Can American Abandonment Help Europe?
The Continent Has a Chance to Address Its Own Weaknesses – Our piece in Foreign Affairs...
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The US defence industrial base can no longer reliably supply Europe
Europe has long relied on US weapons but the US military industrial base faces constraints and its production may be redirected elsewhere. Our piece for Bruegel....
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A European defence industrial strategy in a hostile world
Bruegel Policy Brief (here) Executive summary Russia’s illegal invasion of Ukraine has brought war back to Europe. Failing to stop Russia’s aggression would leave Europe at a critical disadvantage for decades, with a lon...
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Fit for war in decades: Europe’s and Germany’s slow rearmament vis-a-vis Russia
War is back in Europe and as it becomes long-lasting, the question of armament gains central im-portance. This report finds that Russian military industrial capacities have been rising strongly in the last two years, wel...
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Memo to the commissioner responsible for defence
You face the major challenges of Russian imperialism in the context of a potential United States retreat from Europe and a complex EU defence situation in which defence governance is spread across EU countries and variou...
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What role do imports play in European defence?
The European Union wants to reduce reliance on imported defence equipment, but the reliance seems to be overstated. Our analysis for Bruegel The European Defence Industrial Strategy (EDIS), published in March 2024, propo...
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Debt financing European air defence
A case can be made for financing European air defence through issuance of EU debt. Our analysis on Bruegel. Introduction Ukraine is not the only part of Europe vulnerable to missiles and air attacks[1]. Cu...
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Using the financial system to enforce export controls
Russian imports of battlefield goods that are subject to export controls, including from Western producers, have surged since mid-2022 and reached levels close to those prior to Russia’s full-scale invasion of Ukraine. R...
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The European defence industrial strategy: important, but raising many questions
The European defence industrial strategy helps to focus thinking but has significant flaws This was first published on Bruegel. In the context of the war in Ukraine and the deteriorating security situation on the contine...
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CBAM, Hydrogen Partnerships and Egypt’s Industry: Potential for Synergies
New article published in Intereconomics: Review of European Economic Policy (link) This article examines the hydrogen partnerships between Germany, the EU and Egypt in the context of the EU’s Carbon Border Adjustment Mec...
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