All of a sudden, these countries are exporting things that they do not produce themselves
Tobias Gehrke explains how neighbouring countries help the Kremlin to evade sanctions
All of a sudden, these countries are exporting things that they do not produce themselves
Tobias Gehrke explains how neighbouring countries help the Kremlin to evade sanctions
The ball is now in Europe’s court. European Union member states need to urgently put export controls on their geopolitical and geo-economic agendas
Analysis of Tobias Gehrke and Julian Ringhof on the role of Europe towards global exports competition
The Commission is in a pretty tough spot because […]once you open the coffers for Germany and France it will be difficult to get consensus for common instruments
Tobias Gehrke on why easing state aid rules within the EU to facilitate cash flowing into the lower carbon economy is tricky
One of the key objectives of the IRA is to exclude Chinese suppliers from clean energy supply chain
Tobias Gehrke believes that the IRA’s priority was reducing US dependence on Chinese imports
The longer a regime like this is in place, it’s a bit of a game of whack-a-mole. We’ve never had a sanctions regime of this magnitude on such a big economy
Tobias Gehrke on sanctions against Russia
Supply chain ramifications can be massive. If there are more restrictions coming, this is an issue that affects the single market
A cascade of chips restrictions imposed by one single country could spell trouble for the whole EU, explains Tobias Gehrke
The US economic strategy has been adjusted from the top down
Tobias Gehrke points to the US motivation behind the IRA to curb inflation
his is an important narrative shift which acknowledges the growing risks around China’s already dominant position in key supply chains
The Net-Zero bill, and other reforms, are not solely about responding to the US IRA, but to China’s industrial strength too, Tobias Gehrke notes
Europeans would start very small as more a proof of concept, seeing how it works for industry X and Y
It would be logical to first include semiconductor or high-tech companies, according to Tobias Gehrke
Buy American used to mean that only American companies were allowed to compete for government contracts. Now we are talking about the heart of industry and climate transition
In an interview, Tobias Gehrke talks about the IRA and the transatlantic trade conflict.