Policy & Media

Policy analysis, advice and public commentary on industrial policy, decarbonisation and hydrogen

I contribute to current policy debates on the Industrial Accelerator Act, the green transformation of energy-intensive industries and the scale-up of hydrogen. Understanding Chinese industrial policy and its implications for European firms and policymakers is a central part of this work.

As Deputy Research Head of the Industrial Policy Lab, I contribute policy analysis, take part in discussions with ministries and industry and provide interviews and commentary for the media. I assess where intervention is justified and how policy can address specific problems while preserving competition.

Current Policy Debates

The Industrial Accelerator Act

I assess the design of the Industrial Accelerator Act and its role in Europe’s response to the China-Shock 2.0, asking whether instruments such as low-carbon procurement, local-content requirements and conditions on foreign investment are well matched to the objectives of decarbonisation, resilience and competitiveness.

Decarbonising Energy-Intensive Industry

I examine how carbon pricing, innovation support and demand for low-carbon materials can support industrial decarbonisation, with a particular focus on the EU Industrial Accelerator Act.

Hydrogen

Through the H2ignite project, I work on hydrogen innovation ecosystems in the North Sea region and regularly exchange with industry and policy stakeholders on the challenges of technology development and scale-up.

Understanding Chinese Industrial Policy

I examine how national priorities, local government competition and support for firms shape China’s technological upgrading, including ongoing research on subnational competition for hydrogen leadership, and what this means for Europe’s policy response.

Selected Policy Outputs

Wirtschaftsdienst · 2026 · 106(9)

China-Schock 2.0 trifft Deutschland: Was kann der Industrial Accelerator Act leisten?

Schöl, B.; Semrau, F. O.

Short summary: China-Schock 2.0 trifft Deutschland

China’s competitive pressure exposes weaknesses in Germany’s export model. We assess where low-carbon and origin requirements can support industrial transformation, why they are ill-suited to counter distortions from Chinese industrial policy and how they should fit within a wider climate, trade and competitiveness policy mix.

Read full text (German) : China-Schock 2.0 trifft Deutschland

Intereconomics · 2026 · 61(4), 240–248

The EU Industrial Accelerator Act: Strategic Ambitions and Design Challenges

Binder, J.; Dohse, D.; Görg, H.; Liu, W.-H.; Schöl, B.; Semrau, F. O.

Short summary: The EU Industrial Accelerator Act

The IAA brings together decarbonisation, resilience and competitiveness without sufficiently matching its instruments to these distinct objectives. We argue for narrower strategic priorities, a clearer economic case for local-content and investment requirements and continued openness where it strengthens European capabilities.

Read full text (English) : The EU Industrial Accelerator Act

UNIDO · 2025 · Insights on Industrial Development, Policy Brief No. 26

Resilient Global Supply Chains in Times of Escalating Trade Costs

Mahlkow, H.; Semrau, F. O.; Steglich, F.; Pahl, S.; Stucki, V.

Short summary: Resilient Global Supply Chains in Times of Escalating Trade Costs

Rising tariffs and other trade costs threaten development through global supply chains. We identify routes to greater resilience through diversified markets, domestic and regional production links, value-chain upgrading and stronger standards and investment conditions.

Read full text (English, PDF) : Resilient Global Supply Chains in Times of Escalating Trade Costs

European Parliament · 2023 · Study for the Committee on International Trade

The Cumulative Effect of Due Diligence EU Legislation on SMEs

Thiele, R.; Hanley, A.; Semrau, F. O.; Steglich, F.

Short summary: The Cumulative Effect of Due Diligence EU Legislation on SMEs

This study for the European Parliament examines the implications of proposed EU due diligence legislation for small and medium-sized enterprises and their participation in global value chains. It contributes to the debate on how sustainability requirements affect firms beyond those directly covered by regulation.

Read full text (English, PDF) : The Cumulative Effect of Due Diligence EU Legislation on SMEs

Further Policy Writing

Wirtschaftsdienst · 2024 · 104(5), 301–305

Innovationspolitik für die Transformation zur Klimaneutralität

Peterson, S.; Semrau, F. O.

Short summary: Innovationspolitik für die Transformation zur Klimaneutralität

Public R&D support can help clean technologies develop, but it works best within a coherent policy mix with carbon pricing at its centre. We discuss how support should reflect technological maturity and complement incentives for emissions reductions.

Read full text (German) : Innovationspolitik für die Transformation zur Klimaneutralität

UNIDO Industrial Analytics Platform · 2023

Greening Global Value Chains: Emerging Countries’ Upstream Industries

Semrau, F. O.

Short summary: Greening Global Value Chains

I use evidence from Indian manufacturing firms to show why upstream production deserves more attention in climate policy. Technology transfer, trade relationships and environmental requirements in export markets can help emissions-intensive producers adopt cleaner technologies.

Read full text (English) : Greening Global Value Chains

Policy Advice & Dialogue

My policy work includes studies for the European Parliament and UNIDO, expert exchanges with German federal ministries and discussions with industry representatives. Alongside publications, I participate in exchanges between researchers, policymakers and industry representatives and contribute to expert workshops and public events. Recent events are listed below:

2026

Federal Ministry for Economic Affairs and Energy

Invited participant in an expert workshop on the Industrial Accelerator Act and the Clean Industrial Deal.

May 2026

Deutsche Bundesbank · Forum Bundesbank

Invited speaker on European industrial policy, competitiveness and strategic dependencies at “Made in Europe? Industriepolitik im globalen Wettbewerb”, Kiel.

Event details →

March 2026

Global China Conversations · Kiel Institute

Invited speaker and panellist on the Industrial Accelerator Act and its implications for economic relations between the EU and China in strategic sectors.

Event details →

2025–2026

Policy Dinners on Industrial Policy Design - Kiel Institute

Organiser and participant, bringing together representatives from academia, industry and policy.

2025

France Stratégie

Invited speaker on innovation policy for the transition to climate neutrality at the National Committee for the Evaluation of Innovation Policies.

2024

PowerNet · Neumünster

Organiser, speaker and panellist at “Hydrogen Valley Northern Germany: Green Transformation in a Globalized World”.

Media & Public Commentary

I regularly discuss research and economic policy with wider audiences through interviews and commentary, among others for dpa, Deutschlandfunk, NDR, MDR and ProSieben. My contributions cover industrial policy, the green transition and commodity markets.

Table.Briefings · 25 March 2026 · Opinion

IAA: A Step in the Right Direction – but Just One Step

Johannes Binder and Finn Ole Semrau

A joint commentary on Europe’s industrial policy response to China and the scope and sectoral priorities of the Industrial Accelerator Act.

Read commentary (English; subscription required)

Interviews, Briefings & Speaking Invitations

For enquiries about the Industrial Accelerator Act, industrial decarbonisation, hydrogen or Chinese industrial policy, please get in touch.

Get in touch