⏰ 22h40 sur france·tv
Avec :
📌 François CHIMITS Economiste
📌 @nicolas-dufourcq.bsky.social de Bpifrance
📌 Alice EKMAN Géopolitologue
📌 @fmartel.bsky.social Journaliste
📌 Alain DE CHALVRON Ex-correspondant de France Télévisions à Pékin
📌 @elvirefabry.bsky.social Chercheuse en géopolitique
Un grand merci à François Godement, @elvirefabry.bsky.social et Harold Thibault !
Face aux attaques commerciales de Trump, « il faut passer de l’échelle nationale à l’échelle européenne et travailler sur notre point faible : la lenteur », dit @elvirefabry.bsky.social au @nouvelobs.com @mcolboc.bsky.social www.nouvelobs.com/economie/202...
Le CEPII au Printemps de l'économie 2025:
"La #décarbonation de l' #industrie #automobile européenne au coeur de la nouvelle guerre commerciale"
📍19 mars 15h15-16h15
🎙️ @elvirefabry.bsky.social, D.Kling, T.Pardi, @vvicard.bsky.social
👉Inscriptions & ⏯️ www.printempsdeleco.fr/13e-edition-...
#econsky
🛠️ #Trade Following #Trump’s announce on slapping European goods with 25% tariff, see our mapping with the tools available for an EU trade defence strategy to assess the EU’s deterrence or retaliation capacity
By @elvirefabry.bsky.social & Micol Bertolini 👇
📺 #Direct Notre chercheuse @elvirefabry.bsky.social sera l'invitée de '28 minutes' ce soir à 20h05 sur ARTE pour débattre de #Trump : qui sont les gagnants et perdants de la guerre commerciale ?
Suivez en direct 👉 www.arte.tv/fr/videos/RC...
15/15 That was the appetizer ... more threads will come from me and co-authors to discuss the content! 🚗🚗🚗
14/15
▶️ We assess inconveniences & benefits of policy measures
▶️ for the Strategic dialogue to work on prioritization & the sequencing
▶️ supporting the industry, accessibility to EVs for consumers & a labor force in transition, while reducing carbon 👣 and dependency on foreign supply.
13/15 ... the Strategic Dialogue between stakeholders & the Commission should focus on a wide range of policy options, that we grouped in the report in 4 categories of measures:
▶️ Regulatory
▶️ Trade policy
▶️ Industrial policy
▶️ Infrastructures
and build a comprehensive strategy.
12/15 🚗 But considering four potential scenarios based on the interplay between global tensions & international cooperation...
▶️ protectionist rivalry
▶️ competitive coexistence
▶️ unilateral dominance
▶️ strategic collaboration
11/15 🚗 Investment in R&D and diversification of supply are key to limit exposure to China's dominance across the value chain.
10/15 🚗 The profitability of most European carmakers stands in contrast to the low profits reported by Chinese manufacturers and the relatively lower margins of American companies.
9/15 🚗 Great disparity of EV charging infrastructures across the EU mirrors important disparities in EV adoption.
8/15 🚗 OEMS have performed variably to reach 2025 decarbonization targets.
7/15 🔋 China's dominance of the battery value chain and the US's leadership in digital technology (while failing to meet its climate commitments) limit the benefits of European ICE production legacy & call for urgent EU action to support a sustainable transition of the EU automotive industry.
6/15 🚗 By actively exporting its EVs, China is challenging European equipment manufacturers, who are still struggling to develop their economies of scale.
5/15 🚗 European OEMs have developed different global strategies, notably regarding the Chinese market.
4/15 🤝Difficult compromises are to be found to support an industry employing a workforce of 13 million people across the EU but presenting national specificies and different contrains between OEMs and suppliers.
3/15 Victor do Prado @aranchagonzalez.bsky.social Pascal Lamy @nks.bsky.social Sophia Praetorius and myself focused on
▶️ a state of play of the EU automotive industry
▶️ regulatory, commercial, industrial and infrastructure policy options
▶️ potential scenarios for the future of the industry.
2/15 📣 In the run-up to the Commission’s Strategic Dialogue @delorsinstitute.bsky.social & PSIA/Sciences-Po worked on an intensive consultation process on the challenges raised by the trilemma & possible solutions.
🎙️ > 70 interviews with stakeholders & several round tables
1/15 🚗 How can the European automotive industry navigate the trilemma of decarbonisation, competitiveness & economic security? @vonderleyen.ec.europa.eu
📣 a thread on our report out today presenting trade & industrial Policy Options” shorturl.at/QWFtx
#Euroquestions Ne manquez pas notre premier rendez-vous de l'année 2025 " #Trump II : à quoi les Européens peuvent-ils s’attendre et comment s’y préparer ? "
Avec @elvirefabry.bsky.social
📅 Mer. 15 janvier, 14h30-15h00
Info et inscription 👉 us02web.zoom.us/webinar/regi...
🧵 Yesterday's EUCO conclusions skirt the risks that an aggressive US trade policy under Trump 2.0 pose to the EU. With @elvirefabry.bsky.social from our Paris sister @delorsinstitute.bsky.social we investigate how big the risk is and how the EU can respond www.delorscentre.eu/en/publicati...
In "The #EU's Art of the Deal: Shaping a Unified Response to #Trump’s Tariff Threats", with aleichthammer.bsky.social, we analyse how the EU's can develop a credible deterrence strategy.
👉 urls.fr/W3W_2E
#NewPaper #Trade
#Replay À revoir notre webinaire " #Trump, le retour : l’unité européenne mise à l’épreuve"
Avec S. E. Arnoldas Pranckevičius, Daniela Schwarzer, Pascal Lamy, @elvirefabry.bsky.social & Nicole Gnesotto
L'échange à revoir 👇
#Webinaire Ne manquez pas notre conférence #Trump, le retour: l’unité européenne mise à l’épreuve
📌 S. E. Arnoldas Pranckevičius
📌 Daniela Schwarzer
📌 @elvirefabry.bsky.social
📌 Nicole Gnesotto
🗣 Modération par Pascal Lamy
📅 27 novembre, 15h30-17h
Inscription 👉 us02web.zoom.us/webinar/regi...
#Trade The European Union must prepare for an increasingly inward-looking US trade policy, regardless of the outcome of the US elections
Analysis and key recommendations for the EU Micol Bertolini & @elvirefabry.bsky.social 👇
Will the little engagement of Xi at the 🇪🇺🇨🇳 summit press the EU towards more de-risking? Our scenarios by 2035 may be even more useful to identify key drivers of change and to protect European interest.
👉 urlz.fr/oQzL
