ECONOMIST · HAMBURG | KIEL

Finn Ole Semrau

I study how global value chains and foreign direct investment shape firms’ environmental performance, and how governments design industrial policy to scale green technologies in the face of international competition and geopolitical pressure.

About

I am an economist and postdoctoral researcher at the Kiel Institute for the World Economy, where I serve as Deputy Research Head of the Industrial Policy Lab.

My research examines how firms’ participation in and position within global value chains relate to corporate social responsibility, environmental innovation, emissions and pollution. A second strand studies how industrial policy can promote clean technologies and strengthen competitiveness. This work focuses on the EU’s evolving industrial policy, including the Industrial Accelerator Act, and on China both as a major industrial competitor and as a case of subnational competition to scale up hydrogen technologies.

I connect this research to policy and practice by advising ministries, international organisations and firms, contributing to applied projects and engaging in public debate.

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Selected Research

JOURNAL OF ENVIRONMENTAL ECONOMICS AND MANAGEMENT · 2026

Upstreamness, Foreign Environmental Regulation and CO₂ Emissions in Indian Manufacturing Firms

Why upstream firms are more emission-intensive and whether exports to markets with stringent environmental regulation encourage cleaner production.

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JOURNAL OF DEVELOPMENT ECONOMICS · 2024

Corporate Social Responsibility along the Global Value Chain

How buyer–supplier relationships in global value chains create incentives for firms to adopt corporate social responsibility.

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JOURNAL OF INTERNATIONAL BUSINESS POLICY · 2026

Green Gifts from Abroad? FDI and Firms’ Green Management

When foreign ownership encourages firms to adopt green management practices and how this relationship depends on host- and home-country conditions.

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CURRENT WORK

My current research examines subnational competition for hydrogen leadership in China, public financial support and policy mixes for firms’ environmental innovation and the interaction between foreign ownership, value-chain position and pollution abatement in Chinese manufacturing.

Research Themes

Industrial Policy & Geoeconomics

The design and effectiveness of policies that seek to build technological capabilities, strengthen competitiveness and reduce strategic dependencies.

Global Value Chains & FDI

How firms’ positions in international production networks and foreign ownership affect innovation, environmental performance and economic development.

Green Innovation & Transformation

How public support, regulation and market incentives influence firms’ adoption of environmental innovations and clean technologies.

RESEARCH MEETS POLICY

Policy & Public Engagement

My policy work translates empirical research into practical choices about policy design. Through the Industrial Policy Lab, I assess how instruments such as public financial support, procurement, local-content requirements and conditions on foreign investment can advance decarbonisation, resilience and competitiveness while preserving competition.

Over the past decade, I have contributed to research, evaluation and policy projects for German federal ministries, the European Parliament, UNIDO and GIZ. I have also directly worked with researchers at the European Commission’s Joint Research Centre during a three-month research visit in Seville.

I regularly discuss research and economic policy with wider audiences through interviews and commentary for dpa, Deutschlandfunk, NDR, MDR and ProSieben.

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BEYOND ACADEMIA

Consultancy & International Projects

Since 2016, I have completed more than 20 assignments and over 500 consulting days as an independent consultant and international expert in development cooperation.

My work for GIZ, GFA Consulting Group and UNIDO and other partners covers research, survey design, statistical sampling, monitoring and evaluation, training and quality assurance. I have worked as a team leader, coordinator and trainer, with field experience in Mozambique and Kenya.

  • Evaluation & Survey Design
    Designing sampling strategies, data collections and quantitative and qualitative evaluations.

  • Project Leadership & Quality Assurance
    Coordinating project teams and data collections while ensuring methodological quality.

  • Training & Local Collaboration
    Working with institutions, project teams and local partners to translate evidence into practical recommendations.

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