Clean Industry, Tough Geopolitics: Europe’s New Trade and Investment Strategy

• Florence School of Transnational Governance
• STG Climate

This session is part of the EUI Climate Week 2026

Europe’s clean industrial transformation cannot succeed in isolation. As global geoeconomic tensions intensify and clean-tech supply chains become increasingly strategic, the EU must pair its internal policy architecture with a credible external agenda. The Clean Industrial Deal includes for that reason the development of Clean Trade and Investment Partnerships (CTIPs) with external partners. Moreover, the growing importance of the security dimension makes the question of diversification even more pertinent.

This session as part of EUI Climate Week aims to address the question of how Europe can balance openness with strategic protection to anchor clean industry, secure critical inputs and resilient value chains, and manage foreign investment—particularly from China—in its clean‑tech supply chains.

Chair: Simone Tagliapietra, European University Institute and Bruegel

Speakers:

• Timur Gül, International Energy Agency
• Peter Hill, London School of Economics
• Julia Reinaud, Breakthrough Energy
• Sander Tordoir, Centre for European Reform

Conclusion: Pier Paolo Raimondi, European University Institute

More information and the full programme of the EUI Climate Week 2026 can be found here.