Clean Industrial Deal
STRATEGY2025-02-26
- Action Plan on Affordable Energy Q1 2025
- EIB pilot offering financial guarantees for PPA off takers, with a focus on SMEs and energy-intensive industry Q2 2025
- Legislative proposal on the extension of the Gas Storage Regulation Q1 2025
- Clean Industrial Deal State aid framework Q2 2025
- Recommendation on network charges Q2 2025
- Industrial Decarbonisation Accelerator Act: Speed-up permitting for industrial access to energy and industrial decarbonisation Q4 2025
- Recommendation on energy taxation Q4 2025
- Guidance on CfD design, including on combining CfDs and PPAs Q4 2025
- Guidance on promoting remuneration of flexibility in retail contracts Q4 2025
- European Grids Package Q1 2026
- Delegated act on low carbon hydrogen, providing regulatory certainty to producers of low carbon hydrogen Q1 2025
- Industrial Decarbonisation Accelerator Act:
- Establish a low-carbon product label
- Apply sustainability, resilience and minimum EU content requirement in public and private procurement in strategic sectors to ensure lead markets for low-carbon products Q4 2025
- Communication and legislative proposal on greening corporate fleets 2025/2026
- Revision of Public Procurement Directives to mainstream the use of non-price criteria Q4 2026
- Increase InvestEU’s risk bearing capacity Q1 2025
- IPCEI Design Support Hub 2025
- Clean Industrial Deal State aid framework Q2 2025
- Recommendation to Member States to adopt tax incentives to support the Clean Industrial Deal Q2 2025
- Flagship call under Horizon Europe Q4 2025
- Pilot auction under the Innovation Fund 2025
- Industrial Decarbonisation Bank Q2 2026
- TechEU investment programme on scale-ups with the EIB Group and private sector 2026
- First list of Strategic Projects under the Critical Raw Materials Act Q1 2025
- Ecodesign Work Plan adoption Q2 2025
- EU Critical Raw Materials Centre for joint purchases and management of strategic stockpiles Q4 2026
- Circular Economy Act Q4 2026
- Green VAT initiative Q4 2026
- Trans-Regional Circularity Hubs Q4 2026
- Launch negotiations for the first Clean Trade and Investment Partnership Q1 2025
- Simplification of the Carbon Border Adjustment Mechanism (CBAM) Q1 2025
- Comprehensive CBAM review assessing the feasibility of extending the CBAM scope to other EU ETS sectors at risk of carbon leakage, to downstream sectors and to indirect emissions and support to exporters, closing loopholes Q3 2025
- Trans-mediterranean Energy and Clean tech cooperation initiative Q4 2025
- Legislative proposal on an extension of CBAM Q1 2026
- Guidelines on Foreign Subsidies Regulation Q1 2026
- Union of Skills Q1 2025
- Quality Jobs Roadmap Q4 2025
- Guidance on social leasing for clean products 2025
- European Fair Transition Observatory Q1 2026
- Skills Portability Initiative 2026
- Review of State aid GBER rules for social enterprises and recruitment of disadvantaged workers Q4 2027
Action items (21)
Horizon Europe 2026-2027
The next work programme will channel major investments into Europe’s industrial and scientific transformation. A €600 million flagship call under the Clean Industrial Deal will bridge R&I and deployment, fostering synergies with the Innovation Fund and supporting fusion through new PPPs. In life sciences, the Commission will establish a network of ATMP Centres of Excellence (€4 million), pilot stepwise collaborative health research funding, and invest €50 million in multi-modal genAI for biomedical research. €170 million will support a new health–climate agenda, complemented by global research collaboration and foresight on life sciences skills.
European Grid Package
Planned for 25 November 2025.The European Grid Package will fast-track expansion and modernisation of transmission and distribution networks, deepening market integration and lowering bills. It streamlines TEN-E, accelerates permitting — including environmental assessments — and mandates integrated, cross-border planning with effective cost-sharing, focusing on interconnectors and distribution grids. It prioritises digitalisation, flexibility and efficient use of existing assets, while increasing visibility of manufacturing supply needs. An EIB “grids manufacturing package” (≈€1.5 bn) will underpin EU component capacity, and an “Energy Highways” effort will tackle critical bottlenecks. Together, the measures unlock renewables and storage, strengthen security of supply, and support electrification at least cost.
Industrial Decarbonisation Accelerator Act
Planned for 25 November 2025.This Act will accelerate industrial decarbonisation by clearing permitting bottlenecks, strengthening clean-product demand and de-risking investment. It streamlines access to energy and infrastructure (i.e. building on NZIA, TEN-E and the emergency permitting toolbox) through acceleration areas, one-stop shops and, where allowed, tacit approvals, while maintaining environmental safeguards. It introduces resilience and sustainability criteria (clean, circular, cybersecure) across EU/national programmes and procurement, and pilots a simple carbon-intensity label—starting with steel in 2025, followed by cement—to unlock targeted incentives and enable international alignment. Coupled with the Clean Industrial Deal and related affordability measures, it aims to lower costs, shorten lead times and scale EU clean manufacturing, with a legislative proposal.
Platform for the Joint Purchase of Critical Raw Materials
Planned for Q4 2026.The EU will establish the Platform to aggregate industrial demand, coordinate tenders, and secure diversified supplies for strategic value chains. Building on AggregateEU and complementing the Critical Raw Materials Act, the platform will align procurement across sectors, lower transaction costs for SMEs, and leverage EU and national de-risking tools. A dedicated EU Critical Raw Materials Centre will provide the purchasing backbone, organising joint buying for interested firms with Member States, coordinating strategic stockpiles, monitoring supply chains, and designing financial products for upstream projects in the EU and partner countries.
Trans-Regional Circularity Hubs
Planned for Q4 2026.The hubs will scale EU recycling into an integrated network. Built around smart specialisation, hubs will pool cross-border waste and by-product streams, aggregate demand for secondary raw materials, and coordinate permitting, logistics and standards. They will identify strategic projects with Member States and industry, drawing on CRMA Strategic Projects, IPCEI-like instruments and blended finance (InvestEU/EIB) to reach bankable scale. Harmonised end-of-waste and by-product criteria, benchmarks for recyclates, and Digital Product Passports will improve traceability and uptake. The Hubs will support industrial symbiosis, infrastructure corridors, and streamline shipments, accelerating the shift from linear chains to a Single Market for circular feedstocks.
Clean Industrial Deal State Aid Framework (CISAF)
CISAF sets simplified rules for Member States to back decarbonisation, clean-tech manufacturing and energy, while preserving the Single Market. It clarifies when grants, tax credits and accelerated depreciation are compatible, favours competitive tenders, and permits funding-gap methods. It aligns with the Net-Zero Industry Act to build EU value chains and invites proportionate European-preference criteria consistent with EU law, while crowding in private capital through risk-sharing schemes. The framework complements guidance on CfDs/PPAs and cross-border forward capacity allocation, giving industry and administrations longer planning horizon and legal certainty to invest at speed and scale.
General Block Exemption Regulation (GBER) Review
Planned for Q4 2026.The Commission will overhaul the GBER to cut red tape and streamline compatibility conditions while preserving a level playing field. The review fixes textual inconsistencies, updates definitions, and reflects new priorities (i.e. social-economy finance, training/employment aid, and SGEI/affordable housing) to ease use by SMEs, start-ups and granting authorities. It will reduce notifications, improve readability, and give Member States more design flexibility, with transparency and monitoring maintained. As the current GBER expires end-2026, the revision will also prolong its application.
InvestEU Amendment (Omnibus II)
Lifts the EU guarantee by EUR 2.5 billion, provisioned from EFSI surpluses and reflows, to mobilise EUR 25 billion. It is paired with extended combinations of legacy instruments and targets EUR 50 billion additional investment in this MFF. It adds an InvestEU financial instrument under the Member State compartment, enabling funded equity and deployment in non-euro currencies, and encourages swift national transfers. Simplifications reduce reporting and adjust SME rules, delivering EUR 350 million in cost savings. The extra capacity will back higher-risk equity, debt and guarantees for Clean Industrial Deal priorities (i.e. clean-tech manufacturing, grids and energy infrastructure, clean mobility, and recycling) including a Clean Tech Guarantee Facility via the EIB Group.
New IPCEIs
New IPCEIs will reinforce Europe’s strategic capabilities in AI and computing through two coordinated projects: one advancing beyond-state-of-the-art research and first industrial deployment of federated, distributed AI services; the other building large-scale computing infrastructure and services. These initiatives complement national efforts, use public-private partnerships, and fast-track innovation and deployment across the digital stack. To speed delivery, the Commission will establish a support hub to accelerate design and launch, and work with the EIB to create a one-stop shop for grant preparation and financial structuring. The approach will also back IPCEIs in circular advanced materials for clean technologies and strengthen decarbonisation.
Sovereignty Seals (STEP)
To amplify the Innovation Fund’s impact, the Commission will mobilise additional financing for projects awarded a STEP Sovereignty Seal by creating stronger synergies between EU instruments and Member-State schemes. It will align funding criteria between the Innovation Fund and national support to speed State-aid decisions for STEP-labelled projects and encourage governments to commit co-financing, maximising deployment across EU regions. The STEP seal will function as a streamlined fast lane for bankable industrial decarbonisation and clean-tech investments, improving predictability, reducing transaction costs, and crowding in private capital through de-risking, while safeguarding competition and cohesion across the Single Market.
TechEU Investment Programme
Planned for 2026.The Commission, together with the EIB Group and private investors, will deploy TechEU to close Europe’s late-stage financing gap for disruptive innovators, using debt, equity and quasi-equity delivered directly and via financial intermediaries. It targets scale-ups in AI, clean tech, critical raw materials, energy storage, quantum, semiconductors, life sciences and neurotechnology, complementing InvestEU and the Clean Industrial Deal. TechEU will also support exit pathways and late-growth rounds, and anchor a deeper pan-European market through ETCI 2.0 to crowd-in institutional capital. The programme aims to build industrial capacity, de-risk strategic projects and mobilise significant private investment at scale.
Affordable Housing Plan
Planned for Q1 2026.The plan will deliver EU-level support to help national, regional and local authorities provide affordable, sustainable homes, while respecting subsidiarity. It addresses supply–demand imbalances, high building costs, permitting bottlenecks and skills shortages that drive up prices. Measures will mobilise investment (including an EIB platform), allow more cohesion funding for housing, adapt State-aid rules, and link renovations to the Social Climate Fund. The plan will accelerate permitting and procurement, improve rental-market functioning, and provide technical assistance so projects can scale quickly and fairly across regions and cities.
European Fair Transition Observatory
Planned for Q1 2026.The Commission will set up an EU-wide Observatory to hard-wire fairness into the clean transition. It will develop standardised indicators, collect best practices and enable data sharing to track impacts on employment, quality jobs, job-to-job transitions, reskilling, investment needs, social protection and access to essential services. It will anchor transparent dialogue with social partners, regions, cities and civil society, and feed reforms to improve delivery of the Just Transition Fund and inform future instruments under the next MFF. Complementary action includes a European Affordable Housing Plan to ease workforce mobility in metropolitan areas.
Quality Jobs Roadmap
Planned for Q4 2026.Developed with EU social partners in 2025, the Quality Jobs Roadmap will set a coherent EU strategy to raise job quality alongside competitiveness. It will back fair wages, high health-and-safety standards, decent working conditions, work-life balance, gender equality and wider collective bargaining; strengthen enforcement of work-related rights; and support access to training and fair job-to-job transitions, drawing on the European Pillar of Social Rights. It will align with the Competitiveness Compass, Union of Skills and the Clean Industrial Deal so decarbonisation creates attractive jobs and regional cohesion, and may announce targeted legislative and non-legislative actions with robust monitoring and evaluation.
Skills Portability Initiative
Planned for Q3 2026.The initiative will remove barriers to cross-border work by making skills and qualifications usable across the Single Market. It will consider a legislative proposal to ease mobility and promote common EU formats for interoperable digital credentials, building on EQF, Europass and ESCO. Recognition in regulated professions will be expanded and modernised using digital tools, while simpler common rules will be explored to recognise third-country nationals’ skills. In parallel, the EU will develop a framework for automatic recognition of qualifications and learning periods in school, VET and higher education, and examine accession to the Lisbon Recognition Convention.
28th Regime
Planned for Q1 2026.It will create an optional, EU-wide corporate framework—digital by default—to let innovative firms set up, operate, and raise capital seamlessly across borders. The proposal may rely on TFEU Article 352 or a harmonised national form via Articles 50/114, with a progressive, modular design. It targets 48-hour incorporation and “once-only” data sharing via BRIS, EUID, and an EU Company Certificate, leveraging the European Business Wallet. Investment-friendly options under consideration include simpler capital increases, flexible share classes, and standard private-equity terms. Complementing the European Innovation Act, it cuts failure costs, fragmentation, and compliance burdens.
Circular Economy Act
Planned for Q3 2026.The Act will create a true Single Market for waste and secondary raw materials, boosting supply and demand for quality recyclates at competitive prices. It will harmonise end-of-waste criteria, simplify and expand extended producer responsibility (including a one-stop producer registry), and revise e-waste rules to recover critical materials, while aligning with the Ecodesign for Sustainable Products framework. Public procurement criteria, incentives for scrap use, and digitalised demolition permits will accelerate circular design and recycling. Strong enforcement—including for e-commerce channels—will ensure compliance.
Horizontal Merger Control Guidelines
Planned for Q4 2027.The Commission will modernise the Horizontal and Non-Horizontal Merger Guidelines to reflect dynamic, innovation-driven competition and Europe’s strategic needs. The review will better weigh innovation, resilience, investment intensity in strategic sectors; recognise supply-chain security and scale economies where relevant; and clarify treatment of ecosystem and data-driven effects. The update will codify recent case law and practice, streamline evidence standards, and provide faster procedures, including clearer safe harbours and remedies guidance. While preserving a level playing field, the revised approach will align merger control with the competitiveness agenda, closing the innovation gap, enabling efficient European scale, and supporting decarbonisation.
Public Procurement Reform
Planned for Q2 2026.The Commission will overhaul the EU procurement framework to make public spending a strategic lever for competitiveness, security and innovation. The revision will enable sustainability, resilience and European-preference criteria in strategic sectors, while staying consistent with EU and international commitments. It will simplify and digitise procedures, embed once-only data reuse, curb overspecification, and promote innovation-friendly tools (e.g. outcome-based/R&D purchases, clearer IP clauses). Rules will be consolidated across legislation to ease use by all administrations and open tenders to startups and SMEs. Defence and security procurement will be modernised and cross-border aggregation strengthened to create lead markets and scale.
Foreign Investment Screening (FIS) Revision
The FIS revision will harden Europe’s economic security while keeping the EU open to investment. It requires every Member State to run a pre-closing screening regime and aligns scope, timelines and information via a single EU cooperation channel. Coverage extends to intra-EU deals made through EU subsidiaries controlled by non-EU parents, closing circumvention gaps. Notifications will focus on targets in Annex II high-risk areas and on projects/programmes of Union interest (Annex I). The system streamlines multi-country cases, preserves national decision-making, and ensures coherence with the EU Merger Regulation (Art. 21(4)), the Foreign Subsidies Regulation, NIS2 and the CER Directive. A 15-month transition, annual reporting and secure IT tools underpin implementation.
Foreign Subsidies Regulation (FSR) Guidelines
Planned for January 2026.The Commission will adopt the guidelines to clarify core concepts (e.g. how distortive effects will be assessed, how any benefits are balanced, and when the Commission may call in below-threshold mergers that threaten a level playing field). Enforcement will be more proactive, with ex officio investigations targeted at strategic sectors to deter subsidy-fuelled distortions before they scale. In parallel, the EU’s defensive toolbox will be tightened: the Commission stands ready to adjust tariffs within WTO-bound ceilings (including for environmental protection), use trade-defence instruments faster (shorter timelines, greater ex officio use), and explore further reforms of the TDI rulebook, ensuring open markets are matched by firm action against unfair subsidisation.
Announced — not yet in mastersheet (13)
Action Plan on Affordable Energy Q1 2025
No initiative recordEIB pilot offering financial guarantees for PPA off takers, with a focus on SMEs and energy-intensive industry Q2 2025
No initiative recordRecommendation on network charges Q2 2025
No initiative recordEstablish a low-carbon product label
No initiative recordApply sustainability, resilience and minimum EU content requirement in public and private procurement in strategic sectors to ensure lead markets for low-carbon products Q4 2025
No initiative recordIPCEI Design Support Hub 2025
No initiative recordRecommendation to Member States to adopt tax incentives to support the Clean Industrial Deal Q2 2025
No initiative recordPilot auction under the Innovation Fund 2025
No initiative recordFirst list of Strategic Projects under the Critical Raw Materials Act Q1 2025
No initiative recordEU Critical Raw Materials Centre for joint purchases and management of strategic stockpiles Q4 2026
No initiative recordLaunch negotiations for the first Clean Trade and Investment Partnership Q1 2025
No initiative recordTrans-mediterranean Energy and Clean tech cooperation initiative Q4 2025
No initiative recordUnion of Skills Q1 2025
No initiative record