THE NEW INDUSTRIAL STRATEGY FOR EUROPE - CEPS Forum on the Future of European Industry
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TASK
FORCE
PROSPECTUS
THE NEW INDUSTRIAL
STRATEGY FOR EUROPE
CEPS Forum on the Future
of European Industry
March – June 2022
Contents Introduction ..................................................................................................................................... 1 Industry 5.0 as a ‘North Star’ for the industrial strategy ............................................................... 3 Strategic autonomy and resilience of value chains ....................................................................... 7 Making the digital transition work for everyone ........................................................................... 9 Strategic autonomy in defence ..................................................................................................... 11 National resilience and recovery plans and the industrial policy ............................................... 13 One-off events ............................................................................................................................... 15 List of topics (March – June 2022) ................................................................................................ 16 Principles and guidelines for the Forum and its Working Groups ............................................. 17 Visit our page at Forum on the New Industrial Strategy for Europe Disclaimer: The proposed scope of the Working Groups of the Forum as presented in this Prospectus may be further defined in cooperation with Working Group sponsors. Cover image credit: https://www.vecteezy.com
Introduction Background On 10 March 2020, just as the Covid-19 pandemic was really starting to hit Europe, the European Commission launched a New Industrial Strategy for Europe, highlighting its overarching ambitions for the ‘twin transition’, a journey towards climate neutrality and digital transformation. The twin transition cuts across all EU policies and was presented as essential for promoting Europe’s competitive sustainability, as well as supporting the Commission’s ‘geopolitical’ ambitions by boosting the EU’s open strategic autonomy. However, the pandemic has prompted the EU to refocus its strategy, as expressed in the Commission’s May 2021 Communication on updating the EU’s industrial strategy. The need to ensure greater resilience has become the top priority for the EU institutions, alongside competitive sustainability and open strategic autonomy. Ensuring a resilient and sustainable post-pandemic recovery requires action on both the domestic and the external fronts. On the domestic front, key initiatives will include the systemic transformation of industry value chains; a sustainable approach to digitalisation; and a renewed focus on mitigating the impact of the pandemic on labour markets, accelerating the up- and reskilling of workers in sectors that are likely to have experienced the worst downturn. On the external front, the EU institutions will be called to carry out a careful and pervasive mapping of the EU’s strategic dependencies on other powers, especially in key technologies and raw materials, and to spur on the de-fragmentation of the European Defence Technological and Industrial Base (EDTIB) to strengthen the EU’s ability to act as a security provider in a deteriorating multilateral world order. One of the cornerstones of the EU’s post-pandemic industrial strategy will inevitably be found in the Resilience and Recovery Facility (RRF), which provides a once-in-a-generation opportunity for the EU and its Member States to pave the way for a coordinated transformation of the European economy. 1
CEPS Forum on the New Industrial Strategy for Europe
Permanent Forum composed of five Working Groups and one-off events
To support the European institutions in their quest for a resilient and sustainable post-
pandemic recovery, CEPS has decided to set up a permanent Forum on the New Industrial
Strategy for Europe, starting from February 2022 onwards. The Forum builds upon an
extremely successful CEPS 2021 Task Force dedicated to the same topic. It adopts the same
multi-stakeholder spirit and is open to all stakeholders, including institutions, businesses,
academics and representatives of civil society.
The Forum also adopts a similar multi-disciplinary, cross-sectoral approach. It is composed of
five permanent Working Groups, dedicated to important transversal topics relating to the EU’s
industrial strategy. One overarching Working Group will be dedicated to Industry 5.0 as a ‘North
Star’ for the EU’s New Industrial Strategy. The four other Working Groups concern more specific
themes:
• Strategic autonomy and the resilience of value chains
• Making the digital transition work for everyone
• Strategic autonomy in defence
• National resilience and recovery plans and the evolving industrial policy
Each of these Working Groups is structured around three closed-door (online or hybrid)
meetings to be held during each semester of the year. They will contribute concrete ideas and
policy recommendations, translated into policy briefs and a Working Group final report,
distilled from the Working Group’s contributions and discussions, desktop research and
interviews. All Working Groups will reconvene in a plenary session at the end of the semester,
i.e. in June and December, to take stock of the results of each stream of debate and to develop
a consolidated list of policy recommendations.
One-off events will also be organised as part of the Forum. For the first semester of 2022, they
will cover aspects of the EU’s external action, namely: development and cooperation in line
with the EU global gateway; and EU trade instruments against unfair practices.
Additional details on the substantive coverage of the Working Groups and one-off events for
the first semester 2022, as well as on participation in the Forum, are further developed in this
Prospectus.
For detailed information on fee rates for participation and sponsorship, please refer to our
related Brochure.
We would be very happy to welcome you onboard as a valued member of the Forum!
2
Industry 5.0 as a
‘North Star’ for the
industrial strategy
Background
An essential element of a well-defined strategy is a ‘North Star’, i.e. a mission to be
accomplished in the medium to long-term. The current EU's industrial strategy, as updated in
May 2021, refers to different objectives, including resilience, competitive sustainability and the
twin transition. We propose that the Industry 5.0 concept be further shaped and adopted as
an overall framework for developing the objectives of the industrial strategy. In this
perspective, we are organising four meetings on the key dimensions of the Industry 5.0
concept.
Jobs and Skills 5.0
Strengthening the social resilience of the Member States, including through the promotion of
policies for children and youth and the mitigation of the economic and social impact of the
crisis, feature as one of the key objectives of the recently launched Recovery and Resilience
Facility (RRF), as well as the European Pillar of Social Rights. Quality jobs and adequate skills are
also a pre-condition for a successful European industrial strategy, which combines industrial
competitiveness and social inclusion for a job-rich recovery. Up- and re-skilling policies, a
strengthened vocational education and training system, adequate minimum wages, labour
transition protection and effective social dialogue: how can these policies combine to
successfully forge an industrial strategy that works for everyone?
Digital transition 5.0
The digital transformation of industrial ecosystems is key to achieving long-term sustainability
and resilience goals. It is essential, in this respect, that sufficient attention be given to the full
technology stack, from infrastructure to microchips and edge/cloud architectures, suitable data
governance and a human-centric approach to technologies such as Artificial Intelligence. Simply
evoking the digital transformation as a pillar of the twin transition is not going to be sufficient.
The EU industrial strategy should prioritise a fair distribution of value along supply chains, the
empowerment of workers, meaningful R&D investment in key technologies, and competition
rules that avoid value capture and create a more level playing field.
Green transition 5.0
With the rapid rise of the EU ETS price, the investment case for transformational low-carbon
technologies has improved. At the same time, the relative industrial competitiveness of climate
neutral and high-carbon producers, both inside and outside the EU, becomes more important
3
– especially in the context of the ETS revision and CBAM proposal. Will the ETS allocation rules,
carbon leakage risk mitigation, EU infrastructure finance and Member State industrial policies
be sufficient to drive the increased deployment of climate neutral materials and industrial value
chains? What should the role of sustainable product policies and carbon standards be? Will
these policies also drive increased circularity?
European Enterprise 5.0
A full transition to Industry 5.0 also requires a decentralisation at corporate level for the pursuit
of the Green Deal and the Digital Economy. In this respect, sustainable corporate governance
should be best translated into a new European enterprise model that is explicitly based on the
principles of fairness, resilience and sustainability. Only in this way can industry truly become
the real engine of the twin green and digital transition. Through this prism, how can one
evaluate the different EU legal initiatives in the field? Is the EU on the right track for achieving
its two overarching green and digital ambitions?
Meeting topics
1. The need to strengthen the social resilience of the Member States for an industrial
strategy that works for everyone
2. The digital transformation: an all-encompassing approach for long-term sustainability
3. Scaling-up climate neutral materials and green value chains
4. Sustainable corporate governance through the prism of the European enterprise model
Relevant contacts
Jobs and Skills
Cinzia ALCIDI is Director of Research, Head of the Economic Policy Unit at the
Centre for European Policy Studies (CEPS) in Brussels and LUISS- School of
European Political Economy- research fellow. Since November 2019 she is
also the acting Head of the Jobs and Skills unit. Prior to joining CEPS, she
worked at International Labour Office in Geneva and she taught
International Economics at the University of Perugia (Italy). Her research
activity includes international economics, macroeconomics, central banking and EU
governance. Since 2015 she has been the coordinator of CEPS Academy Activities. She has
experience in coordinating research projects and networks. She has published extensively on
the economics and governance of the euro area crisis and participates regularly in international
conferences. She holds a Ph.D. degree in International Economics from the Graduate Institute
of International and Development Studies, Geneva (Switzerland).
4
Digital transition
Andrea RENDA is Part-Time Professor at the School of Transnational
Governance of the European University Institute, in Florence (Italy). He is a
Senior Research Fellow and Head of the CEPS unit on Global Governance,
Regulation, Innovation and the Digital Economy (GRID). He is also Visiting
Professor of Competition Policy and the Digital Economy at the College of
Europe in Bruges (Belgium). He was a member of the EU High Level Expert
Group on Artificial Intelligence. He is currently a member of the advisory
group on Economic and Societal Impacts of Research (ESIR), for the European Commission, DG
Research and Innovation; a member of the European Parliament's STOA international Advisory
Board. He is a member of the OECD network of AI experts; and a member of the European
Commission’s Expert Group on Smart Specialisation Strategies for Sustainability (S4).
Green transition
Vasileios RIZOS is a Research Fellow and Head of Sustainable Resources and
Circular Economy at CEPS. He is an expert in various aspects of the circular
economy and analyses regulatory and market barriers to the adoption of
circular economy practices in Europe and beyond. Vasileios’ main research
areas at CEPS include circular economy policies, industrial sustainability,
green value chains, low-carbon transport and resource efficiency indicators.
He was co-chair of the Circular Economy Task Force of the Think20 (T20) network that
supported G20 activities under the German presidency 2016-17. Between 2016 and 2018 he
was the coordinator of the CEPS Task Force on the Role of Business in the Circular Economy.
Previously Vasileios worked in DG Environment at the European Commission and the
Confederation of European Paper Industries (CEPI). As a European Commission trainee he dealt
with the implementation of the Waste Framework Directive and the use of economic
instruments for improving resource efficiency across the EU. As a Project Officer at CEPI he
worked on an assessment of producer responsibility schemes across Europe. He is the lead
author of several publications on circular business innovation and policy instruments that can
encourage the green market transition.
Milan ELKERBOUT is a Research Fellow working in CEPS’ energy, resources
and climate team in Brussels. His research focuses on EU climate policy, in
particular the EU Emissions Trading System and industrial transformation. He
has been closely involved in analysing previous EU ETS revision processes, as
well as the role of the EU ETS in the larger EU climate policy mix. Other topics
of interest include state aid control, Green Deal governance and industrial policy, and the
impacts of Brexit. In 2019 and 2020, Milan was a visiting Mistra Fellow at IVL Swedish
Environmental Research Institute in Stockholm. His academic background is in political
economy and European Studies.
5
European enterprise model
Malorie SCHAUS is a Research Fellow in CEPS’ GRID unit and Coordinator of
the Hidden Treasures Programme and the Forum on the New Industrial
Strategy for Europe. Her core research interests cover EU and international
trade and investment law and economics, EU competition law and economics,
as well as EU company law and corporate governance. Prior to joining CEPS,
she worked as a company lawyer, and she has built experience through
internships at the World Trade Organization (WTO), at the United Nations Conference on Trade
and Development (UNCTAD), at the Court of Justice of the European Union, and in an
international law firm. She graduated in law from the University of Liège (Belgium) and the
University of Maastricht (The Netherlands). She earned a LL.M. in International Economic Law
from the Graduate Institute in Geneva (Switzerland). She holds a Ph.D. in WTO law from the
European University Institute in Florence (Italy).
6
Strategic autonomy and
resilience of value chains
Background
How important are global value chains for European trade and industrial policies? The first topic
the Working Group will address is how strong the increase in imports of parts and components
by firms and the increase in supplies of intermediate goods producers is for European
economies. The group will review data sources that allow for the analysis of trade in output and
value added, distinguishing for intermediate and final consumption goods. It will also take stock
of firm level data which were of major importance for identifying the impact of outsourcing and
the relocation of parts of the production process across borders.
The second topic concerns the impacts of greater trade in intermediate goods. Expectations of
the positive effects on productivity and growth have met with concerns about production
losses due to supply chain disruptions and potential negative effects on social standards,
income distribution, the environment and GHG emissions.
The third topic of the Working Group concerns the consequences for trade policy. Given the
contrasting assessments of the increase of outsourcing parts of intermediate goods production
to foreign countries with lean logistics, trade policy is confronted with a wide and growing set
of demands. This third focus of the Working Group will debate whether trade policy should take
on charges outside its classical domain. Should trade policy take regulatory measures to avoid
shortages in intermediate goods supplies, impose standards for inclusive trade and the
environment and project/reflect foreign policy ambitions?
Meeting topics
1. Current and foreseen challenges for global value chains: Implications for Europe
2. Partnerships and multilateral cooperation for the resilience of global value chains
3. Due diligence and sustainability requirements in value chains
7
Relevant contacts
Andreas KOPP is a Senior Research Fellow at CEPS. He co-leads the GRID unit.
He is also permanent member of the Investment Committee of the InvestEU
Fund and board member of the Supervisory Board of the EIT Urban Mobility
(Barcelona). He has done public policy research for more than 20 years,
working for the Kiel Institute for the World Economy, the OECD, the World Bank
and the European Commission. He has a particular interest in the economics
and policies of international trade and production location. He has worked extensively, in
academic research and policy making, on fiscal policies and regulation to protect the environment
and contain climate change. He has developed new methods to evaluate the impact of public
investment on economic integration and agglomeration economies for the World Bank. As an
external member of the Regulatory Scrutiny Board, he has gained in-depth knowledge on the
functioning of EU institutions across all areas of EU policies. Andreas was a Postdoc researcher in
the Economics Department of the University of California at Berkeley. He did a PhD in economics,
studying at the European University Institute (Florence) and the University of Giessen. He was
professor for macro- and regional economics at the Technical University of Dresden.
Chiara DEL GIOVANE is a Research Assistant at CEPS. Before joining CEPS, she
gained good knowledge in the area of international trade, European policies
and economic research. She was an intern at the Permanent Mission of the
European Union to the WTO, at the Economic Research and Statistics Division
of the WTO and at the Permanent Mission of Italy to the WTO. Chiara holds a
M.Sc. awarded cum laude in European Economy and Business Law from the
University of Rome Tor Vergata (Italy), she studied as an Erasmus student at the Faculty of
Economics of the University of Coimbra (Portugal) and she holds a bachelor’s in International
Economics from the University of Rome Tor Vergata.
Timothy YU-CHEONG YEUNG is a Researcher at CEPS. He is also an Associate
Researcher at the Leuven Center for Empirical Jurisprudence of KU Leuven in
Belgium. Expert in microeconomics and econometrics with more than four
years of post-doctoral research experience, Timothy completed many research
projects and published several academic papers in peer-reviewed journals,
such as Journal of Comparative Economics and Constitutional Political
Economy. His research interests cover law and economics, digital economics and EU institutions.
He was invited to act as a member of the scientific committee of a book “Data Science for
Economics and Finance: Methodologies and Applications” led and edited by the Joint Research
Centre of the European Commission. Timothy was involved in the setting up of Governance
Analytics/Chair of Governance and Regulation of Université Paris-Dauphine, PSL Research
University. He led several research projects and organised internal and also external seminars. His
main tool of analysis is econometrics. He has extensive experience working with different types of
datasets and different estimation methods. He is familiar with NLP (Natural Language Processing)
text mining techniques, including topic modelling and word-embeddings. Timothy holds a Ph.D. in
Economics from Toulouse School of Economics, a Master’s degree in Economics from The
University of Hong Kong.
8Making the digital
transition work for
everyone
Background
As the Von der Leyen Commission approaches its mid-term milestone, the time is ripe to
analyse the plethora of new legislative initiatives that have been launched, as well as assess the
consistency between them and the emerging EU industrial strategy. New initiatives include,
among others: initiatives aimed at reducing the market power of large digital platforms and
promoting fairer and more transparent commercial practices in online intermediation and
content moderation (e.g. the Digital Services Act, the Digital Markets Act); initiatives aimed at
fostering a transition from the free flow of all digital data, towards ‘managed data’, at least in
specific industrial sectors or ecosystems, and more generally to ensure a fairer distribution of
value along supply chains (e.g. the Data Governance Act, the upcoming Data Act, the GAIA-X
project to be scaled up into a fully-fledged European Cloud Federation); measures aimed at
ensuring human- and citizen-centric technology adoption and the protection of fundamental
rights online (e.g. the AI Act, the EU’s emerging digital principles, the forthcoming review of the
GDPR); and industrial policy measures aimed at fostering the EU’s excellence and
competitiveness (industry alliances for edge/cloud/IoT, the flagship on Artificial Intelligence
and the announced CHIPS Act that aims to promote European semiconductor production).
Alongside the discussion on these initiatives, which portray an entirely new approach to the
technology stack, it is important to debate whether the EU industrial strategy is taking the
changing landscape of digital technologies sufficiently into account, as well as how different
approaches to technology deployment can shape the future of industry. We propose to discuss
how to incorporate a human-centric, resilient and sustainable vision of technology (in line with
the Industry 5.0 paradigm) in industry transition pathways, by choosing a limited number of
industrial ecosystems as an example. We would then discuss other possible measures, including
both policy and spending measures, that can strengthen the interplay between the digital
agenda and the industrial strategy. The overall idea behind our work is that digital technology
should be approached as a means, not an end, and that as such, it should be deployed in the
best possible way to enable Europe’s recovery and transition towards resilience and
sustainability during the course of this decade.
9Meeting topics
1. Emerging business models for the digital transformation of industrial ecosystems
2. Governance of data spaces: Getting oversight and enforcement mechanisms right for
EU’s industrial data
3. The future of work in digitised value chain
Relevant contacts
Andrea RENDA is Part-Time Professor at the School of Transnational
Governance of the European University Institute, in Florence (Italy). He is a
Senior Research Fellow and Head of the CEPS unit on Global Governance,
Regulation, Innovation and the Digital Economy (GRID). He is also Visiting
Professor of Competition Policy and the Digital Economy at the College of
Europe in Bruges (Belgium). He was a member of the EU High Level Expert
Group on Artificial Intelligence. He is currently a member of the advisory group on Economic
and Societal Impacts of Research (ESIR), for the European Commission, DG Research and
Innovation; a member of the European Parliament's STOA international Advisory Board. He is a
member of the OECD network of AI experts; and a member of the European Commission’s
Expert Group on Smart Specialisation Strategies for Sustainability (S4).
Rosanna FANNI is an Affiliate Researcher and Digital Forum Coordinator at
the Centre for European Policy Studies (CEPS). Her research assesses the
governance of and through digital infrastructures by transnational actors. At
CEPS, she co-edited a study assessing the impact of AI on EU fundamental
rights and was Rapporteur for the Industrial Policy Taskforce in the Digital &
Data Working Group. She was awarded a Fulbright Fellowship to study
international cooperation in AI policy at the Brookings Institution in Washington, DC. She is also
a Doctoral Researcher at the German Institute for Global and Area Studies (GIGA) where she
compares the regulation of digital identity systems in the Global South. Rosanna is interested
in digital taxation, the use of technology in governance and diplomacy, sustainable computing
as well as freedom and security in the digital domain.
Clément PERARNAUD is a Researcher in the Global Governance, Regulation,
Innovation, Digital Economy (GRID) unit at CEPS. He is also an associate
researcher at the new Centre on Digitalisation, Democracy and Innovation
(CD2I-VUB) in Brussels, a member of the working group on internet
governance of the Center Internet et Société (CIS-CNRS, Paris) and expert
curator for the Geneva Internet Platform (GIP, Geneva). Expert in
negotiation processes, EU governance and digital policy-making with over eight years of
professional experience, he has provided research and advisory services to various research
institutions and universities. Clement hold a Ph.D. in political science from University of
Pompeu Fabra (UPF).
10Strategic autonomy
in defence
Background
Differentiation, or what some have called the ‘negative starting point’ of integration, has always
been the norm in EU defence policy. Driven by both endogenous and exogenous (f)actors,
political leaders in the European Council are nevertheless mindful of the need for Member
States to cooperate in more structured ways to better protect their citizens against security
threats. To beef up Europe’s ‘strategic autonomy’, a term derived from the realm of defence,
a package of harmonising measures has been developed with remarkable speed since 2016.
Permanent Structured Cooperation (PESCO) is the most prominent innovation in this field.
Given the high levels of politicisation in defence, it is perhaps surprising that PESCO has
produced the most inclusive expression of ‘enhanced cooperation’, even if it is the most flexible
of the differentiated integration mechanisms provided for by the Treaties. This is largely the
result of a German push for inclusivity, which prevailed over a French desire for a higher level
of ambition. Monitored by the European External Action Service (EEAS) and the European
Defence Agency (EDA), and increasingly driven by the Commission’s Directorate General for
Defence Industry and Space (DG DEFIS), which manages the European Defence Fund (EDF),
PESCO is supposed to be a force that generates ‘positive integration’ by de-fragmenting the
European Defence Technological and Industrial Base; a multi-speed dynamic which will
gradually provide the EU with the operational capacities needed to face a dramatically changed
international context.
This Working Group will build on empirical research by CEPS that maps the varied clusters of
Member States and companies lining up behind different types of defence capability
development projects (60 in total now). It will identify and analyse the dynamics across the
microcosm of PESCO in light of the conditions for participation, the facilitation and oversight
offered by EU institutional bodies, and the complementarity with NATO. In each case, policy
recommendations will be distilled from desktop analysis, interviews, and discussions in the
Working Group. The overarching question for all discussions and papers is whether the overall
level of ambition in defence integration needs to be reviewed. The backdrop for the activities
of the Working Group will be the threat analysis underpinning the Strategic Compass which is
expected to be adopted in March 2022, and the outcomes of the EU Defence Summit which
will convene during the French Presidency of the Council.
11Meeting topics
1. Investment and inclusiveness: Towards a de-fragmentation of the European industrial
market
2. Innovation: A forward-looking European defence technological and industrial ecosystem
3. Institutional interaction and integration: EU-NATO relations and political sustainability
Relevant contacts
Steven BLOCKMANS is Director of Research at CEPS. He is also a Professor of
EU External Relations Law and Governance at the University of Amsterdam
and editor-in-chief of the European Foreign Affairs Review. He is a frequent
commentator on EU affairs for major media outlets and regularly briefs
senior policy practitioners from the EU, its Member States and G20 country
governments. He is the author of two books on EU relations with its
neighbourhood and served as a rapporteur of task forces on European Defence Union (chaired
by Javier Solana, 2015), EU Institutional Reform (chaired by Danuta Hübner, 2017) and
the European External Action Service (chaired by Pierre Vimont, 2021).
Dylan MACCHIARINI CROSSON is a Research Assistant in the EU Foreign
Policy unit at CEPS. A young professional working on Common Foreign and
Security Policy, the European Defence Union and transatlantic relations, he
has carried out research and policy evaluation in both the professional and
academic spheres. He has experience in data collection and analysis across
EU countries, including conducting semi-structured interviews and carrying
out surveys. Dylan holds an MA in European Affairs from Sciences Po (Paris) with a ‘Europe in
the World’ specialisation.
12National resilience and
recovery plans and the
industrial policy
Background
As a response to the impact of the Covid-19 pandemic and the lingering effects on the European
economy due to the 2008-10 financial crisis, the EU has launched an unprecedented economic
recovery programme, NextGenerationEU (NGEU), aiming to tackle several key priorities:
a) Economic recovery, from the twin financial and Covid-19 crises
b) Resilience, to ensure that the EU and individual Member State economies can withstand
changing global conditions through specific actions including:
a. Structural reforms
b. Environmental sustainability, by building an economy which integrates the
externalities of economic actions
c. Social sustainability, by integrating social justice
c) The green transition, financing these changes to achieve both the climate goals and the
ambitions listed above.
One of the key innovations to come out of the NGEU programme is the Recovery and Resilience
Facility (RRF) which provides grants (EUR 312.5 billion) and loans (up to EUR 360 billion) to
Member States upon the submission of a national recovery and resilience plan, which is first
assessed by the Commission and then approved by the Council. The funds are borrowed on the
financial markets and repayment will occur through the EU’s own resources (for grants) and
directly from beneficiary Member States (for the loans).
Now that most of the national recovery and resilience plans (NRRPs) have been approved by
the Commission and the Council and disbursement has started, political attention is shifting
towards implementation. Although a significant share of the funding is earmarked for
investment that will directly impact industrial structures, supply chains and future transport
and energy infrastructures, the RRF guidelines don’t seem to have given enough formal
consideration to the EU’s wider industrial strategy. This Working Group will navigate the
fundamental aspects of the recovery plans affecting the industrial sector, it will evaluate how
aligned they are to the longer-term objectives of the EU for key industrial sectors, and it will
ultimately provide key policy recommendations to both EU and national policymakers.
The Working Group will be supported through the framework of the recently launched CEPS
RRF monitor (www.rrfmonitor-ceps.eu) initiative. The CEPS researchers responsible are
recognised as leading specialists in the governance of the RRF and other EU cohesion,
innovation, and financial instruments.
13Meeting topics
1. Is the European dimension of industrial policy hampered by an atomised approach taken
in the national recovery and resilience plans?
2. Are the structural reforms proposed by key Member States through the RRF appropriate
to achieve the goals of the EU’s wider industrial strategy?
3. What will the key investments and reforms be?
Relevant contacts
Jorge NÚÑEZ FERRER is a Senior Research Fellow at CEPS. He specialises in
public finance, EU budgetary and financial instruments, and also works
intensively on financial and strategic aspects of energy policies, smart cities
and circular economy. Jorge has worked as an academic, EU Commission
official and consultant for governments, the EU and international
institutions. He is the author of numerous studies on the EU budget and
financial instruments, as well as on innovation policy and smart cities. He is presently advising
the European Court of Auditors and the European Parliament and he trains public officials for
the European Institute for Public Administration. He has been an independent external advisor
for the European Investment Bank and in 2016 he led the background study on EU resources
for the High-Level Group on Own Resources chaired by Mario Monti. Jorge holds a PhD from
Imperial College, University of London.
Francesco CORTI is Adjunct Professor at the Department of Political and
Social Science of the University of Milan and Associate Researcher at CEPS.
Expert in European social and employment policies, EU budget, EMU
governance, and Social Investment, Francesco provided research and
advisory services to various Brussels-based think tanks and EU institutions.
Francesco is a main contributor of the CEPS Recovery and Resilience Monitor
project. He is also external expert at the European Court of Auditors and Eurofound. Francesco
holds a Ph.D. in Political Science from the University of Milan. He served as policy advisor to a
Member of the European Parliament in the ECON Committee between 2016 and 2019.
14One-off events Development and cooperation: can the Global Gateway effectively respond to China’s Digital Silk Road? The President of the European Commission, Ursula von der Leyen, announced the launch of a new programme, the Global Gateway, during her last State of the Union speech, which aims to boost smart, clean and secure links in digital, energy and transport and strengthen health, education and research systems across the world. Seen as a response to China’s Belt and Road Initiative, and in particular the Digital Silk Road, the Global Gateway will rely on the ‘Team Europe’ approach and on a mixture of EU financial instruments, aiming to mobilise up to EUR 300 billion in public and private investments between 2021 and 2027. The ambition is to couple infrastructure deployment with democratic values and high standards, good governance and transparency, equal partnerships, green and clean, secure infrastructures that catalyse private sector investment. This one-off event will host a discussion on the current state of play regarding the Global Gateway programme, as well as ways to strengthen its role as an external pillar of the EU’s industrial strategy. Relevant contact: Andrea RENDA, Senior Research Fellow and Head of the GRID Unit, CEPS The EU’s fair trade instruments and the rules-based multilateral trading system: inevitable coexistence for the benefit of EU industry? The EU’s trade policy is aimed at supporting its open strategic autonomy. But what does it concretely mean in terms of the EU’s assertiveness against unfair trade practices? Fair trade is necessary to uphold the EU’s commitment to open and free trade. In this respect, the EU has recently proposed, adopted or upgraded different legal instruments on the screening of foreign direct investment (FDI), export controls, international procurement, anti-coercion, and foreign subsidies. However, this growing EU legal arsenal raises many important questions that are going to be addressed as part of this one-off event. What are its true rationales and what is necessary for open trade? What are the expected benefits for EU industry and the global level playing field? What are the risks for the rules-based multilateral trading system in terms of protectionism and retaliatory actions? Following the war of aggression by Russia against Ukraine, an additional one-off event will discuss the related trade sanctions aimed at stopping the war, and their potential impacts on the EU industry and the rules-based multilateral trading system. Relevant contact: Malorie SCHAUS, Research Fellow, CEPS 15
List of topics (March – June 2022)
INDUSTRY 5.0 AS A ‘NORTH STAR’ FOR THE INDUSTRIAL STRATEGY
• The need to strengthen the social resilience of the Member States for an industrial strategy
that works for everyone
• The digital transformation: an all-encompassing approach for long-term sustainability
• Scaling-up climate neutral materials and green value chains
• Sustainable corporate governance through the prism of the European enterprise model
STRATEGIC AUTONOMY AND RESILIENCE OF VALUE CHAINS
• Current and foreseen challenges for global value chains: Implications for Europe
• Partnerships and multilateral cooperation for the resilience of global value chains
• Due diligence and sustainability requirements in value chains
MAKING THE DIGITAL TRANSITION WORK FOR EVERYONE
• Emerging business models for the digital transformation of industrial ecosystems
• Governance of data spaces: Getting oversight and enforcement mechanisms right for EU’s
industrial data
• The future of work in digitised value chain
STRATEGIC AUTONOMY IN DEFENCE
• Investment and inclusiveness: Towards a de-fragmentation of the European industrial market
• Innovation: A forward-looking European defence technological and industrial ecosystem
• Institutional interaction and integration: EU-NATO relations and political sustainability
NATIONAL RESILIENCE AND RECOVERY PLANS AND THE INDUSTRIAL POLICY
• The atomised approach in the national recovery and resilience plans and its consequences for
the EU’s overall industrial policy
• The adequacy of the proposed structural reforms in key Member States and their compatibility
with the EU’s overall industrial strategy
• The key investments and reforms needed
ONE-OFF EVENTS
• Development and cooperation: can the Global Gateway effectively respond to China’s
Digital Silk Road?
• The EU’s fair trade instruments and the rules-based multilateral trading system: inevitable
coexistence for the benefit of EU industry?
• Trade sanctions against Russia: impacts on the EU industry and the world economic order
16Principles and guidelines for the Forum
and its Working Groups
I – Forum participants
The Forum on the New Industrial Strategy for Europe and its five different Working Groups and
one-off events represent structured dialogues among industry representatives, policymakers,
academics, civil society representatives and other relevant stakeholders. They will discuss core
topics relating to the EU’s industrial policy in dedicated meetings, i.e., three closed-door
meetings (online or hybrid) for each Working Group each semester, in particular over the
period of February 2022 through June 2022 for the first semester, in order to produce policy
briefs and a final report with policy recommendations.
CEPS adopts a multi-stakeholder approach. Each Working Group is composed of a chair, a
rapporteur(s), a possible sponsor(s), Forum members, including observers.
The chair is an expert appointed by CEPS to steer the dialogue during meetings and to advise
on the general conduct of the Working Group’s activities.
The rapporteur(s) is a CEPS researcher or associate who organises the Working Group, conducts
the research independently and drafts the policy briefs and the final report, in close
cooperation with the chair.
The sponsor(s) co-designs the meetings of a Working Group with the chair in terms of topics
and expert speakers or presenters. All suggestions are considered by CEPS, but CEPS retains
the final say in designing the programme and ensuring the quality of the meetings. In addition,
the sponsor has the possibility to comment on the draft of the full report.
The Forum members are any individuals, such as academics, policymakers, regulators,
representatives of supervisory authorities, company representatives, representatives of trade
associations/consumer interest groups/investors’ associations, who participate in the activities
of the Forum in a personal capacity. They must have expertise in the topics discussed and
provide input to the discussions through presentations and relevant material for the policy
briefs and the final report.
The observers to the Forum form a group of policymakers, academics, representatives of
associations and independent experts, who may attend Forum meetings in an observer
capacity, so they will not be required to provide a contribution (unless agreed otherwise). This
group will also include speakers invited by CEPS to provide individual contributions to one or
more meetings.
The lists of Forum members and observers will be featured in the policy briefs, the final report
and on the CEPS website.
All Forum members attend the meetings in a personal capacity and do not necessarily endorse
the recommendations of the policy briefs and the final report.
17II – Methodology, policy briefs and final report
A – Methodology
The different Working Group meetings, the policy brief drafting process and the final report are
based on the following methodology:
EXPLORATION Background notes prepared by CEPS: A background note lays the foundation for
the discussion that will take place during the meeting. It contains background
information, fundamental aspects and key leading questions regarding the
topic(s) discussed. It is submitted to the Forum members prior to the meeting.
Contributions by speakers/discussion leaders: Speakers’/discussion leaders’
contributions to the meeting are made available beforehand.
Consultations with Forum members: Forum members are invited to submit their
input to the meeting in the form of a presentation or other relevant materials at
least one week before the meeting.
Forum members will have access to all the documents and presentations relating
to each Working Group’s meetings.
MEETINGS Each meeting is based on CEPS’ background note, contributions by
speakers/discussion leaders and input by Forum members. Each meeting starts
with short presentations by the speakers/discussion leaders, followed by the
targeted presentations by Forum members and other invited experts in the
general framework of a structured debate.
Based on the preparation by each participant and the different interventions, we
expect a lively debate on the topics to be discussed at the meeting. Forum
members are expected to steer the research agenda of the Working Group’s
meetings and the content of the active discussions.
CEPS ensures that discussions during the meeting are balanced and evidence-based.
Each meeting will last up to four hours. If necessary, a single meeting may be split
into two half-days.
CEPS expects Forum members to participate in a minimum of two of the three
closed-door Working Group meetings.
POLICY BRIEFS CEPS will draft the policy briefs and the Working Group final report in accordance
& with the highest standards. The policy briefs and the final report are meant to
FINAL REPORT contribute to the policy debate by presenting a balanced set of arguments. It is
based on the input made by Forum members during each meeting and CEPS
conducts the necessary independent research.
Forum members are invited to comment and send their observations on the draft
version of the policy briefs and the Working Group final report, including the
policy recommendations. Forum members have the possibility to produce written
contributions, subject to the rapporteur’s approval and editing.
The Working Group’s final report will consist of 20 to 30 pages, including an
average of 12 policy recommendations. Each Working Group’s final report will
represent one chapter of the overall final report of the Forum for each semester.
18B – Policy briefs and final report a – Objectives of the policy briefs and final report In addition to contributing to the policy debate by presenting a balanced set of arguments, the policy briefs and the final report seek to provide readers with a constructive basis for discussion. The rapporteur(s) will not seek to advance a single position or misrepresent the complexity of any subject matter. The policy briefs and the final report also fulfil an educational purpose, and it is therefore drafted in a manner that is easy to understand, with technical jargon fully defined and explained where necessary. b – Drafting the main text of the policy briefs and final report In the main text, the rapporteur(s) details the results of the research carried out independently in the framework of the Forum. The policy briefs and the final report will refer to the discussions during the meetings but also to available data and literature. Scientific literature may be cited. Forum members are not expected to endorse any reference to this literature. A general disclaimer is inserted to clarify this. Finally, the conclusions will be clearly presented. c – Use of data The policy brief and the final report features data that are considered both relevant and accurate by the rapporteur(s). The Forum members are encouraged to contribute with any data or propose any source of data that the rapporteur(s) considers as relevant. They may also question either the relevance or accuracy of any given data. After consultation with the chair, the rapporteur(s) may decide either to exclude this data or to mention these concerns in the main body of the text. d – Drafting the conclusion and recommendations The policy briefs and the final report will feature a set of policy recommendations, drawn up by the rapporteur(s), which are meant to reflect the whole Forum’s discussions during the semester. For a recommendation to be featured in the report, enough information needs to have been discussed in the open debates among Forum members. In all cases, the policy briefs and the report will seek to identify the points where there is some sort of common understanding of the issues discussed. Both policy recommendations and the content of the policy briefs and the final report will be summarised at the beginning of each document in the form of an ‘executive summary’. Forum members will be given the opportunity to review their Working Group’s contribution to the policy briefs and the final report and provide their input on each draft version. Nevertheless, the rapporteur(s) will be solely responsible for the content of the policy briefs and the final report. e – Launch of the semester-based final report All Forum members will be invited to the closing semester-based plenary dedicated to the launch of the semester-based final report. 19
CURRENT SPONSORS AND PARTNERS
GENERAL CONTACT INFORMATION
cepstaskforces@ext.ceps.eu
Andrea RENDA Malorie SCHAUS
Senior Research Fellow and Head of GRID, Research Fellow, CEPS
CEPS
Director of the Forum Coordinator of the Forum
andrea.renda@ceps.eu malorie.schaus@ceps.eu
+32 (0)494 44 33 16 +32 (0)2 229 39 42You can also read
