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EuropeanCommission-Speech
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AEuropethatprotects,transformsandprojects:industrialpolicytheEuropeanway-SpeechbyCommissionerThierryBretonattheBruegelAnnualMeeting
Brussels,6September2023
Waronourcontinent,climatechange,pandemics,ageingpopulation,globaltechnologicalrace,geopoliticsofsupplychains:tectonicplatesareshifting,andthereisagrowingawarenessthatEuropeneedstodevelopamoresophisticatedanswerthanpitchingso-calledfreetradersagainstso-calledprotectionists.
RecentdisruptionshaveexposedEurope'soverrelianceonahandfulofactors,andthe
importanceofsecuringglobalsupplychains.RememberhowwehadtonegotiatefortheUStoliftitsbanontheexportofvaccinesorvaccinecomponentsproducedbyEuropeancompaniesontheir
territory.VladimirPutin'sattempttoweaponiseourdependencyonRussianfossilfuelimports.Or
recentexportrestrictionsfromChinaonkeymaterialsforsemiconductormanufacturing(galliumandgermanium).
Atthesametime,thereisfierceglobalcompetitiontakingplacetosecurethecleantechanddigitalmarketsofthefuture,bysecuringtheentirevaluechainincludingastrongmanufacturingbase.Whichisshakingthelong-standingbeliefinjust-on-timelogistics,geographicalspecialisationandelongatedsupplychains.Andrightlyso:becauseourdependenciesdonotonlyweakenus
economicallyandpolitically–wealsoneedtorethinkoursupplychainsfroman
environmentalandsocialpointofview.Itistimethatweconfrontourparadoxes,wherewepursueanambitiousGreenDealyetprefertosourcegoodsproducedunsustainablyorincountriesthatmakeusvulnerable.Weneedbothsecureandsustainablesupplychains.
Soinlightofthisnewreality,whatifIputforwardthefollowingambition:“WewillbuildafutureinEurope,withEuropeanworkers,withEuropeancompanies,withEuropeanmadeproducts.”NodoubtIwouldimmediatelybelabelledastheFrenchprotectionist.Well,letmetellyouthatIamsimply
paraphrasingPresidentBiden'sstatementoneyearago,soonaftertheadoptionoftheUSInflationReductionAct.
Thereisatendencytoopposeindustrialpolicyandtrade.Toseeindustrialpolicyasthetrojanhorseofprotectionism.That,too,isasimplisticandself-defeatingvision.Globaltradeaccountsfor
25%ofourGDP.Tradeingoodsrepresentsalmost70%oftheEU'sexports,andweremainthesecondworldexporterafterChinaandconsistentlyaheadoftheUnitedStates.
Thepointis,wewantittoremainthus!Becauseweseeatrendemergingofbeingrelegatedtonetimportersofelectricvehiclesorsolarpanels,thusreplacingourdependenceonfossilfuelswith
industrialandtechnologicaldependencies.
Lastyear,ChinaovertookGermanytobecometheworld'ssecond-largestcarexporter,aseven
EuropeanmanufacturersarenowproducingelectriccarsinChinaforourmarket.In2016,we
imported74000carsfromChina.In2020,200000.In2022?Morethan500000.Halfofthoseareelectricvehicles.
AndChinaproduces98%ofthesolarpanelsweuse.That'sroughlytwoyearsofdeployment,forthewholeofEurope.
Competition–sometimesunfair–isnotonlycomingfromChina.TaketheUSIRAforinstance:itisnot360billiondollarsthatwillbeinjectedintheUScleantechsector;but,accordingtomost
estimates,morethan1trillion!Andwhatmightbegoodfortheclimateiscertainlyachallengeforourindustry:carbonpricingandregulationononeside;andtaxcreditsandsubsidiesontheother.
So,beitchips,batteries,solarpanels,orhydrogen,wewanttheEUtoremainanindustrialleaderthatexportsEuropeanproductsandtechnologies–butnotourjobs.
Toachievethat,weneedtobuildastrongmanufacturingbase–entireecosystemswithsuppliersandSMEs.
JustliketheUSgovernmentlooksaftertheAmericaneconomyandAmericanworkers,weinEuropealsostrivetocreategrowth,competitivenessandjobsforEuropeans.
Qualityandlocaljobs.Thatdoesn'tmeanweshouldfollowtheChinesetrackofunrestrictedsubsidies.Ormimicthe"AmericanFirst"approach.WearedoingittheEuropeanway.
IndustrialpolicytheEuropeanway
Industrialpolicy“theEuropeanway”–whatdoesitmean?
Inanutshell,fourpillars:
1.Rampingupourowncapacities,overcomingbarrierstoscalingproduction,andstrengtheningoursupplychainstoprotectagainstunexpectedshocks;
2.Wideningoursourcingandtechdiplomacy,inparticularthroughstrategicpartnerships;3.Shapingmarketstobecompetitive,productiveandfair;
4.Investingforeconomicgrowth
Letmetrytosummarisewhatweourdoingonthesefourstrands.
1.First,onourindustrialcapacitiesandsupplychains.
Wehavelearned(taketheexampleofvaccineproductionorsolar)thatresearchaloneisnotenough,
thatthereisnoindustrialstrategywithoutfactories,andthatultimatelywithoutastrongmanufacturingbase,Europe'ssecurityofsupply,exportabilityandjobcreationisatrisk.
Alothasbeendonealready,startingwiththeworkofourindustrialalliancesinidentifyingand
championingthemostgame-changingprojects.Takethemorethan800projectsonhydrogen
identifiedbythe
CleanHydrogenAlliance
;orthepipelineofprojectsputforwardbytheBatteries
AlliancetoensurethatEuropeanbatterymanufacturingcapacitymatchesdemandbeyond2025.
Andofcourse,the
EuropeanChipsAct
isthefirstandprimeexampleofournewEuropeanindustrialpolicy:onethatcombinesregulatoryandfinancialsupportwherejustifiedtospeedupproject
development,fromlabcentrestogiga-factoriesalloverEurope.
IthasinspiredtheregulatorytriptychthattheCommissionhasputforward:upstream,theCritical
RawMaterialsAct,toensureasecuredandabundantaccesstotherawmaterialsneededtofuelour
greenanddigitaltransitionbutalsoourspaceanddefenceindustry;downstream,theChipsActandthe
Net-ZeroIndustryAct
,tohelpEuropebuilditsindustrialleadershipindeep,digitalandclean
tech.
Together,allthreeregulationsaimtorampupEurope'smanufacturingcapacities.They
includeconcretegoalstoguideoureffortstowards2030,butalsomeasurestosimplifythebusinessenvironment,inparticularwithregardstopermittingforstrategicprojects.Wealsowanttobuildspecificnet-zeroskillsacademiestotrain,upskillorreskillthehundredsofthousandsofworkersneededforthetransitiontohappen.
Alltheprovisionswehaveputforwardaremeanttocreatetherightregulatoryconditions.Butintheshortrun,wemustuseallpossibleleverstocontinuemovingforward.
Thiscantakemanyforms:usingstrategicallypublicprocurementandauctiondesignforcleantechforinstance;orencouragingofftakerstopromoteenvironmentally-friendly,ethicalandresilient
supplylines–andtopayapremiumforit.
OurindustrialallianceshavebeenworkingsuccessfullyinthisdirectionandIbelievethatthe
proposedNet-ZeroEuropePlatformcouldbeastrongcatalystforpushingthisapproachforwardwithgreatermomentum.
OvercomingbarrierstoscalingproductionalsorequiresensuringthesmoothfunctioningoftheSingleMarket.Thathasbeenmyprioritysinceday1ofthemandate.WeareintensifyingourcooperationwithMemberStatestobringdownexistingbarriersandpreventnewonesfrom
emerging.Justtogiveyouanexample,inthelasttwoyearsonly,theSingleMarketEnforcementTaskForcehasdismantledover260barriersincrossborderservicesandprofessionalqualifications.Andwewillcontinuetopushon.
2.Nowregardingmysecondpoint:sourcingandtechdiplomacy.
Itgoeswithoutsaying:Europecannotreachresilienceonitsown.Wearecooperatingwithourpartnerstocoordinatepoliciesonstrengtheningsupplychains,alignonissuesrelatedtoeconomicsecurityanddiscusstrade-distortingpracticesofnon-marketeconomies.
Wearealsostrengtheningourglobalengagementwithourreliablepartnersanddevelopingmutuallybeneficialdigitalorcriticalrawmaterialspartnerships.
ForEurope,thesepartnershipsareessentialtoaddvalueindevelopingregionalvaluechainsandinsustainabledevelopmentthrough
GlobalGatewayprojects
.
AndtheyarealsoessentialtorebalancetheGreenDealagenda.Whichcannotbeonlyabout
Europetakingrestrictivemeasuresforitsdomesticindustry,arguingthatthemereimplementationoftheParisAgreementwillgiveEuropeancompaniesafirst-moveradvantageinnewsectors.
First,becausenotallcountriesareasdiligentastheEUinimplementingandupdatingtheirpledges;andsecond,becausewhentheydo,theydon'twaitwithopenarmsforEUtechnologiestofloodtheirmarkets.
Sowhyshouldwe?Whyshouldwemostlyburdenourcompanies,reduceourprotectionagainst
carbonleakage?Whycan'twealsohavean“EUmade”approachinmind?Thisisnotincompatiblewithengaginginternationalpartnersthroughnewtypesofpartnershipsandalliances–onraw
materialsandhydrogentoday,maybeongreensteelorsustainablechemicalstomorrow?
Partnershipsinthedigitalfieldareequallyimportant.InJuly,IwentonaG20digitaltourto
Korea
and
Japan
tofurtherstrengthenourcooperationincriticalfieldssuchaschips,AI,5&6G,HPC&quantumandcyber.WehavealreadylaunchedadigitalpartnershipwithSingapore.Atthefirst
EU-IndiaTradeandTechnologyCouncil
weagreedtoincreasetheresilienceofoursemiconductors
supplychains.AndwehavelaunchedanewEuropeansatelliteconstellation
IRIS²
tohigh-speed
broadbandtoeveryoneinEurope,butalsotobeabletoenddeadzonesinAfrica.Thisisthekindofmutuallybeneficialglobalcooperationweneed.
Soletmebeclear:Europeisnotpromotingaprotectionistagenda.NoneoftherecentEUinitiativescontaindiscriminatoryprovisions.None.Wearemaintainingourlong-standing
commitmenttofreeandopentrade.
3.Shapingmarketstobecompetitive,productiveandfair
ButEuropehasalsolearnedthatitneedstobemoreawareoftheriskstoitseconomicsecurity,
moreassertiveinestablishingabalanceofpowerwithglobalpeers,lessnaïveinensuringalevel-playingfieldwithindustriesfromthirdcountries.
WhentheUSclosedaccesstofactoriesmanufacturingcomponentsessentialtotheproductionofvaccines,wehadtoactivateasimilarexportcontroltoolinEuropetore-establishdialogueand
reopensupplychains.
Wehaveequippedourselveswithnewtradedefenceinstruments:theForeignSubsidiesRegulation,the
EUForeignDirectInvestmentScreeningframework
,theInternationalProcurementInstrument
andtheproposedAnti-CoercionInstrument.Wewillnothesitatetousethemtosafeguardour
interests.Ourabilitytotriggertheseinstrumentsquicklywhenourindustry'sinterestsareatriskwillbevital.
WearealsostrengtheningEurope'sstanceon
intellectualpropertyandstandard-setting
:theyhavebecomeacrucialcatalystforinnovationandindustrialleadershipintheglobaltechrace.
Ourrecent
EconomicSecurityStrategy
isamajorsteptowardsdefiningEurope'sapproachonthe
globalstage.Wearecurrentlyfinalisingalistofstrategictechnologies,whicharecriticaltoeconomicsecurityandassessingtheirriskswithaviewtodevisingappropriatemitigatingmeasures.
Andwewillnothesitatetopresentnewandreinforcedinstrumentstodefendourinterests:
outboundinvestmentscreening,exportcontrolcoordination,strengthenedFDIscreening.4.Investingforeconomicgrowth
Mylastpointisonfinance.
Noneedtorecalltheinvestmentneeds:morethan700billioneuroseachyearuntil2030incleantechdeploymentforourGreenDealobjectives,includingmorethan100billioneurosincleantechmanufacturingcapacityonly.Nottomentionmassiveinvestmentsrequiredondigital
infrastructure.
Andnoneedtorestatetheobvious:mostofthesewillneedtobefinancedbyprivatemeans.Publicfundingneedstobeallocatedwisely.Becausecompetitivenessisnotaboutwhosecountryhasthedeepestpockets.
Butitisequallyclearthatinternationalcompetitionisrigged.Soyes,weneedtoavoidaglobal
subsidyracewhenthereisnomarketfailure;butno,wecan'tstandbyidlywhenourcompetitors
arefundingoperationalcosts.
So,nowthequestionishow:andforme,theanswerhasbeen–consistently–thesame:more
Europeansolutions.Abasketofthem,ifneedbe,basedontheRecoveryandResilienceFacility,
REPowerEU
,cohesionpolicyfunds,EUETScarbonrevenues,or
InvestEU
,tohelpde-riskinvestmentsandbringotherinvestorsin,includingfromtheprivatesector.
Ourrecentproposalfora
StrategicTechnologiesforEuropePlatform(STEP)
willalsocontribute.Butitiswhatitis:agoodfirststep.Byleveragingexistingprogrammes,STEPcouldbringupto160
billioneurosofnewinvestments.Andnobodyisfooled.STEPwillonlybeagamechangeifitistheembryoofafully-fledgedSovereigntyFund.
Inparallel,wemustpreventasubsidyracewithinourSingleMarket,whereonlythe
MemberStateswithstrongerfiscalspacedopetheirnationalindustry.Whicharenotalwaystheoneswes
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