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...

So, the German IES is not a big competitiveness threat. But is it perhaps still a good tool for other member states to introduce? The answer is, quite simply: No. Why? ➡️ They help climate (a little), but have limited benefits for the economy and resilience: (11/23)

📈 In 2022, as natural gas prices soared households rushed to buy heat pumps ✅ Good news for decarbonisation & energy security ⏩ Fast forward to 2024 and sales slowed A key metric to monitor - european-clean-tech-tracker.bruegel.org/technology/h... - ahead of ETS-2 introduction in 2027

Energy transitions don't happen everywhere all at once. They happen sector by sector, place by place. Pointing out that some sectors and places are not advancing yet does not negate that others have come a long way. Here are the Nordics - heat pump roll-out replaced fossil fuels reducing emissions.

Trump admin: Neoliberalism has failed. We must defend American workers by imposing much higher burdens on international trade International Maritime Organization: You will love our new fee scheme to encourage net-zero global shipping, then Trump: NOT LIKE THAT heatmap.news/climate-tech...

🇭🇺 Hungary leads European solar deployment In 2024, one-quarter of all electricity generation in Hungary came from solar. ⚡This has been a rapid transition. One decade ago, the solar share was 0%. european-clean-tech-tracker.bruegel.org/geography

🗣️ A pleasure chatting with @maxbergmann.bsky.social and @donatienneruy.bsky.social on the state of play for European climate policy.

🇪🇺 Last year the EU exported *€80 billion* clean tech products. The @bruegel.org European Clean Tech Tracker contains a dedicated trade section where you can break these flows down for yourself 👇 european-clean-tech-tracker.bruegel.org/overview/trade

The EU's Clean Industrial Deal hopes to marry competitiveness with decarbonisation. With @tagliapietra.bsky.social we outline 4 priorities over the next 12 months incl: 🔴 Public funding & ETS reform 🔴 Green lead markets including public procurement 🔴 International balance tinyurl.com/2fpdn83h

Italian lobbying to weaken emissions regulation in the automotive sector somewhat makes sense, but with booming EV exports (€54 billion last year) and a steadily growing domestic market, I find the German position harder to understand?

Electric vehicle registrations soar across Europe 🚗⚡️ 🆕 EV share of car registrations is 28% in August 2025 🥈 Second highest month on record Growth even more impressive in the UK reaching 38%. Interactive dataset here 👉 european-clean-tech-tracker.bruegel.org/technology/e...

🧑‍🤝‍🧑 Clean tech employment data are hard to estimate but crucial to understand. Thanks to work by @prognos.com we include them in our Tracker tinyurl.com/bdm3e96n 👉 One stand-out message. The EU mid-2010s tariffs on solar panels hurt employment. Solar jobs are in installation not manufacturing.

🔢 Europe’s Clean Industrial Deal: four priorities to fulfil its promise 💡 The CID has set the right priorities for Europe. Will Europe act fast to translate strategy into tangible impact? 🖊️ @bmcwilliams.bsky.social and @tagliapietra.bsky.social 🔗 buff.ly/XShFkCO #EconSky

EU imports of Chinese electric vehicles steady after tariffs 📈 From 2019 to 23 imports grew substantially 📆 Oct-24, EU passed tariffs on 🇨🇳 produced EVs 🚫 Imports have since steadied at 1/2 billion monthly 📊 Explore @bruegel.org dataset: european-clean-tech-tracker.bruegel.org/technology/e...

NEW: ACER says TSOs significantly underestimated likely benefits of a German bidding zone split www.euractiv.com/news/grid-op...

Great example of revenue from the EU's carbon price used to stimulate transition ✈️ At €75 per tonne, the following ten airlines will receive annual subsidies of between €3 and €20 million to support the purchase of sustainable aviation fuel 💰Total subsidy package of €1.5 billion

🇳🇱 A decade of Dutch electricity transformation Today, more than 50% of the ≈ 100 TWh generated in NL comes from clean sources 💨 + 28 TWh from wind ☀️ + 22 TWh from solar 🏭 - 28 TWh from coal & gas ⚖️ Exports have grown + 19 TWh european-clean-tech-tracker.bruegel.org/overview/dep...

Bruegel energy and climate team keeps growing! 🌿 This month, we welcomed Benjamin Bjerkan-Wade and Thomas Mramor as Research Assistants, Alexander Roth as Affiliate Fellow and Annabelle Weisser as Programme Officer. And we still look for another Affiliate Fellow: www.bruegel.org/careers/clim...

Germany stands head-and-shoulders above the rest of Europe when it comes to electric vehicle exports. In 2024, German EV exports were over €50 billion. Followed by 🇧🇪 Belgium at €14 billion 🇪🇸 Spain at €7 billion 🇸🇪 Sweden at €6 billion european-clean-tech-tracker.bruegel.org/geography

With @nieuws.nos.nl we discussed the impracticality of the €750 billion energy imports agreed between the EU and US. This is political signalling, not something that could realistically be achieved. nos.nl/artikel/2582...

Back from the summer break: @bruegel.org natural gas import data updates 👇

🇨🇳 Great new publication from @ember-energy.org full with data and insights on China's energy transition. ember-energy.org/latest-insig...

German exports of electric vehicles are booming. 💰 Reaching highs > €5bln monthly The continued political obsession over the internal combustion engine phase-out is weird. european-clean-tech-tracker.bruegel.org/technology/e...

The best take on Raynergate is @timleunig.bsky.social's: timleunig.substack.com/p/angela-ray...