Six years of negotiations and within six weeks of implementation calls are out to dismantle CBAM, namely by removing fertilisers. Agree with my colleagues that the Commission must resist this. www.bruegel.org/first-glance...

🇮🇹 Last week, the Italian government announced their intent to reimburse the carbon cost paid by gas-fired power plants. The motivation is clear - Italy has the largest gas share in power production across Europe. The risk is that this prolongs that dependence and reduces renewables investment.

European gas demand has grown steadily throughout this winter, main reason being lower prices increasing the attractiveness of burning gas for power.

European leaders are discussing how to encourage more investments into clean technology manufacturing facilities; and the rules that should be applied when such investments come from abroad. 🇭🇺 🇪🇸 Hungary and Spain today attract by far the most investment and have much at stake

One million Europeans are employed in clean tech value chains. Including batteries, bioenergy, geothermal, hydro, heat pumps, solar and wind. Jobs are doubled compared with 2010. The data are not available, but EV and nuclear jobs would push this even higher.

🏭 ‘Made with Europe’ not ‘Made in Europe’ should guide EU industrial policy 💡 Read the First Glance by Ignacio García Bercero, @bmcwilliams.bsky.social, @niclaspoitiers.bsky.social and @tagliapietra.bsky.social 🔗 www.bruegel.org/first-glance... #EconSky

🆕 Our argument for "Made with" and not "Made in Europe" to be at the centre of a new European clean industrial policy @tagliapietra.bsky.social @niclaspoitiers.bsky.social @bruegel.org www.bruegel.org/first-glance...

🚨No 2025 heat pump rebound in France. Very similar market to 2024. 🟰 After dropping 40% in 2024, sales of air-to-water heat pumps stayed roughly flat. The 2025 rebound seen in other countries, such as Germany, did not happen in Europe's (still?) leading heat pump market.

If you wonder how US & global trade responds to Trump's tariffs ... my colleagues @zsoltdarvas.bsky.social and Marie-Sophie Lappe have the dataset for you @bruegel.org Among many figures, I find striking that advanced economy trade as % of GDP is retreating back to COVID-19 levels

Looks like German manufacturing has turned the corner. www.destatis.de/EN/Press/202...

European natural gas demand bounced back slightly in December 2025. Low prices and a drop in wind led to more gas burned for power. Slight growth in industrial demand too. www.bruegel.org/dataset/euro...

The close of 2025 brings yet another EV registration record: almost one-in-four new cars sold in the EU were fully electric in December. End of year spikes are common as policies end and support schemes phase out. It will be interesting to see January data when available.

Regarding #Tesla: This is the development of Tesla's share in the German car market since 2023.

is there a good understanding of why German and French electricity prices have decoupled substantially since early 2024? using the great @ember-energy.org prices dataset - ember-energy.org/data/europea...

Earlier this month, the EUs carbon border adjustment mechanism finally began full operations. With @rebeccawire.bsky.social and Ignacio Garcia Bercero @bruegel.org we discussed what that means. When will companies start paying? Who will be hit the hardest? www.bruegel.org/podcast/all-...

A proposal to replace the UNFCCC focus from 1.5 C target to measuring "clean energy shift" - the delta between clean energy growth and energy demand growth. Countries would set and report on hitting such targets.

🆕 EU natural gas demand bounced back slightly as TTF prices fell < €30 / MWh toward the end of 2025. This repeats the pattern of winter 23/24. After summer months of demand ≈ 20% down on pre-crisis 2019-21 AVG, winter months are ≈ 10% down

Ember @ember-energy.org release their annual electricity review today, full of great facts and figures as always. The decoupling of midday solar prices from evening natural gas prices particularly stands out to me 👇 🔋Big incoming role for batteries. ember-energy.org/latest-insig...

NEW | Wind and solar generated more power than fossil fuels in the EU for the FIRST time ever. 🌪️ and ☀️ made up a RECORD 30% of 🇪🇺 electricity, up from 20% just five years ago. https://ember-energy.org/latest-insights/european-electricity-review-2026/

The unfortunate consequence of tariffs and the uncertainty they create is that Transatlantic trade is slowly disappearing. For clean tech products, EU - US exports have fallen by two-thirds this year while imports from the US are down by a half. european-clean-tech-tracker.bruegel.org/s/vREcWw

Struck by this graph from @nathanielbullard.com In the last month of 2025, a total 65 GWh capacity in batteries were connected in China. That is more than the sum of batteries connected ever in the EU (around 61 GWh)

This weekend, President UvdL travels to Paraguay to sign the long awaited EU-Mercosur trade deal. The EU is already a net exporter of clean tech products to the region, and this deal will lower tariffs (which were 35% for EVs). 🇧🇷 Clean tech net exports to Brazil alone are €50 mln monthly

Which economy is more productive - Germany or the US? It seems the answer would be clear, but it's not. The mood in Germany is so deeply negative, even aggressively pessimistic, that I thought we had fallen behind by a lot. But here are the facts - they surprised me as well:

It's happened again. European electric vehicle sales set a new monthly record, breaking 30% of total sales for the first time. German and French growth is steady, while a sharp jump in Italy coincides with new incentivi statali

And Venezuela primarily exports heavy-sour oil (dense & viscous; high in sulphur -> needing more complex refineries) - while it even has to import other oil grades and products. 4/5

A helpful note on the Automotive package, Technological neutrality is not the panacea some made it out to be. The regulation is only interested in driving CO2 limits down. Offsetting the emissions of a new ICE car sold in 2035 will inevitably be very expensive and only for the few.

🗨️ “Direct commodity imports consistently emerge as the most cost-effective strategy for most countries.” Another study points to the pressure for growth in green energy intermediate product trade. Energy-intensive processes move to sunny & windy places. www.sciencedirect.com/science/arti...

🆕 The EU boasts a solid industrial base for the manufacturing of both batteries and EVs, with €38 billion into EVs and €34 billion into batteries invested since 2017. We explore these investments in a new piece & argue that today's proposal to weaken 2035 CO2 limits is a policy blunder.

The European Commission proposes to take a more central role in planning new electricity grid infrastructure. This can make a lot of sense but as my colleague @aroth.bsky.social points out transparency is crucial. Continuing to use a private & closed-source model leaves the EC open to criticism

We @bruegel.org track > 250 investments into European battery and EV manufacturing - a key finding is the importance of FDI: 🇨🇳 One-third of all ongoing investment now comes from China 🇰🇷 Korean companies own four-fifths of operational battery capacity

We launched our @bruegel.org EU Renewables Value Tracker based on great work by @mariejuge.bsky.social & @aroth.bsky.social: www.bruegel.org/dataset/eu-renewables-value-track Five insights 🧵: 1) The value of additional solar plants in south-east Europe and particularly Italy is still very high.

EU reached a provisional agreement to ban RU gas, with LNG on 1 January 2027 and pipeline on 30 September 2027. See current gas imports at @bruegel.org European gas imports tracker: -Weekly RU gas via Turkstream at record seasonal levels -RU LNG in November increased www.bruegel.org/dataset/euro...

🆕 🏗️ We have launched the European Clean Investment Monitor 📝 tracks 390+ clean tech manufacturing investments worth €185 billion across Europe 🇭🇺 🇪🇸 HU and ES are attracting the largest investments in 2025 european-clean-tech-tracker.bruegel.org/investments/...

🔨 Whack-a-mole - EU imports of Chinese hybrid EVs. In 2024, the EU passed import tariffs on the import of Chinese electric vehicles. This covered pure battery cars but not plug-in hybrids. 📈 In recent months, PHEV imports from China are growing. european-clean-tech-tracker.bruegel.org

🚗 Fine margins, but the EU has again broken its monthly record for the share of new vehicle registrations that are electric. 29.4% in October 2025 up from 29.1% a month previously. 🇫🇷🇩🇪 strong growth in FR & DE an important driver european-clean-tech-tracker.bruegel.org/technology/e...

Considering structurally lower natural gas demand (≈ - 25%) storages are looking quite healthy for this time of year. ✔️ The result - TTF gas prices drop below €30 for the first time in a long time www.bruegel.org/dataset/euro...

📎 The case for delaying the application of the EU’s carbon border levy to electricity. We argue that the inclusion of electricity in CBAM creates more problems than it solves; ways should be found to exempt it @gzachmann.bsky.social and Rouven Stubbe @bruegel.org www.bruegel.org/analysis/cas...

🆕 〽️ A dramatic drop in monthly EU clean-tech exports to the US 🤝 This drop follows the trade deal signed by the EU and US in August which increases tariffs on EU exports Explore European trade in clean tech here - european-clean-tech-tracker.bruegel.org/overview/trade

Europe lives an housing affordability crisis. As argued by my colleague @keliauskaite.bsky.social, the EU can help tackle it by reducing energy costs, decarbonising buildings and adhering to climate goals. www.bruegel.org/analysis/sol...

The thing that amazes me most about this figure is not the progress that we made from the blue line "where we were going", but that everyone seems to be having heart failure that the IEA made a scenario where emissions are flat, instead of falling 20% in 25 years... www.axios.com/2025/11/13/c...

🌎 From Paris to Belém .. as European leaders head to COP this week it is worth taking a step back Europe's electricity system has transformed since 2015 with two-thirds generation now clean 👇 🚗 🏠 🏭 Electrification is the next big challenge european-clean-tech-tracker.bruegel.org/overview/dep...

🇵🇱 Polish electric vehicle growth is impressive Earlier this year, the Polish government passed a subsidy scheme of up to 40,000 zloty (€9,500 ish) for the purchase of new electric vehicles 📈 Pure BEV sales up from 2% to 10% & rapidly approaching EU average tinyurl.com/yj4kfydu

Historically high imports of American (US) LNG imports landed in the EU during October 2025 🔢 dataset updated as always by @keliauskaite.bsky.social www.bruegel.org/dataset/euro...

🆕 📆 September 2025 - EU sets new record for electric vehicle registrations 🔵 29% of newly registered vehicles were electric, previous record was 28% in August 2023 🇩🇰🇸🇪🇫🇮🇳🇱 are out in front 🇪🇸🇱🇻🇵🇱🇵🇹 are accelerating quickly european-clean-tech-tracker.bruegel.org/technology/e...

Australia to introduce power cuts... no, wait, free power for 3 hours a day, as the solar boom has reached its, what's the new word?, abundance phase. HT @volts.wtf www.abc.net.au/news/2025-11...

🔔 UPDATED: Russian foreign trade tracker ⛽ Fuel exports to Brazil dropped sharply due to refinery attacks & diesel export bans, but have been offset by crude exports to China/India. 🔗 www.bruegel.org/dataset/russ... 🖊️ Madalena Barata Da Rocha, @zsoltdarvas.bsky.social and Marie-Sophie Lappe

Rolling back clean energy policies to “save” European industry will backfire. It may seem attractive in the short term, but it’s poor industrial policy in the long run. Standing still on climate policy undermines competitiveness. Industry needs stability and long-term direction, not uncertainty.

Chinese automakers aren’t huge in Europe yet, but they’re rising fast: 🇨🇳 BYD holds a 1.22% market share across 31 European countries. 🇨🇳 MG (SAIC) follows with 2.3%. 1/2

Last year, the EU imported *€90 billion* in clean tech products. This compares to exports of €83 billion, meaning the EU currently runs a modest net import position. Data available with breakdowns per product category and trading partner 👇 european-clean-tech-tracker.bruegel.org/overview/trade

🇬🇧 A decade of UK electricity transformation 📉 A 110 TWh drop in fossil fuel output (equivalent to one-third 2014 demand) 🟢 50% met by growth in renewables 🔴 50% met by reduction in electricity demand european-clean-tech-tracker.bruegel.org/overview/dep...