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Lucas Resende Carvalho @lucas-res-car.bsky.social · 28/09/2026

1/ Should the #ECF reward the best projects, or spread funding more evenly across regions? I spoke with @euperspectives.bsky.social about this. My short answer: keep the ECF merit-based, and strengthen cohesion policy rather than asking the ECF to do its job. euperspectives.eu/2026/09/eus-...

euperspectives.eu

EU's new fund could decide who builds Europe's next industries - EU Perspectives

Brussels' new €234bn fund could decide who builds Europe's future industries, with wealthier states set to win most of it.

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Lucas Resende Carvalho @lucas-res-car.bsky.social · 16/09/2026

Sharing our team’s analysis of this year’s #SOTEU. Overall, the address offered few surprises, with Canada as a potential associate EU member being one notable exception. There was also dissapointingly little on Europe’s economic ambitions. But one priority clearly stood out: AI.

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Brandon Bohrn @brandonbohrn.bsky.social · 16/06/2026

🚨 New Policy Brief 🚨 As G7 leaders convene this week, questions around transatlantic coordination, strategic resilience, and US policy volatility feel especially timely. Thus pleased to share our latest BSt Europe Policy Brief with @pwalkenhorst.bsky.social 🧵 bst-europe.eu/europe-in-th...

bst-europe.eu

Six Months After the NSS and NDS: Navigating U.S. Volatility and Preserving Transatlantic Relations

The release of the U.S. National Security Strategy (NSS) and National Defense Strategy (NDS) at the turn of 2026 marked a critical inflection point in transatlantic relations. Together, they provided ...

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Anna Heckhausen @annaheckhausen.bsky.social · 28/04/2026

Today marks one of the biggest moments for the #EuropeanParliament in the negotiations on the next #MFF: MEPs gather in Strasbourg to adopt their position on the EU’s next seven-year budget. 1/11

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Claudia-Dominique Geiser @cdgeiser.bsky.social · 26/02/2026

The upcoming 28th regime will likely simplify incorporation in Europe, but this alone won’t fix Europe’s scaling gap. In my new policy brief, I argue the Commission should add regulatory pilots to test rules in high-impact policy areas where reform has stalled: bst-europe.eu/de/wettbewer... 1/

bst-europe.eu

Incubating Integration: Regulatory Pilots within the 28th Regime

Few recent EU initiatives have attracted as much enthusiasm from founders and political leaders as the ‘28th regime’ – a single, opt-in European rulebook intended to simplify cross-border entrepreneur...

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Lucas Resende Carvalho @lucas-res-car.bsky.social · 25/02/2026

1/Today at #COMPET, EU ministers debate the European Competitiveness Fund. As negotiations on the 2028–2034 MFF intensify, we published a new policy brief analysing the proposal and set out 7 recommendations on how to make the ECF work Authored with @annaheckhausen.bsky.social

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Lucas Guttenberg @lucasguttenberg.bsky.social · 30/01/2026

“Coalitions of the willing” are back in vogue. Internationally, that makes sense. But in the EU context, I don’t buy the hype. In fact, it leads to the wrong conclusions and risks weakening the one institutional framework that actually gives Europe collective power in a world without rules. Thread:

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Lucas Resende Carvalho @lucas-res-car.bsky.social · 20/01/2026

1/ The Industrial Accelerator Act (IAA) leaked yesterday. The draft is still very raw: major provisions are missing, placeholders run throughout, and key annexes are empty or absent. This is clearly not the final word ahead of its presentation on 29 Jan – more below.

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Lucas Resende Carvalho @lucas-res-car.bsky.social · 09/01/2026

Our outlook for the year is out, with key things to watch in 2026. I look at the upcoming Industrial Accelerator Act and why lead markets & european preference will be central to the EU's clean tech push. The full outlook by our great team: bst-europe.eu/europe-in-th... @bst-europe.bsky.social

bst-europe.eu

Major Events and Trends Shaping Europe and the World in 2026

As Europe enters a new year, EU leaders have set out an ambitious agenda: strengthening security, boosting economic competitiveness and growth, keeping deficits in check, defending democratic systems ...

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Lucas Resende Carvalho @lucas-res-car.bsky.social · 08/01/2026

Mein Blick auf den MFR Vorschlag der Kommission für das ACI Quarterly: weniger Programme, mehr Wirkung, gezielte Investitionen in Wettbewerbsfähigkeit & mehr Flexibilität. 2026 wird ein Schlüsseljahr in den MFR-Verhandlungen. audit-committee-institute.de/html/de/quar... @bst-europe.bsky.social

audit-committee-institute.de

Audit Committee Quarterly

Audit Committee Quarterly des Audit Committee Institute e.V. - Die vierteljährliche erscheinende Fachzeitschrift enthält Informationen zu aktuellen Fragestellungen rund um den Aufsichtsrat, Corporate Governance im Allgemeinen sowie relevante Entwicklungen

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Lucas Guttenberg @lucasguttenberg.bsky.social · 19/12/2025

So what the hell just happened? Two things: Ukraine will get 90 billion euros. And Orbán did not veto that even though he could have. How so? Short thread:

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Lucas Resende Carvalho @lucas-res-car.bsky.social · 16/12/2025

Very insightful thread on why a reparations loan would be the most viable solution to the Ukraine financing problem.

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Elisabetta Cornago @elisabettaco.bsky.social · 11/12/2025

Great to talk to @kirataylor.bsky.social about our paper on the challenges for European clean tech: listen to our chat on the Foresight Jolt podcast (a must listen, always!): foresightmedia.com/story/srolvn...

foresightmedia.com

US, China turn up the heat on EU cleantech

In today’s episode of The Jolt, Kira looks into a report on the global trade pressures on Europe’s cleantech sector, plus the European Commission proposes grid-strengthening measures

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Sander Tordoir @sandertordoir.bsky.social · 10/12/2025

For electric vehicles transatlantic divergence is even more stark (left hand panel) The US is essentially closed to Chinese EVs - given the 100% tariff and a de facto ban (US rules to prohibit the import of connected vehicle hardware and software systems). The EU imports a lot of Chinese EVs.

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Elisabetta Cornago @elisabettaco.bsky.social · 09/12/2025

The Trump administration's industrial policy U-turn and aggressive trade policy are reshaping global clean tech markets. For EU manufacturers, it's a tale of two shocks: falling US demand + surging Chinese competition. Our new policy brief discusses what's happening and what Europe needs to do 🧵

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Nils Redeker @nilsredeker.bsky.social · 09/12/2025

News from the best EU economic policy collaboration in town with @bertelsmannst.bsky.social and @centreeuropeanref.bsky.social. This time @elisabettaco.bsky.social, @etiennehoera.d-64.social, @lucas-res-car.bsky.social and @ph-jaeg.bsky.social look into cleantech challenges and how to tackle them.

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Sander Tordoir @sandertordoir.bsky.social · 09/12/2025

Faced with China's distortions, US tariffs, and the IRA rollback, should the EU stay in the clean tech race or throw in the towel? A hugely important paper - with a lot of novel data - tackles that question. By Elisabetta, @imlucascarvalho.bsky.social @etiennehoera.d-64.social and Philipp Jäger

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Lucas Resende Carvalho @lucas-res-car.bsky.social · 09/12/2025

New Policy Brief! A joint publication of @bst-europe.bsky.social , @centreeuropeanref.bsky.social , and @delorsberlin.bsky.social. We analyze how recent shifts in US trade and industrial policy are changing the prospects for Europe’s clean tech industry, which is getting squeezed from two sides:

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Etienne Höra @etiennehoera.d-64.social · 30/10/2025

New analysis with @cdgeiser.bsky.social: The EU’s current drive to cut red tape at all costs is weakening Europe. Last week’s failed vote on the Sustainability Omnibus in the European Parliament was the culmination of extreme pressure, poorly designed proposals and political polarisation. Thread:

faz.net

EU-Nachhaltigkeitsregeln: Dieser Bürokratieabbau ist für die EU gefährlich

Will Brüssel seine Regulierung wirklich vereinfachen, sollte es umdenken, erklären zwei Wissenschaftler der Bertelsmann-Stiftung.

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Sander Tordoir @sandertordoir.bsky.social · 01/08/2025

Thought-provoking piece by Bloomberg. With some points from my work. The EU has bought time placating Trump with the trade deal. But if this summer of humiliation is to not turn into a century, the question is what the bloc will do with the time it bought. 1/ www.bloomberg.com/opinion/arti...

bloomberg.com

Europe’s Season of Humiliation Will Last for a While

France’s Emmanuel Macron says the continent is seen as a geopolitical pushover. There’s no easy fix.

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Aslak Berg @aslak.bsky.social · 27/07/2025

The EU-US trade deal is here - it's probably not the end of uncertainty as the details are ironed out, but it's a momentous deal. In sum, it's a political defeat for the EU, but in economic terms I see it as, under the circumstances, a win of sorts. 🧵

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Nils Redeker @nilsredeker.bsky.social · 17/07/2025

Die Bundesregierung sagt, Sie könne den Kommissions-Vorschlag zum neuen EU-Haushalt nicht akzeptieren, weil ein "umfassender Aufwuchs" in Zeiten der Konsolidierung nationaler Haushalte nicht vermittelbar sei. Ich halte das aus ein paar Gründen für keine kluge deutsche Position:

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Sander Tordoir @sandertordoir.bsky.social · 17/07/2025

Last I checked, the EU was highly regulated a decade ago too, when German automakers were dominant. Last I checked, Chinas car sector gained global prominence thanks to a web of tariffs, subsidies, forced tech transfer and gov innovation support. How’s EU regulation to blame?

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Lucas Guttenberg @lucasguttenberg.bsky.social · 14/07/2025

It seems that the Commission will indeed propose one big fund to cover all existing structural funds and the CAP and to organise the payout from this fund via a single national plan That would mean a huge departure from how the EU budget and the MFF negotiations have worked so far. Here is why:

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Lucas Guttenberg @lucasguttenberg.bsky.social · 10/07/2025

The Socialists in the EP have leveraged a no-confidence vote put up by the far right to effectively gut a major part of the reform of the EU budget. Stunning development that further imperils the prospect for a major MFF reform. I had hopes that this time would be different. But I was naive. Thread:

politico.eu

Socialists to support von der Leyen in no-confidence vote after she backs down on EU budget

European Commission president expected to easily survive ― but she has made two major concessions.

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Lucas Resende Carvalho @lucas-res-car.bsky.social · 09/07/2025

1/ The leak for the European Competitiveness Fund has just been made public. Here's a breakdown of the main elements of the proposal. As expected, the COM proposes consolidating several of its directly managed programmes. The draft points to 12/14 programmes merged under a single legal framework

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Lucas Resende Carvalho @lucas-res-car.bsky.social · 04/07/2025

Wer Lust hat, in einem tollen Team an EU-Finanzpolitik zu arbeiten! Wir suchen einen Project Manager für das Europa-Team der Bertelsmann Stiftung. jobsearch.createyourowncareer.com/BertelsmannS...

jobsearch.createyourowncareer.com

Project Manager im Projekt Europas Wirtschaft zukunftsfähig machen (m/w/d)

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Etienne Höra @etiennehoera.d-64.social · 16/06/2025

10% across the board seems to be EU‘s best case scenario now - wouldn’t be surprised if we end up with something considerably worse, especially if there is no credible signal on retaliation if this doesn’t hold. UK has been there and done that with steel and alu.

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Lucas Guttenberg @lucasguttenberg.bsky.social · 13/06/2025

The pretty concise position paper of the new German government on the next long term EU budget aka MFF just dropped. It lends clear support to the Commission's bold reform ideas on the MFF architecture while unsurprisingly also remaining German in a few crucial areas. Here are the main elements:

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Lucas Resende Carvalho @lucas-res-car.bsky.social · 28/05/2025

1/ The EU wants to bundle R&I funding into a new Competitiveness Fund (ECF). The idea: less fragmentation, more strategic focus. The ambition is right. But whether the ECF delivers will depend entirely on how it's designed. Here are four principles that should guide it. bst-europe.eu?p=38401&prev...

bst-europe.eu

From Fragmentation to Strategy: Building a Smart European Competitiveness Fund

The European Commission aims to streamline and simplify its innovation funding by consolidating most of it into a single instrument: the European Competitiveness Fund (ECF). The rationale is clear. Th...

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