Everything on Industrial Policy

US policy now employs quasi-state capitalist models with guaranteed offtake and defense-linked equity.

Impact: European competitors must adopt similar risk-sharing mechanisms to attract private capital and secure domestic manufacturing capacity.

— from Securing Rare Earth Supply Chains: Geopolitical Strategy & Industrial Policy · Mikroökonomen a.k.a. Mikrooekonomen· Jul 26, 2026

The EU proposes 'Europe First' procurement rules and strategic protection for key industries, including green technology and digital infrastructure. This marks a shift toward industrial policy to counter US and Chinese dominance.

Impact: European companies in strategic sectors may gain a competitive advantage in public procurement, but this could lead to trade tensions and retaliatory measures from the US and China.

— from US Labor Shock and EU Strategic Autonomy · Mikroökonomen a.k.a. Mikrooekonomen· Feb 23, 2026

Current industrial policy focuses on preserving existing structures rather than fostering disruptive change. A shift toward enabling innovation and allowing structural transformation is necessary to sustain long-term growth.

Impact: Embracing structural change allows resources to flow into higher-value sectors, improving overall economic efficiency and adapting to demographic shifts.

— from Germany's Aging Capital Stock and Investment Crisis · bto – der Ökonomie-Podcast von Dr. Daniel Stelter· Feb 04, 2026

The EU is implementing a 'Made in Europe' strategy to link public funding to domestic production, countering state-subsidized competitors like China and the US.

Impact: This will reshape supply chains, forcing companies to localize production to access subsidies, potentially increasing costs but enhancing resilience.

— from EU Industrial Sovereignty and Global Trade Shifts · im Loop: Der News-Podcast von Finanzfluss· Feb 02, 2026

Short-term electricity subsidies are insufficient for long-term industrial competitiveness. Structural reduction of system costs and grid tariffs is required to retain heavy industry in Germany.

Impact: Determines the future location of energy-intensive manufacturing and the success of the green industrial transition.

— from Financing Germany's Energy Transition and Dollar Decline · Handelsblatt Today - Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage· Jan 28, 2026