2025-05-19-Jefferies-欧盟政策之旅我们需要回答的10个问题_7页_153kb

EUROPE Sustainability & Transition Strategy Trip Summary

• Event: Jefferies facilitates investors' trip to Brussels to explore EU competitiveness under sustainability and transition policies.

• Focus: The discussions center on industrial policy, decarbonization, policy simplification, energy, and civil society engagement.

• Detailed Questions outlined during the trip:

  1. Can the EU simultaneously grow industrial sectors and decarbonize? What policies are necessary?
  2. In which low-carbon products do European firms hold leadership over global peers long-term?
  3. How will the Clean Industrial State Aid Framework (CISAF) drive commitments to clean tech and decarbonization?
  4. Should investors be optimistic about EU deregulation/policy simplification improving competitiveness?
  5. Will the EU pursue greater openness in trade or protectionism to enhance competitiveness?
  6. What is SME sentiment toward competitiveness safeguards, and are investors reassured?
  7. Are reforms planned to relax EU fiscal rules to address the EUR800bn spending gap?
  8. How will the EU reduce energy prices?
  9. Will carbon pricing or CBAM need changes to align with competitiveness and energy goals?
  10. Do policymakers face pushback from civil society on the Green Deal and decarbonization aims?