should receive manufacturing subsidies? (2/19)

Energy-intensive industries are facing two main challenges: high energy prices & decarbonisation. But there is no convincing EU strategy for them yet - my new policy paper delves into what such a strategy should look like, and why lowering energy prices isn't enough. 🧵 👇 (1/29) First, some context: How much have energy prices increased, and how has this impacted production of energy-intensive industries?
While wholesale prices have come down from peaks in 2022, the electr. prices EU companies pay have gone up in 2023 (source: Afry) (2/29)

EU competitiveness is under threat - and to shorten the wait for you until Mario Draghi's competitiveness report comes out, check out the discussion paper that @FraFind, @LindnerJS and I put together for the Evian Conference back in September. Thread w/ key points: On various key metrics, the EU is being outperformed by peers like the US. One metric that epitomizes a lot of the problems is GDP growth, where the US has been doing better than the EU. Another one is ICT patents.

1/ Green hydrogen is all the buzz right now. In my new policy brief, I take a critical look at hydrogen’s high transport costs, and what it implies for EU policies. To make costs tangible, I created the interactive model below – try it out yourself at hydrogen-model.eu/#model 2/ The EU isn’t as sunny or windy as other regions, so green electricity and hence green H2 production is cheaper elsewhere, like in Chile, many African countries, or Australia. In line with this, the EU and many member states plan to import giant volumes of H2 from abroad.