Industrial Policy & Trade Monitor· 2663 actions· ✨ 89 recent

The European Commission approved a Hungarian horizontal state-aid framework scheme of approximately EUR 2.36 billion (HUF 920 billion equivalent) under Section 2.8 of the EU Temporary Crisis and Transition Framework (TCTF, adopted 9 March 2023) to support accelerated investments in strategic net-zero sectors: batteries, solar panels, wind turbines, heat pumps, electrolysers, CCS equipment, key components for each, and the production or recovery of related critical raw materials. Aid is provided in the form of direct grants, tax advantages, and refundable advances; all aid must be granted before 31 December 2025. The scheme is the principal state-aid architecture through which Hungary has channelled Chinese and Korean battery/EV-supply- chain FDI into its emerging Debrecen–Szeged–Göd-Nyíregyháza industrial cluster, and is the parent umbrella under which individual large-scale aid decisions for CATL Debrecen, BYD Szeged, EVE Power Debrecen, Samsung SDI Göd, Sunwoda Nyíregyháza, and EcoPro BM have been or will be assessed.

China's Ministry of Commerce and General Administration of Customs jointly announced an export licensing regime covering eight gallium-related items (including gallium metal, gallium arsenide, gallium nitride wafers and ingots) and six germanium- related items (including germanium metal, germanium oxide, germanium tetrachloride). Effective 1 August 2023, exporters must obtain a dual-use-item licence from MOFCOM citing the end-user and end-use, with licences granted at MOFCOM's discretion. The measure was framed as protecting national security and interests, though the timing immediately followed the Dutch ASML DUV controls and US chip-equipment escalations.

Loi n° 2023-973 du 23 octobre 2023 relative à l'industrie verte (the Green Industry Law) is France's first comprehensive industrial-policy framework since France 2030 (2021). Published in the Journal officiel on 24 October 2023, it pursues three objectives: (i) accelerate the siting of strategic industrial projects on French territory, (ii) channel public procurement toward "virtuous" companies, and (iii) mobilise private savings for green-industrial CapEx. Its centrepiece is the new "Projet d'intérêt national majeur" (PINM) status, an exceptional procedure that fast-tracks urban planning, environmental permitting, and grid connection for projects deemed strategic for ecological transition or national sovereignty (gigafactories, hydrogen electrolysers, advanced semiconductor fabs). The law also creates the Plan d'épargne avenir climat (PEAC), a long-duration retail savings product reserved for under-21s and earmarked for European green-industrial financing, and codifies a 2023-2030 national green-industry strategy.

On 4 January 2023 the Union Cabinet of India, chaired by Prime Minister Narendra Modi, approved the National Green Hydrogen Mission with an initial financial outlay of ₹19,744 crore (≈USD 2.3 bn) covering FY2023-24 through FY2029-30. The bulk of the outlay — ₹17,490 crore — funds the Strategic Interventions for Green Hydrogen Transition (SIGHT) programme for electrolyser-manufacturing incentives and green-hydrogen production incentives. ₹1,466 crore is allocated to pilot projects (steel, mobility, shipping, ports, decentralised hydrogen), ₹400 crore to R&D, and ₹388 crore to other Mission components (skilling, regulatory framework, certification). The Ministry of New and Renewable Energy (MNRE) is the lead implementing agency. Headline targets by 2030: at least 5 MMT/year of domestic green-hydrogen production capacity, with ≈125 GW of associated additional renewable- energy capacity, mobilisation of >₹8 lakh crore (≈USD 100 bn) of total investment, creation of >600,000 jobs, and avoidance of ≈50 MMT/year of CO₂ emissions. The Mission is positioned as the supply-chain underpinning for India's hard-to-abate decarbonisation (refining, fertilisers, steel) and as the basis for a green-hydrogen export industry leveraging India's low-cost solar resource. MNRE notified the SIGHT scheme guidelines on 28 June 2023, splitting the programme into Component I (Electrolyser Manufacturing Incentive, ₹4,440 crore) and Component II (Green Hydrogen Production Incentive, ₹13,050 crore for Mode-1; subsequent Mode-2A and Mode-2B tranches added for sector-specific tenders). Solar Energy Corporation of India (SECI) is the implementing agency for both components and runs the competitive reverse-auction tenders.