•  
  •  
 

ORCID

Annika Stöhr – 0000-0001-5084-1383

Oliver Budzinski – 0000-0003-4096-072X

Keywords

competition policy, state-owned enterprises, merger control, foreign subsidies, EU competition law

Abstract

State-owned firms from third countries play an increasingly significant role in international mergers and acquisitions, raising concerns about distortions of competition. These distortions arise from state-backed financial advantages, preferential treatment, and industrial policy objectives, potentially undermining market competition. This paper categorises different forms of competitive distortions, focusing on acquisitions financed by foreign state resources. Through an analysis of German and EU merger control cases (2012-2023), we assess the extent of this phenomenon and the treatment of such transactions by the respective competition authorities. While direct state involvement remains rare, it is prevalent in strategic industries such as energy and transport. We discuss potential policy responses, including expanded notification requirements, revised theories of harm, and stricter intervention criteria. However, we caution against excessive regulatory overreach that could lead to protectionist distortions. Our findings advocate for a nuanced approach to merger control that ensures competitive neutrality while safeguarding against state-driven market distortions.

Acknowledgements

Funding

This article received no funding.

Declaration of Conflict of Interests

The authors declared no potential conflicts of interest with respect to the research, authorship and publication of this article.

Declaration about the scope of AI utilization

The authors declared using AI tools in the preparation of this article.

We would like to thank two anonymous reviewers and the discussants at the ECONtribute LawEcon Workshop at the University of Bonn (January 2025) for their valuable comments and suggestions on an earlier version of this paper.

First Page

187

Last Page

222

Page Count

36

Received Date

28.03.2025

Accepted Date

04.08.2025

DOI

10.7172/1689-9024.YARS.2025.18.31.9

JEL Code

K21, L40, L44, L50

Publisher

University of Warsaw

Share

COinS