Sign in

Philipp Jäger

@ph-jaeg.bsky.social
660 followers 317 following 287 posts

Senior Policy Fellow @DelorsBerlin, covering EU econ & climate policy || previously at EU Commission, working on Germany's recovery || Econ at LSE

PostsRepliesMedia
Philipp Jäger @ph-jaeg.bsky.social · 07/10/2026
Do you have their full document / justification?
100
Philipp Jäger @ph-jaeg.bsky.social · 07/10/2026
Rejecting the IAA because of opt-in/opt-out would be throwing the baby out with the bathwater. Trade relations are, obviously, important. But the IAA can be implemented in a way that it doesn't harm them. And the threat of exclusion to EU market can even open some export markets for the EU.
064
Reposted by Philipp Jäger
Stanley Pignal @spignal.bsky.social · 28/08/2026
SO YOU'VE WRITTEN A BIG REPORT and you want us to care about it. Please, if you are targetting journalists etc, do these few very simple things. - include a date - make it easy to navigate (no fancy animation stuff) - single column! - charts should link to data - contact info of relevant authors
914738
Reposted by Philipp Jäger
Nils Redeker @nilsredeker.bsky.social · 28/08/2026
Gestern hat Friedrich Merz gemeinsam mit anderem Staats- und Regierungschef gefordert, der Vorschlag zum nächsten EU-Haushalt müsse um „mehrere Hundert Milliarden“ gekürzt werden. Durch die deutsche Debatte geistern dabei wieder ein paar Mondzahlen. Daher nochmal der Versuch einer Einordnung.
35935
Reposted by Philipp Jäger
Nils Redeker @nilsredeker.bsky.social · 02/07/2026
Was bei den Diskussionen hier zum Reformpaket nicht untergehen sollte: Die Bundesregierung stellt sich in der EU-Industriepolitik gerade grundsätzlich neu auf. Neuer Handelsschutz gegen China; EU Präferenz in strategischen Sektoren und Joint Venture Regeln für chinesische Investitionen 1/2
2167
Philipp Jäger @ph-jaeg.bsky.social · 23/06/2026
But either way - the IAA's cost escape clauses are the wrong tool to make strategic decisions like that, given that the cost gap can be the result of foreign industrial policies and manipulation (like CN currency manipulation and historic & current subsidies). (2/2)
120
Philipp Jäger @ph-jaeg.bsky.social · 23/06/2026
@codendahl.bsky.social If a EU industry is hopelessly behind competitors, indeed we shouldn’t subsidise it (apart from R&D and scale-up for next-generation products). But that’s not the case for EU EVs yet – there’s still a chance for the EU to narrow the gap to China which the EU should take (1/2)
120
Philipp Jäger @ph-jaeg.bsky.social · 22/06/2026
New paper out on the Industrial Accelerator Act - Nils has the key take-aways in the thread below. The mechanism in the IAA has potential - but with its proposed operationalisation, the IAA risks becoming a paper tiger: new administrative burdens, limited economic effect. How to fix that? See 👇
092
Reposted by Philipp Jäger
Nils Redeker @nilsredeker.bsky.social · 22/06/2026
This summer, the EU plans to finally get serious about Chinese industrial policy. The Buy European rules in the Industrial Accelerator Act could be a key part of the answer. The catch: in their current form, they may do more harm than good. @ph-jaeg.bsky.social and I have some ideas to fix them.
1179
Reposted by Philipp Jäger
Thu Nguyen @onethuthree.bsky.social · 13/05/2026
Great to see Sweden, Austria, Estonia, Finland, Germany and NL pushing for stronger rule of law conditionality in next MFF, as reported by FT. Especially good to see their proposal to introduce reverse QMV for sanctions, which I also argued for in this JDC paper: www.delorscentre.eu/en/publicati...
15213
Reposted by Philipp Jäger
Jannik Jansen @jannikjansen.bsky.social · 12/05/2026
For years, Europe assumed foreign investment would naturally generate industrial upgrading. The Industrial Accelerator Act marks a shift. @aleichthammer.bsky.social & I argue its FDI conditionality targets a real issue, but is currently too weak to solve it 🧵 www.delorscentre.eu/en/publicati...
delorscentre.eu
Selective Conditionality: The EU’s Emerging Approach to Foreign Investment
12211
Reposted by Philipp Jäger
Thu Nguyen @onethuthree.bsky.social · 07/05/2026
German Foreign Minister Wadephul gave a keynote speech on the EU yesterday titled "Boldly shaping the future of Europe", with several proposals for institutional reform: www.auswaertiges-amt.de/de/newsroom/... Quick thread on the main points:
auswaertiges-amt.de
Rede von Außenminister Johann Wadephul auf der XIII. Adenauer Konferenz - „Mutig die Zukunft Europas gestalten“
Kohle und Stahl, zwei Roh- und Werkstoffe, die über Jahrhunderte sowohl Auslöser als auch Grundlage für Krieg in Europa waren. Sie bildeten 1950 das Fundament eines der erfolgreichsten&...
2159
Reposted by Philipp Jäger
Thu Nguyen @onethuthree.bsky.social · 22/04/2026
Die @szde.bsky.social berichtet heute Morgen über mein neues Papier zum Vorschlag der EU-Kommission, EU-Gelder im neuen mehrjährigen Haushalt stärker an die Rechtsstaatlichkeit zu knüpfen: www.sueddeutsche.de/politik/unga...
1168
Philipp Jäger @ph-jaeg.bsky.social · 15/04/2026
and here the Euractiv article: www.euractiv.com/news/brussel... @nkurmayer.bsky.social
euractiv.com
Brussels pitches state subsidy bonanza to combat Iran war energy shock | Euractiv
The draft EU plan “goes much further than the current state aid rules”, said one expert
030
Philipp Jäger @ph-jaeg.bsky.social · 15/04/2026
If you're interested in the the interaction and scope of the two subsidy types, I discuss them in my policy brief here: www.delorscentre.eu/en/publicati... . (3/3)
delorscentre.eu
Cautionary tale or model for Europe? How member states should react to Germany’s new electricit
The EU’s updated state-aid rules now permit direct industrial electricity subsidies (IESs), allowing Germany to introduce its planned ‘Industriestrompreis’. This policy brief presents new data on subs...
100
Philipp Jäger @ph-jaeg.bsky.social · 15/04/2026
The proposal isn't public, but EURACTIV has seen it. If COM adopts this and the German govt implements it, then it's a massive win for German energy-intensive industry, which so far basically only benefitted from the indirect emission cost (which is more generous than the Industriestrompreis). (2/3)
102
Philipp Jäger @ph-jaeg.bsky.social · 15/04/2026
Wow - beyond the change discussed in the first thread, it seems like the Commission is proposing a major change for subsidising electricity for industry: indirect emission cost (Strompreiskompensation) & CISAF electricity price relief (Industriestrompreis) could be used jointly for up to 50%! (1/3)
164
Philipp Jäger @ph-jaeg.bsky.social · 14/04/2026
and here the press release by COM on the proposed changes: ec.europa.eu/commission/p...
ec.europa.eu
Commission consults Member States on proposal for a Temporary Crisis Framework
The European Commission is gathering the views of Member States on a draft proposal for a State aid Temporary Crisis Framework to support the EU economy in the context of the Middle East crisis, as an
010
Philipp Jäger @ph-jaeg.bsky.social · 14/04/2026
But as argued in my policy brief: the Industriestrompreis is far from optimal - subsidies can be spent more wisely, and other member states shouldn't emulate the German scheme. (5/5) www.delorscentre.eu/en/publicati...
delorscentre.eu
Cautionary tale or model for Europe? How member states should react to Germany’s new electricit
The EU’s updated state-aid rules now permit direct industrial electricity subsidies (IESs), allowing Germany to introduce its planned ‘Industriestrompreis’. This policy brief presents new data on subs...
142
Philipp Jäger @ph-jaeg.bsky.social · 14/04/2026
What does it mean for Germany? The DE "Industriestrompreis" subsidy is on the finish line to be implemented. But with the proposed change, the DE govt could probably make it somewhat more generous, as they have been wanting to. But DE will have to weigh that against the risk of another delay. (4/5)
130
Philipp Jäger @ph-jaeg.bsky.social · 14/04/2026
How much of an additional alleviation would that be? If the other two conditions (yellow and blue above) are not softened - then perhaps not that much, unless prices really go into extreme territory. (3/5)
151
Philipp Jäger @ph-jaeg.bsky.social · 14/04/2026
Under state aid rules in place since last summer ("CISAF"), lowering electricity prices for industry has 3 main caveats - in color below. ➡️Now, Com now wants to soften these criteria, and increase the aid intensity from the currently 50% - which I take to be the criterion in green. (2/5)
140
Philipp Jäger @ph-jaeg.bsky.social · 14/04/2026
Subsidies on full throttle? The EU Commission is about to change state aid rules yet again, given the energy crisis. One interesting component: electricity prices for energy-intensive industries can be subsidised even more. This impacts subsidies like Germany's "Industriestrompreis": (1/5)
1156
Reposted by Philipp Jäger
Der (europäische) Föderalist @foederalist.eu · 13/04/2026
Europas Industrie steht unter Druck. Hohe Energiepreise und ein fragmentierter Welthandel setzen Branchen wie Automobil, Chemie, Stahl und Maschinenbau zu. Bringt der von der EU‑Kommission vorgeschlagene Industrial Accelerator Act Lösungen? #EUtogo -Podcast mit THU NGUYEN und PHILIPP JÄGER
foederalist.eu
EU to go – Made in Europe: Rettungsanker für die Industrie?
Ein Blog über die Demokratie in Europa
131
Philipp Jäger @ph-jaeg.bsky.social · 13/04/2026
Marlene's new paper explains expertly how the proposed Scale-Up fund can help address two major challenges: investments in European scale-ups need to be larger than what the current private Venture Capital funds can offer - and they need to go into high-risk, high-reward, high-spillover businesses.
050
Philipp Jäger @ph-jaeg.bsky.social · 09/04/2026
Wer sich für Buy European interessiert und wissen möchte, was der Industrial Accelerator Act für die Industrie leisten kann --> Erklärungen & Einschätzungen in der neuen Podcast-Folge👇 & stay tuned - bald kommt auch ein JDC Policy Brief zum Thema
083
Reposted by Philipp Jäger
Nicolai von Ondarza @nvondarza.bsky.social · 16/03/2026
From my point of view, the scoop by @dpa is real and consequential: It shows that the EPP does not only vote together with the far-right (which everyone in Brussels knows now) but is actively coordinating with them. This included physical meetings and online coordination with ECR, PfE and ESN.
1122
Reposted by Philipp Jäger
Nils Redeker @nilsredeker.bsky.social · 04/03/2026
After months of wrangling and an epic list of delays, the Commission has finally released its Industrial Accelerator Act. This could turn into one of the EU’s most consequential industrial policy files in years - and the proposal is honestly not a bad place to start. Some quick thoughts:
413760
Philipp Jäger @ph-jaeg.bsky.social · 20/02/2026
for last two charts, c.f. FT-article from last November: www.ft.com/content/239e...
ft.com
Can anything halt the decline of German industry?
Europe’s manufacturing champion is in free fall. Economists are suggesting radical steps to save what is left
000
Philipp Jäger @ph-jaeg.bsky.social · 20/02/2026
Taking a wider look, beyond energy-intensive manufacturing, to industrial production as a whole: again, Germany's relative performance is not looking great in EU comparison Part of the recent worries are the falling exports and rising imports of capital goods with China. (3/3)
120
Philipp Jäger @ph-jaeg.bsky.social · 20/02/2026
Second, there's striking heterogeneity across countries. Germany is really the problem child here for many products - only on steel it's starting to look better again for Germany (2/3).
150
Philipp Jäger @ph-jaeg.bsky.social · 20/02/2026
The Industrial Accelerator Act, aimed to boost energy-intensive industries and clean tech, faces another delay. Meanwhile, energy-intensive industry continues to struggle. I looked into the data. First, overall poor performance espc. for the chemical industry - although a small recent uptick (1/3)
1135
Reposted by Philipp Jäger
Nils Redeker @nilsredeker.bsky.social · 11/02/2026
Tomorrow’s summit is a chance for EU leaders to stop chasing the wrong fixes — and finally sketch a response that matches the scale of Europe’s economic challenge. Here, lucasguttenberg.bsky.social, @sandertordoir.bsky.social and I lay out what that could look like. www.politico.eu/article/euro...
politico.eu
Europe is chasing the wrong fix for its growth crisis
The continent’s old growth model no longer works in today’s world. And EU leaders need a plan that matches the scale of this shift.
54720
Philipp Jäger @ph-jaeg.bsky.social · 04/02/2026
Here the annex with the factors and how they are defined (weighted average of the CO2 intensity of electricity produced from fossil fuels) (4/4) eur-lex.europa.eu/legal-conten...
eur-lex.europa.eu
000
Philipp Jäger @ph-jaeg.bsky.social · 04/02/2026
If anyone knows which data series and exact calculation the Commission used - do tell. Politically, there will be high-level fights over ETS1 this year. But besides them, the climate bubble shouldn't leave the important but more obscure, technical factors like these to the lobbyist (3/4)
100
Philipp Jäger @ph-jaeg.bsky.social · 04/02/2026
This "indirect emission cost" subsidy costs many billions each year, and depends heavily on the "emission intensity factor". The higher this factor for a country, the higher the maximum subsidy. No matter what Eurostat acrobatics I try - and I have tried a bunch - I get much lower numbers. (2/4)
100
Reposted by Philipp Jäger
Jan-Werner Mueller @jwmueller-pu.bsky.social · 03/02/2026
"The point is not that what progressives do must never be criticized; the point is that the relentless drive to find fault with both sides equally results in a sense of (false) equivalence among those taking cues from supposedly trustworthy centrists."
theguardian.com
Beware of ‘anti-woke’ liberals: they attacked the left and helped Trump win | Jan-Werner Müller
So-called ‘reactionary centrist’ pundits proclaimed that there was a global ‘vibe shift’ in favor of the right. They were wrong
713245
Reposted by Philipp Jäger
Centre for European Reform @centreeuropeanref.bsky.social · 27/01/2026
Thank you to @elisabettaco.bsky.social, Alexandr Hobza, @tpellerincarlin.bsky.social & @ph-jaeg.bsky.social for speaking at @centreeuropeanref.bsky.social/ @bst-europe.bsky.social/ @delorsberlin.bsky.social event on 'Shaping the right policies for Europe's clean tech industry' in Brussels yesterday.
0114
Reposted by Philipp Jäger
Marlene Schörner @marleneschoerner.bsky.social · 23/01/2026
You may have missed it amidst the chaos of the last few days, but there is a new high-level EU report in town: A Franco-German task force led by Jörg Kukies and Christian Noyer presented recommendations to tackle the scale-up financing gap. Here is what it says and why you should care about it.
24917
Reposted by Philipp Jäger
Philipp Jäger @ph-jaeg.bsky.social · 19/12/2025
End of year reflections on EU climate policy: it’s really not looking good for the Green Deal. @jannikjansen.bsky.social and I wrote a short piece on why we're far from "staying the course" - and why that's a strategic mistake for Europe (1/12) tinyurl.com/jdc-green-deal
delorscentre.eu
Europe is hollowing out its Green Deal, leaving a vacuum of political
23621
Reposted by Philipp Jäger
Federica Genovese @fgenovese.bsky.social · 21/12/2025
Excellent thoughts and notes, but recall that in 2025 there is not really such a thing as a “center” in EU politics — here we are really talking about the political right rowing back on climate ambition due to fear of being eaten by the far rights.
1299
Philipp Jäger @ph-jaeg.bsky.social · 21/12/2025
*"continent on the planet", of course
010
Philipp Jäger @ph-jaeg.bsky.social · 19/12/2025
In 2026, the political centre should again own the Green Deal and embrace it as a core strategic project. Abandoning it would leave Europe weaker economically, socially, and geopolitically, while creating a vacuum of political vision that others are ready to fill. (end)
231
Philipp Jäger @ph-jaeg.bsky.social · 19/12/2025
The better political strategy is making a clear, unapologetic case for the societal and economic benefits of the green agenda. It's not too late for such a course correction yet: (11/12)
130
Philipp Jäger @ph-jaeg.bsky.social · 19/12/2025
When mainstream parties echo far-right talking points (or even vote with them) they may quiet criticism on a single file. But doing so validates the backlash story that climate action is elitist, punitive, and optional— ultimately legitimising the far right and widening its reach. (10/12)
151
Philipp Jäger @ph-jaeg.bsky.social · 19/12/2025
So, why does the centre not champion the Green Deal? The reluctance is driven, at least in part, by the fear that doing so would further fuel the far right, which has deliberately weaponised opposition to climate policy as a wedge issue. But this logic is deeply flawed: (9/12)
130
Philipp Jäger @ph-jaeg.bsky.social · 19/12/2025
Third, fiscal logic: Cutting emissions and investing in adaptation now is far cheaper than the inevitable catch-up later, as climate impacts intensify. Reminder: Europe is the fastest warming planet. It's the opposite of economic prudence to ignore these mounting liabilities. (8/12)
260
Philipp Jäger @ph-jaeg.bsky.social · 19/12/2025
Second, geopolitics: Delivery on climate at home is a precondition for credibility abroad. It underpins Europe’s ability to forge new partnerships, not just on climate but across trade, investment, and security cooperation (7/12)
150
Philipp Jäger @ph-jaeg.bsky.social · 19/12/2025
Doubling down on the Green Deal also lowers energy costs over time and reduces exposure to imported fossil fuels, which have repeatedly proved volatile and politically risky (6/12).
230
Philipp Jäger @ph-jaeg.bsky.social · 19/12/2025
First, weakening the Green Deal doesn't save but actually undermines Europe’s competitiveness - moving away helps a handful of loud industries in the very short term, but at high costs for the rest of the economy, as well as putting the brakes on future growth sectors like clean tech. (5/12)
171