zach_cer - Network

RT @CER_EU@twitter.comToday marks three years on from #BrexitAll our research is contained in our Brexit timeline... take a look....

RT @CER_EU@twitter.com

Today marks three years on from #Brexit

All our research is contained in our Brexit timeline... take a look.

https://www.cer.eu/brexit-timeline

🐦🔗: https://twitter.com/CER_EU/status/1620410951777325057

RT @CER_EU@twitter.com🆕 The EU is infuriated at American protectionist industrial policy. The US believes EU tech regulation is...

RT @CER_EU@twitter.com

🆕 The EU is infuriated at American protectionist industrial policy.

The US believes EU tech regulation is anti-American.

@Zach_CER@twitter.com explains why both sides should turn down the heat.

https://www.cer.eu/insights/turning-down-heat-transatlantic-tech

🐦🔗: https://twitter.com/CER_EU/status/1620346157246431232

My opinion piece on @POLITICOEurope@twitter.com today👇. I argue that the EU’s anxieties about US Inflation Reduction Act are misplaced....

My opinion piece on @POLITICOEurope@twitter.com today👇. I argue that the EU’s anxieties about US Inflation Reduction Act are misplaced. Green investment is not a zero sum game. https://www.politico.eu/article/us-europe-electric-car-needs-to-dial-down-its-anxiety-over-the-inflation-reduction-act/

The US must be transparent with its allies about when it grants export licences in future, to show it is not using export controls to boost...

The US must be transparent with its allies about when it grants export licences in future, to show it is not using export controls to boost its own industries over Europe's. But, overall, the Dutch decision to fall in line with the US strategy does not disadvantage ASML. /6

There are still reasons to doubt the US strategy: eg, does it make sense to decouple while China still dominates many critical parts of tech...

There are still reasons to doubt the US strategy: eg, does it make sense to decouple while China still dominates many critical parts of tech supply chains? And would we benefit more from keeping China dependent on Western tech? /5

Finally, the US export controls are part of a broader decoupling exercise, in which many countries are subsidising new chip-making plants,...

Finally, the US export controls are part of a broader decoupling exercise, in which many countries are subsidising new chip-making plants, which will all need the lithography machines ASML specialises in. ASML has massive opportunities ahead, with or without China. /4

Second, don't just look at the impact on chip-making equipment firms. Chip design firms are affected by the US strategy too. They are...

Second, don't just look at the impact on chip-making equipment firms. Chip design firms are affected by the US strategy too. They are mostly American. Their share prices tanked in Oct when the US announced its strategy - and haven't rebounded as much as ASML has. /3

First, for context, the biggest US (and Japanese) chip-making equipment manufacturers have a far higher proportion of revenue from China...

First, for context, the biggest US (and Japanese) chip-making equipment manufacturers have a far higher proportion of revenue from China than Dutch powerhouse ASML has. This round of tighter US export controls should hurt America more than its allies... /2

A big win for the US strategy of constraining China's chip-making capabilities. But, in my view, this should not be seen as a major...

A big win for the US strategy of constraining China's chip-making capabilities. But, in my view, this should not be seen as a major concession by Europe either: here's why... /1

RT @jordanschnyc@twitter.com

A real coup for the Biden administration. Hats off to everyone at State and Commerce who helped pull this together. https://twitter.com/jendeben/status/1618790250071101443

🐦🔗: https://twitter.com/jordanschnyc/status/1618957435179507712

RT @SanderTordoir@twitter.comEuropean clamor about the US Inflation Reduction Act (IRA) has lately focused on ramping up a EU green...

RT @SanderTordoir@twitter.com

European clamor about the US Inflation Reduction Act (IRA) has lately focused on ramping up a EU green industrial strategy of its own. But what is happening on the diplomatic front to mitigate IRA-discrimination of EU firms? The US might throw the EU some bones. Thread🧵

🐦🔗: https://twitter.com/SanderTordoir/status/1617931075698970624

RT @CER_EU@twitter.com❓ 🎙️ ❓ Our podcast series #AskCER is looking for new questions to put to our researchers.So if you have...

RT @CER_EU@twitter.com

❓ 🎙️ ❓ Our podcast series #AskCER is looking for new questions to put to our researchers.

So if you have something you'd like to know about the EU, Britain and the world, email: mailing@cer.eu

Whatever your question on EU policy, our researchers would be happy to answer.

🐦🔗: https://twitter.com/CER_EU/status/1617477241058869252

RT @CaminoMortera@twitter.comSince we are back to talking about using Russian frozen assets to finance Ukraine's reconstruction, my...

RT @CaminoMortera@twitter.com

Since we are back to talking about using Russian frozen assets to finance Ukraine's reconstruction, my colleague @Zach_CER@twitter.com and I spent some time in the summer looking at how easy that would be. Clue: the title.
https://www.cer.eu/publications/archive/bulletin-article/2022/using-sanctioned-russian-assets-rebuild-ukraine-will-not

🐦🔗: https://twitter.com/CaminoMortera/status/1617444301851574272

5. All this suggests that Apple wants to play hard-ball. The question I have is how wise this type of challenge is in the long run. Big tech...

5. All this suggests that Apple wants to play hard-ball. The question I have is how wise this type of challenge is in the long run. Big tech is heading into a world where the CMA will have close oversight and very broad powers. Antagonism will only get you so far.

4. Fourth, this case just looks odd. The CMA can start investigations on a standalone basis, or trigger it from a study. Here, Apple...

4. Fourth, this case just looks odd. The CMA can start investigations on a standalone basis, or trigger it from a study. Here, Apple complains the CMA didn't correctly use a study to trigger an investigation. But the CMA started this investigation standalone.

3. Third, the UK's new digital competition bill should land in Parliament in Feb. The law allows fast-track interventions. Perhaps, if...

3. Third, the UK's new digital competition bill should land in Parliament in Feb. The law allows fast-track interventions. Perhaps, if Apple win the CMA will drop the investigation + wait for the new laws instead... but that gives Apple a huge win if the bill gets delayed.

2. Second, Apple's complaints are purely about procedural niceties. Even if Apple wins, it wouldn't stop the CMA using its powers to...

2. Second, Apple's complaints are purely about procedural niceties. Even if Apple wins, it wouldn't stop the CMA using its powers to open a new investigation into exactly the same practices.

1. First, this isn't a complaint about the CMA trying to change Apple's business practices. It's purely a complaint about...

1. First, this isn't a complaint about the CMA trying to change Apple's business practices. It's purely a complaint about opening an investigation - i.e. about the CMA looking into possibly intervening in the future.

Apple is playing hard-ball against the UK competition authority - challenging the competition authority (CMA) decision to open up an...

Apple is playing hard-ball against the UK competition authority - challenging the competition authority (CMA) decision to open up an investigation into its practices - which could (in theory) improve life for Apple's app developers. A few thoughts... https://www.catribunal.org.uk/cases/157661223-apple-inc-others

RT @CER_EU@twitter.com🆕 Russia’s attack on Ukraine has forced Europeans to do more for their own defence. But Europe’s defence...

RT @CER_EU@twitter.com

🆕 Russia’s attack on Ukraine has forced Europeans to do more for their own defence.

But Europe’s defence potential risks being hobbled by fragmentation and lack of co-ordination. 🇷🇺 🇺🇦

New insight by @LScazzieri@twitter.com

https://cer.eu/insights/european-defence-missing-its-moment

🐦🔗: https://twitter.com/CER_EU/status/1614911229679616000

RT @EncompassEurope@twitter.comCan UK science and technology recover from Brexit?...

RT @EncompassEurope@twitter.com

Can UK science and technology recover from Brexit? https://encompass-europe.com/comment/can-uk-science-and-technology-recover-from-brexit @JohnSpringford@twitter.com @Zach_CER@twitter.com @CER_EU@twitter.com #HorizonEurope

🐦🔗: https://twitter.com/EncompassEurope/status/1612467958239956992