Policy & Media

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

I contribute to policy debates on green industrial policy, industrial decarbonisation and sustainability in global value chains. My current work examines the design of European industrial policy, including the Industrial Accelerator Act, the transformation of energy-intensive industries such as steel, the scale-up of hydrogen and the implications of Chinese industrial policy for European competitiveness and resilience. I also address sustainable production and trade in global value chains, particularly in coffee and cocoa.

As Deputy Scientific Lead of the Industrial Policy Lab, I connect research with policy practice through analysis and regular exchange with ministries, industry and other stakeholders. I focus on when policy intervention is justified, which instruments fit particular objectives and how policy can support transformation while preserving competition.

NDR Fernsehen · Schleswig-Holstein Magazin · 20 December 2025 · “Warum der Schoko-Weihnachtsmann dieses Jahr so teuer ist”
Screenshot: NDR

Current Policy Debates

Green Industrial Policy and Decarbonisation

I examine how green industrial policy can accelerate industrial decarbonisation and clean energy deployment through carbon pricing, innovation support and infrastructure investment, with a focus on energy-intensive industries, green steel, hydrogen and offshore wind energy.

The Industrial Accelerator Act

I assess Europe’s industrial policy response to the China Shock 2.0, focusing on whether instruments such as local-content requirements and public procurement effectively address decarbonisation, resilience and competitiveness.

Understanding Chinese Industrial Policy

I investigate how national strategies, local government competition and public support shape China’s technological leadership, particularly in hydrogen, and what Europe can learn from this experience.

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 contribute interviews and commentary on industrial policy and geoeconomics, the green transformation and sustainability in global value chains. Recent contributions cover Europe’s industrial policy response to China, hydrogen and industrial decarbonisation as well as sustainability, working conditions and price developments in global coffee and cocoa value chains.

ARD tagesschau · 23 October 2026 · Offshore wind industry
Screenshot: ARD-aktuell / NDR

Radio & Audio

I give live interviews and contribute to radio and podcast formats for WDR5, Deutschlandfunk, MDR and RBB/1LIVE, discussing topics ranging from European industrial policy and green steel to coffee trade and sustainability along global value chains.

Television

I provide expert commentary for ARD tagesschau, ZDF, NDR, MDR and ProSieben/Sat.1 on industrial policy, the green transformation and sustainability in global value chains. Recent television interviews have addressed offshore wind energy, green steel and global coffee and cocoa markets.

Selected Examples

→ ARD tagesschau / NDR Hallo Niedersachsen: Offshore Wind Industry Under Pressure (TV Interview) · NDR broadcast

→ NDR Television: Salzgitter’s Transition to Green Steel (TV Interview)

→ Deutschlandfunk: Green Transformation of the Steel Industry (Podcast Interview)

→ Saarbrücker Zeitung: Green Steel in Saarland (Print Interview)

→ Table.Media: Europe’s Industrial Policy Response to China (Op-Ed)

→ WDR5 Morgenecho: Coffee Trade, Sustainability and Fairtrade (Radio Live Interview)

→ NDR Television: Cocoa Prices and Chocolate (TV Interview)

→ ARD Klimaupdate: Coffee, Climate and Global Production (Podcast Interview)

Interviews, Briefings & Speaking Invitations

For enquiries about industrial policy, China, industrial decarbonisation, hydrogen, global value chains or the international production and trade of coffee and cocoa, please get in touch.

Get in touch