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Industrial Policy And Procurement

State efforts to build domestic industry via tariffs, subsidies, state funds and public purchasing in EVs, batteries, chips and robotics.

Current stories

leadershipOne report1 publisher

Car industry body chief tells Brussels that locking the UK out of Made in Europe law would be a deliberate choice to hurt EU carmakers

Mercedes-Benz chief Ola Källenius, as ACEA president, says excluding the UK from the EU's Made in Europe law would hurt carmakers on both sides. EU leaders hope to agree the text within weeks, and the UK is still lobbying to be included.

Publishers:theguardian.com

Reality

Evidence55
Adoption
Not scored
Hype gap+20
Incentives70
Confidence50
investConfirmed2 publishers

Korean listed firms wrote renewables and robotics into 30.2% of their new charter business lines

Korea's 1,000 largest listed companies put renewables and robotics into 30.2% of the business lines they added to their charters this year, the FKI found. The unit counted is a business purpose written into articles of incorporation, so the shares describe stated intent.

Reality

Evidence66
Adoption
Not scored
Hype gap+18
Incentives58
Confidence64
investOne report1 publisher

Europe's billion-euro daily deficit with China pushes Brussels beyond electric-car tariffs

Brussels is weighing a volume cap on Chinese plug-in hybrids, Bloomberg reported, as the EU's trade deficit with China runs near a billion euros a day. Leaders meeting October 15 and 16 can keep going product by product or back the country-level 'kill switch' Merz and Macron want.

Publishers:en.sedaily.com

Reality

Evidence40
Adoption
Not scored
Hype gap+25
Incentives50
Confidence45
investOne report1 publisher

Tesla and BYD took 44% of Korea's EV growth in the first seven months

KAMA's seven-month count of 237,032 registrations is already past all of last year, but Tesla's 66,376 sales in Korea now put Hyundai third in EVs in its own home market, with Kia still ahead on 85,444.

Publishers:en.sedaily.com

Reality

Evidence55
Adoption84
Hype gap+12
Incentives62
Confidence57
investOne report1 publisher

Korea's 20 trillion won state equity fund opens next year with 1 trillion won to spend

Lee Hyoung-il used his first day as finance minister to commit to a Korea Investment Corporation account that buys shares in chipmakers and AI firms, and the ministry has told parliament about 1 trillion won is available for it next year.

Publishers:en.sedaily.com

Reality

Evidence62
Adoption
Not scored
Hype gap+35
Incentives70
Confidence55
buildOne report1 publisher

GM and LG idled 1,330 Lordstown battery jobs in the months after the EV credit repeal

Removing a per-car subsidy left a finished battery plant in Ohio making cells nobody was buying, and the fastest cost its owners could cut was people. The capital had been committed years before the policy changed.

Publishers:mezha.net

Reality

Evidence45
Adoption70
Hype gap+12
Incentives60
Confidence52
investOne report1 publisher

At $20 billion a year, Korea's $350 billion US package takes 17.5 years to fund

The trade ministry takes the program to two National Assembly committees behind closed doors on the 22nd, five days later than planned, with a Texas gas plant, large reactors and Alaska LNG on the agenda.

Publishers:en.sedaily.com

Reality

Evidence35
Adoption
Not scored
Hype gap+20
Incentives55
Confidence45
investOne report1 publisher

Korea's trade minister gives himself a week to close the U.S. investment package

Kim Jung-kwan came back from Washington saying the targets, scale and structure of the projects were still being worked, that several issues are unresolved, and that he intends to try for a final deal inside the week.

Publishers:en.sedaily.com

Reality

Evidence52
Adoption
Not scored
Hype gap+18
Incentives74
Confidence55
investOne report1 publisher

Alberta data centres outweigh the quantum asks nine to one in Canada's leaked summit pitchbook

BetaKit obtained the 66-page pitchbook of 167 projects Mark Carney will put in front of 100 global investors in Toronto on Monday. Its tech section is dominated by Alberta data centre campuses whose stated ceilings add to roughly 5.6 gigawatts.

Publishers:betakit.com

Reality

Evidence57
Adoption21
Hype gap+29
Incentives78
Confidence61
leadershipOne report1 publisher

A designer of Biden's industrial policy says US investment screening now undercuts the factory push

In Foreign Affairs, the former director of Biden's National Economic Council argues Washington has an elaborate apparatus for refusing inbound capital and almost no route to approving it. The two federal measures it names are still proposals.

Reality

Evidence38
Adoption
Not scored
Hype gap+32
Incentives76
Confidence48
leadershipOne report1 publisher

A 2.85x bill of materials: what the FCC's robot ban does to an automation budget

The July 28 Covered List addition blocks new authorizations for foreign-made robots. The cost multiplier now being quoted comes from an index that had not yet been published.

Publishers:forbes.com

Reality

Evidence34
Adoption28
Hype gap+32
Incentives74
Confidence41