European industrial policy report

European industrial policy is changing. The focus is no longer solely on innovation, but on industrialising, scaling up and securing strategic production capacities.

This report analyses how the European Union is reconfiguring its industrial model in a context of systemic competition with the United States and China, and what this shift means for the decade ahead.

What does this report examine?

• The comparative evolution of industrial policies in China, the United States and the EU
• The financial and regulatory instruments reshaping global competition
• Differences in R&D investment intensity, business traction and scaling capacity
• The impact of the next Multiannual Financial Framework 2028–2034
• Europe’s structural challenge: moving from the laboratory to the factory

Why is this relevant now?

The next European budgetary cycle will link funding to:

• Tangible industrial capacity
• Projects with credible scaling plans
• Consolidation of strategic value chains
• Reduction of critical dependencies
• The rules are changing.
• Technological excellence is no longer sufficient if it does not translate into large-scale production.

Who is it for?

• Industrial and technology companies
• Executives responsible for strategy and investment
• Public bodies and innovation ecosystems
• Organisations designing large-scale European projects