La apuesta europea por la política industrial

  1. Rafael Myro 1
  2. Rosario Gandoy 2
  1. 1 Universidad Complutense de Madrid
    info

    Universidad Complutense de Madrid

    Madrid, España

    ROR 02p0gd045

  2. 2 Universidad de Castilla-La Mancha.
Revista:
Información Comercial Española, ICE: Revista de economía

ISSN: 0019-977X

Año de publicación: 2023

Título del ejemplar: Autonomía estratégica

Número: 930

Páginas: 97-120

Tipo: Artículo

DOI: 10.32796/ICE.2023.930.7569 DIALNET GOOGLE SCHOLAR lock_openAcceso abierto editor

Otras publicaciones en: Información Comercial Española, ICE: Revista de economía

Resumen

En este artículo se analiza el desafío que supone la reindustrialización para los países de la UE, destacando sus exigencias e implicaciones. Asimismo, se explican las razones por las que no cabe esperar que la relocalización de empresas motivada por el incremento de los riesgos medioambientales, sanitarios o geopolíticos pueda contribuir de forma significativa a ese fin. Como consecuencia, se destaca el nuevo e importante papel que debe otorgarse a la política industrial, en un marco de reforzamiento de los recursos y capacidades de las Administraciones públicas y de intensa cooperación público-privada. Se señalan, así mismo, sus principales objetivos y se examinan aquellas parcelas claves que reclaman una mayor ambición y una mejor definición.

Referencias bibliográficas

  • Acemoglu, D., Aghion, P., & Zilibotti, F. (2006). Distance to frontier, selection and economic growth. Journal of European Economic Association, 4(1), 37-74.
  • Acemoglu, D., Autor, D. H., Dorn, D., Hanson, G. H., & Price, B. (2014). Import competition and the great US employment sag of 2000s (NBER Working Paper No. 20395). National Bureau of Economic Research.
  • Aghion, P., Antonin, C. y Bunel, S. (2021). El poder de la destrucción creativa. ¿Qué impulsa el crecimiento económico? Deusto.
  • Álvarez-López, M.ª E., Myro, R. y Serrano, J. (2020). Complejidad económica de las exportaciones españolas. Información Comercial Española (ICE), Revista de Economía, 913, 125-139. http://www.revistasice.com/index.php/ICE/article/ view/6985/7007 o https://doi.org/10.32796/ice.2020.913.6985
  • Antràs, P. (2020). De-globalisation? Global value chains in the post-COVID-19 age (NBER Working Paper No. 28115). National Bureau of Economic Research.
  • Autor, D. H., Dorn, D., & Hanson, G. H. (2013). The China syndrome: local labor market effect of import competition in the United States. American Economic Review, 103(6), 2121-2168.
  • Bahar, D. (2018). The middle productivity trap: dynamics of productivity dispersion. Economics Letters, 167, 60-66. https://www.sciencedirect.com/science/article/abs/pii/ S0165176518300843
  • Baldwin, R., & Freeman, R. (2021). Risks and global supply chains: what we know and what we need to know (NBER Working Paper No. 29444). National Bureau of Economic Research.
  • Baldwin, R., & López-González, J. (2015). Supply-chain Trade: A Portrait of Global Patterns and Several Testable Hypotheses. The World Economy, 38(11), 1682-1721. https://doi.org/10.1111/twec.12189
  • Bauer, M. (2022). The Impacts of EU Strategy Autonomy Policies – A Primer for Member States (ECIPE Policy Brief No. 9/2022). European Centre for International Political Economy.
  • Blázquez, L., Díaz-Mora, C. y González-Díaz, B. (2020). The role of services content for manufacturing competitiveness: A network analysis. PloS ONE, 15(1), e0226411. http://doi. org/10.1371/journal.pone.0226411
  • Bonanno, F. (2021). An empirical analysis of the patterns of growth and convergence in the European Union since the introduction of the single currency [Tesis doctoral, Universidad Complutense de Madrid].
  • Brenton, P., Ferrantino, M. J., & Maliszewska, M. (2022). Reshaping Global Value Chains in Light of COVID-19: Implications for Trade and Poverty Reduction in Developing Countries. World Bank Group.
  • Canello, J., Buciuni, G., & Gereffi, G. (2022). Reshoring by small firms: dual sourcing strategies and local subcontracting in value chains. Cambridge Journal of Regions, Economy and Society, 15(2), 237-259.
  • Chernova, V. Y. (2020). Reshoring to the EU and the USA: problems, trends and prospects. RUDN Journal of Economics, 28(1), 160-171. https://doi.org/10.22363/2313- 2329-2020-28-1-160-171
  • Clyde Hufbauer, G., & Hogan, M. (2022). Chips Act will spur US production but not Foreclose China (PIIE Policy Brie No. 22-13). Peterson Institute for International Economics.
  • Copeland, D. C. (2022, August 23). When trade leads to war: China, Russia, and the limits of interdependence. Foreign Affairs.
  • Cornaggia, J., Mao, Y., Tian, X., & Wolfe, B. (2015). Does banking competition affect innovation? Journal of Financial Economics, 115(1), 189-209.
  • Council of the European Union. (2019). An EU Industrial Policy Strategy: a Vision for 2030 Council conclusions (adopted on 27/05/2019).
  • Cruz-Castro, L. y Sanz-Menéndez, L. (2021). La innovación en la política española. Papeles de Economía Española, 169, 15-35.
  • Dachs, B., Kinkel, S., Jäger, A., & Palčič, I. (2019). Backshoring of production activities in European manufacturing. Journal of Purchasing and Supply Management, 25(3), 100531. https:// doi.org/10.1016/j.pursup.2019.02.003
  • De Backer, K., Menon, C., Desnoyers-James, I., & Moussiegt, L. (2016). Reshoring: Myth or Reality? (OECD Science, Technology and Industry Policy Papers No. 27). Organisation for Economic Cooperation and Development. http://dx.doi. org/10.1787/5jm56frbm38s-en
  • Delgado, M., & Mills, K. G. (2018). A New Categorization of the US Economy: The Role of Supply Chain Industries in Innovation and Economic Performance (HBS Working Paper No. 18-068). Harvard Business School.
  • Di Stefano, E., Giovannetti, G., Mancini, M., Marvasi, E., & Vannelli, G. (2022). Reshoring and plant closures in Covid-19 times: Evidence from Italian MNEs. International Economics, 172, 255-277.
  • DiPippo, G., Mazzocco, I., Kennedy, S., & Goodman, M. P. (2022). Red Ink: Estimating Chinese Industrial Policy Spending in Comparative Perspective. Center for Strategic & International Studies (CSIS). May.
  • European Commission. (2022). A Chips Act for Europe. SWD(2022) 147 final. Commission Staff Working Document.
  • European Parliament. (2019a). Europe’s two trillion euro dividend. Mapping the Cost of Non-Europe, 2019-24. European Parliamentary Research Service (EPRS).
  • European Parliament. (2019b). EU industrial policy at the crossroads. Current state of affairs, Challenges and way forward. European Parliamentary Research Service (EPRS).
  • European Parliament. (2021). Post Covid-19 value chains: options for reshoring production back to Europe in a globalised economy. European Parliamentary, Policy Department for External Relations.
  • Fariñas, J. C., Martín Marcos, A. y Velázquez, F. J. (2015). La desindustrialización de España en el contexto europeo. Papeles de Economía Española, 144, 42-55, 197, 199- 200.
  • García Calvo, A. (2021). State firm coordination & upgrading. Reaching the Efficience Frontier in Skill-, Capital-, and Knowledge-Intensive Industries in Spain and South Korea. Oxford University Press.
  • García Herrero, A., & Ng, G. (2022). The latest US chip ban is a game change for Asia and the world. Natixis Corporate and Investment Banking.
  • García Martín, A. (2016). Creación y financiación de empresas innovadoras. En R. Myro (Dir.), Una nueva política industrial para España (pp. 75-88). Capítulo 5. Consejo Económico y Social de España.
  • Harrison, A., & Rodríguez-Clare, A. (2009). Trade, foreign investment and industrial policy for developing countries (NBER Working Paper No. 15261). National Bureau of Economic Research.
  • Karakas, C. (2018). Research and innovation in the EU. Evolution, achievements, challenges. European Parliamentary Research Service (EPRS).
  • Kinkel, S. (2020). Industry 4.0 and reshoring. In L. De Propis, & D. Bailey (Eds.), Industry 4.0 and Regional Transformations (pp. 195-213). Routledge.
  • Kinkel, S., Pegoraro, D., & Coates, R. (2020). Reshoring in the US and Europe. In L. De Propis, & D. Bailey (Eds.), Industry 4.0 and Regional Transformations (pp. 176-194). Routledge.
  • Krugman, P. (1997). Desarrollo, geografía y teoría económica. Antoni Bosch.
  • Lund, H. B., & Steen, M. (2020). Make at home or abroad? Manufacturing reshoring through a GPN lens: A Norwegian case study. Geoforum, 113, 154-164.
  • Maloney, W. F., & Nayyar, G. (2017). Industrial Policy, Information, and Government Capacity (TWB Policy Research Working Paper No. 8056). The World Bank.
  • Marin, D. (2020, February 6). Europe needs a DARPA. Project Syndicate.
  • Martínez-Mora, C., & Merino, F. (2021). Extending the offshoring literature to explain backshoring: An application to the Spanish footwear industry. Growth and Change, 52(3), 1230-1250.
  • Mazzucato, M. (2013). El Estado emprendedor. Mitos del sector público frente al privado. RBA.
  • Mazzucato, M. (2021). Misión economía. Una guía para cambiar el capitalismo. Taurus.
  • Merino, F., Di Stefano, C., & Fratocchi, L. (2021). Backshoring vs near-shoring: a comparative exploratory study in the footwear industry. Operations Management Research, 14(1), 17-37.
  • Myro, R. (Dir.). (2016). Una nueva política industrial para España. Consejo Económico y Social.
  • Myro, R. (2019). A policy for a new industrial revolution. Journal of Industrial and Business Economics, 46(3), 403-414.
  • Rodrik, D. (2004). Industrial policy for the twenty-first century. In One economics, many recipes. Globlalization, Institutions, and Economic Growth (pp. 99-151). Princeton University Press.
  • Scott, R. E. (2020, August 10). We can reshore manufacturing jobs, but Trump hasn´t done it. EPI Policy Center.
  • Teruel, M. (2021). Las start-ups como agentes disruptivos, retos y oportunidades. Papeles de Economía Española, 169, 91-103.
  • The White House. (2012). Blueprint for an American built to Last. Washington DC. https://obamawhitehouse.archives. gov/blueprint
  • The White House. (2021). Building resilient supply chains, revitalizing American manufacturing, and fostering broadbased growth.
  • Wade, R. (1990). Governing the Market: Economic theory and the role of Government in East Asian industrialization. Princeton University Press.
  • WTO. (2021). World Trade Report 2021: Economic resilience and trade.