What does cloud sovereignty mean for Europe’s Single Market?
Our latest Occasional Paper by @MatBauerEcon, Andrea Dugo, @FredrikErixon, Dyuti Pandya and @lnasisto, examines 8,725 public cloud procurement contracts across nine EU Member States.
🇪🇺 97% went to domestic providers.
đź“Š New sovereignty framing: 100% domestic awards.
⚠️ Under new sovereignty framing, the sole bidder rate: 28% → 46%.
The analysis finds that sovereignty policies that use nationality as a proxy for control, can narrow competition and reinforce national markets without necessarily improving resilience.
The alternative is to focus on demonstrable security, resilience and operational control while keeping European cloud markets open.
📄 Find out more ➡️ ecipe.org/publications/cloud…
#CloudComputing #DigitalSovereignty #SingleMarket #EUCompetitiveness
Europe’s audiovisual sector is growing fast, but EU trade policy is leaving it exposed.
In this Policy Brief, Hannes Berggren shows how EU audiovisual exports grew 271% between 2006 and 2023, while the sector remains largely outside trade liberalisation.
Read more ➡️ ecipe.org/publications/audio…
#DigitalTrade #TradePolicy #GATS
In case you missed it: our latest webinar recording is now available.
@DavidHenig, Deborah Elms and @pmdfoster discussed the future of globalisation, growing US China tensions, economic fragmentation and Europe’s role as a collective middle power.
What could a more fragmented global economy mean for Europe?
Watch here 🎥 youtube.com/watch?v=MJlLT1c_…
#Globalisation #GlobalTrade #TradePolicy
As EU leaders prepare to discuss Ukraine and European defence on 15–16 October, Europe’s security role is changing.
@TengizPkhaladze examines how the European Peace Facility is evolving towards sustainable military capability and defence production.
Read more ➡️ ecipe.org/insights/european-…
#Ukraine #EuropeanDefence #EU
EU enlargement is key to its geoeconomic competition.
As EU leaders meet on 15–16 October, our Insight by @Phil_Lamprecht and Frauke Seebass shows how external powers are expanding their influence across Southeast Europe.
The EU’s strongest lever remains access to the Single Market. Clear roadmaps, timelines and tangible benefits can make that offer more credible.
Read the Insight now ➡️ ecipe.org/insights/make-enla…
#EUEnlargement #WesternBalkans #EUCompetitiveness
Europe’s cloud sovereignty debate needs to look beyond data centres.
@MatBauerEcon estimates CADA’s 10-year cumulative economic exposure at €35.6bn under Narrow, €115bn under Medium and €233bn under Broad.
Under Medium, €79.1bn, around 69% of exposure, comes from migration, software rewriting and system redesign.
The challenge extends beyond building compliant cloud capacity to adapting the software and technology systems that depend on it.
Read our Occasional Paper ➡️ ecipe.org/publications/econo…
#CloudComputing #Competitiveness #DigitalPolicy #CADA
Europe’s biopharmaceutical industry is moving beyond the traditional “blockbuster” model.
@osguinea, Andrea Dugo & @FredrikErixon analyse 225 EU biopharma firms and find that patents are associated with higher subsequent sales for small firm, but not large incumbents.
As innovation becomes more distributed, IP protection and growth-stage finance become critical to turning scientific assets into commercial growth.
Read more at @SSRN ➡️ papers.ssrn.com/sol3/papers.…
#LifeSciences #IntellectualProperty #Competitiveness
The draft chapter is forthcoming in Competing for the Cure: Intellectual Property, Innovation Policy, and Competitiveness in Biopharmaceutical Ecosystems, edited by Jonathan M. Barnett, Bowman Heiden & Margaret Kyle and published by Cambridge University Press in 2027.
The work is part of the EIRA Initiative and will be presented in Paris at the EIRA conference on 29–30 October. Find out more at eirainitiative.org/events/
A patent’s value depends on the strength of the rights behind it.
@FredrikErixon and Dyuti Pandya show how the post-eBay limits on injunctions affected technology licensing in the US, with the impact driven mainly by smaller firms.
Read the Insight ➡️ ecipe.org/insights/the-injun…
#EU #IntellectualProperty #patents #US
Is Europe looking forward or playing the tape backwards?
@FredrikErixon looks at where new opportunities are emerging, from quantum and new space to 6G and entrepreneurship.
What could Europe achieve by focusing more on what comes next?
Read his latest newsletter ✍ us9.campaign-archive.com/?e=…
#Competitiveness #Technology #6G #Innovation
If the UK is serious about rejoining the EU, it needs a bigger story about what comes next.
@DavidHenigUK argues that the debate should focus on shared challenges including jobs, defence, AI, big tech and economic interdependence, alongside a clear vision for the future.
Read the Insight ➡️ ecipe.org/insights/uk-rejoin…
#UK #EU #Rejoin
đź“ŁWEBINAR.
Join @FredrikErixon, @DavidHenig, Deborah Elms and @pmdfoster to discuss how technology, geopolitics and economic security are reshaping the global economy.
đź“… Tomorrow, 8 October 2026 | đź•’ 15:30 CET
Register now ➡️ us02web.zoom.us/webinar/regi…
#WTO #Globalisation #EU #Trump #China
The latest China-US trade deal leaves some of the hardest issues unresolved.
Speaking to @CGTNEurope, @leemakiyama notes that the $60bn deal covers only around one tenth of bilateral trade, while EVs and semiconductors remain outside the agreement.
Watch ➡️ youtube.com/watch?v=p3V8cOPx…
#China #US #Trade
The global economy has become radically more connected, reshaping trade, technology and the role of governments.
In his Policy Brief, @DavidHenigUK looks at how economic integration has outpaced the institutions governing it, and why managing interdependence will be central to the next phase of globalisation.
Read the paper ➡️ ecipe.org/publications/whats…
#WTO #Globalisation #EU #Trump #China
Join 🗣️ @FredrikErixon, @DavidHenig, Deborah Elms and @pmdfoster for our webinar on 🗓️ Thursday, 8 October 2026 at 15:30 (CET) to discuss what comes next for globalisation and economic security.
Find out more ➡️ ecipe.org/events/ecipe-webin…
Our Chief Economist, @ErikvanderMarel, in @euronews on whether Canada could become a closer economic and strategic partner for the EU.
He highlights opportunities beyond tariffs, including services, technology cooperation and other intangible activities that could play an increasingly important role in future growth.
Read the article 👇
euronews.com/2026/10/01/can-…
#TradePolicy #EUCanada #GlobalTrade
ECIPE Newsletter is out! 📬
Globalisation is changing, but trade continues to grow despite rising trade barriers, geopolitical tensions and weakening global trade rules.
Inside:
⏩ What’s next for globalisation and the rules governing trade.
⏩ Why Europe and the US are taking different approaches to patent injunctions.
⏩ How copyright is becoming part of industrial policy in the age of AI.
⏩ How the UK can pursue its interests in Brussels.
Explore our latest research and analysis!
Read the newsletter ➡️us9.campaign-archive.com/?e=…
#Globalisation #EURegulation #IP #IndustrialPolicy #Trade
Europe has the technology to compete in 6G. But is it ready to deploy it?
5G standalone availability stands at just 2.8% in the EU, compared with 31.6% in the US and 80.9% in China.
@FredrikErixon, @osguinea, Dyuti Pandya and @vanikashm5 explain why Europe needs to turn its telecom strengths into commercial leadership.
Read our study 👇
ecipe.org/publications/6g-wa…
#6G #Telecommunications #Competitiveness
The US is reconsidering the patent injunction model that some of the EU Member States are debating.
Dyuti Pandya examines what Europe can learn from eBay, where weaker access to injunctions affected licensing incentives and bargaining power.
Europe already has proportionality tools to address exceptional cases. ➡️ ecipe.org/insights/the-injun…
#EU #IntellectualProperty #patents #US
