The EU needs to complement defensive economic security measures with a focus on boosting its technological and industrial capacities. For this it needs a bold, security-driven investment plan
The electric vehicle industry demonstrates the challenges of de-risking in practice. The EU needs more than tariffs if it wants to prevent a looming over-dependence on Chinese electric vehicles without strangling its own green ambitions
Europe risks becoming a taker, not a maker, of economic security norms. To prevent this, the EU should develop a European economic security mechanism.
The EU’s critical technology list signals a shift in economic security thinking, but it is just one piece of the puzzle
Technology is at the heart of today’s great power struggle. To stand its ground, the EU should not only de-risk its trade ties, but advance its technological edge to build geo-economic leverage
The EU’s new economic security strategy contains strong foundations – but the bloc now needs to create a new strategic technology control instrument
The EU needs understand the root causes of the risks to its economic security – especially the race for techno-industrial leadership between China and the US
With its 11th sanctions package, the EU will enter the realm of secondary sanctions. It needs to set some ground rules for their use
An effective sanctions campaign in wartime needs to be linked to a strategic industrial policy and technology control agenda in peacetime
‘De-risking’ could ensure the EU’s new strategic industrial policy addresses some of the major global challenges facing the bloc
Amid the US-China strategic competition, the EU must develop a new strategic technology doctrine and upgrade its export control policy
The EU needs to complement defensive economic security measures with a focus on boosting its technological and industrial capacities. For this it needs a bold, security-driven investment plan
The electric vehicle industry demonstrates the challenges of de-risking in practice. The EU needs more than tariffs if it wants to prevent a looming over-dependence on Chinese electric vehicles without strangling its own green ambitions
Europe risks becoming a taker, not a maker, of economic security norms. To prevent this, the EU should develop a European economic security mechanism.
The EU’s critical technology list signals a shift in economic security thinking, but it is just one piece of the puzzle
Technology is at the heart of today’s great power struggle. To stand its ground, the EU should not only de-risk its trade ties, but advance its technological edge to build geo-economic leverage
The EU’s new economic security strategy contains strong foundations – but the bloc now needs to create a new strategic technology control instrument
The EU needs understand the root causes of the risks to its economic security – especially the race for techno-industrial leadership between China and the US
With its 11th sanctions package, the EU will enter the realm of secondary sanctions. It needs to set some ground rules for their use
An effective sanctions campaign in wartime needs to be linked to a strategic industrial policy and technology control agenda in peacetime
‘De-risking’ could ensure the EU’s new strategic industrial policy addresses some of the major global challenges facing the bloc
I hope the next CEO’s agenda will be to really double down on making ASML’s case a European case. This is not just a matter for the Dutch government.
Tobias Gehrke on the geopolitical power struggle revolving ASML and the chip industry
The important thing is not to see it only as a raw material challenge, but as really a much broader industrial challenge over who produces the technologies of tomorrow
Tobias Gehrke on the EU’s strategy to secure European access to critical raw materials
Chinese supply capacity exceeds global demand for solar systems, lithium batteries, hydrogen electrolysers, wind turbines and probably also electric cars
Tobias Gehrke on green technologies as the next battleground
Tobias Gehrke on Germany’s dependence on China in the solar industry
Tobias Gehrke on the EU’s economic security strategy