Ex post, it seems not surprising traders were not as keen to fill EU gas storages this year (orange) as much as last year (blue). Gas gas prices are lower now, than anytime earlier this year.

It would be fascinating to see a causal study showing whether ancient shipbuilding adapted its design (shorter timbers) and sourcing (more distant origins of high quality timbers) in response to the “Mediterranean wood crisis.” A great case to illustrate substitution effects in critical materials.

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...

According to the Telegraph, the UK Treasury plans to introduce a special per-mile tax for electric vehicles from 2028. While making EVs 'also' contribute to roads seems sensible, electricity is already taxed and gasoline taxes internalise climate, pollution, noise & imp_dependency externalities.

Integrating Ukraine into the EU electricity market is key for the development of the UA elec sector & also beneficial for the EU. A lot of technical progress has been made - yet more regulatory progress needed. In our new report we discuss crucial next steps: greendealukraina.org/products/ana...

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

GDUkraine Figure: CBAM - 2/3 of Ukraine’s total exports go to EU - ~15% of those might fall under CBAM, thereof: * Iron&steel dominate * Fertilizer exports, once modest, have ceased entirely * Alu & cement exports' share slightly up * Electricity exports volatile www.linkedin.com/posts/green-...

We updated our assessment of the debt situation in the Ukrainian energy sector (now also partially cover heat and gas): greendealukraina.org/products/ana...

The introduction of Locational Price Signals in the European power market could lead to system savings of € 26-61 bn EACH YEAR by 2040. New JRC study: publications.jrc.ec.europa.eu/repository/h...

European Gas Market update Week 41 @bruegel.org: -increasing record seasonal LNG imports levels www.bruegel.org/dataset/euro...

PyPSA v1.0 is officially here - 10 years and 2 days since the first git commit. This milestone release brings major new features, completely new documentation, and a fresh landing page - congratulations to all the PyPSA team! 🎉 🔗 New Documentation: docs.pypsa.org 🔗 New Landing Page: pypsa.org

Ukraine’s gas system has experienced a series of major attacks over the past week. According to Bloomberg, 60% of gas production capacities were disabled. If the situation with ~50% lower production continues in Oct-Dec25 (at last year's consumt&import), gas storage would be depleted by March 2026.

Today in Kyiv: National University Kyiv Mohyla Academy and GreenDealUkraina jointly unveiling their plans to create a joint Energy and Climate Lab.

As LLMs "learnt " that in East-Germany statistics/assessments are often worse than in the West, they automatically assume this to be the case in other areas, amplifying negative stereotypes. Case in point, many models claim that body temperature is lower in the East. www.heise.de/news/Forschu...

NEW: GLOBAL RENEWABLES OVERTAKES COAL How the heck did that happen so quickly?!...🧵

Electricity prices are up 38% over the last five years, and are re-accelerating this year A trade regime that tariffs the wires, transformers, batteries, & other capital goods necessary to meet growing electricity demand is just going to exacerbate our power cost problem

Italy has led in prime minister turnover for most of the past three decades. At the moment it’s tied with both on their 18th new PM since 1990 - but soon France is about to take the lead, the first time since 2000. ChatGPT figure based on Wikipedia (let me know if you spot some hallucinations)

NATO Resources Office has just allocated Zt60mn for planning and design of extending the Central Europe Pipeline System for fuels to Poland - the 300 km link should cost $5.5 billion acc. to Reuters: www.reuters.com/business/ene... I saw little discussion on this in Germany.

GDU Figure of the Week After 2022 Ukraine often relied on electricity imports. But this summer, Ukraine, once again became a structural exporter. And last month, Ukraine's exports even exceeded pre-invasion levels. www.linkedin.com/posts/green-... thx to R.Stubbe

EU annual coal imports are about 10x larger than the aggregate of the key critical raw materials tabled by Eurostat (on this nice page: ec.europa.eu/eurostat/sta...)

EU oil and oil product imports from Russia. - Direct imports from Russia dropped drastically (now 2% of crude oil and oil products) - Imports from TUR/IND/CHN represented 1.8% in 2021 and reached a peak of 4.4% in 2024, to fall to 3.5% in the first seven month of 2025. ...

EU oil and oil product imports from Russia. - Direct imports from Russia dropped drastically (now 2% of crude oil and oil products) - Imports from TUR/IND/CHN represented 1.8% in 2021 and reached a peak of 4.4% in 2024, to fall to 3.5% in the first seven month of 2025. ...

Just Published: The discussion on international flexibilities in EU climate targets is picking up. This strawman proposal should help to identify options and weak points when trying to design a robust architecture. degruyterbrill.com/document/doi...

Aujourd’hui dans Le Monde, mon commentaire sur l’Europe et le défi de la compétitivité. www.lemonde.fr/idees/articl...

Bruegel Gas Tracker Update by @keliauskaite.bsky.social - record seasonal LNG import - storage level still below 2022/2023/2024 values in mid-September www.bruegel.org/dataset/euro...

The interconnected EU electricity system is a breeding ground for acronyms and overlapping regional institutions

JOB POSTING 💼 As we keep expanding our work on energy, climate and clean tech, we at Bruegel - Improving economic policy are now searching for a climate economist to complement our team. Please share/apply! www.bruegel.org/careers/clim...

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

European gas imports @bruegel.org: -weekly gas imports decreased driven by lower NO flows (maintenance); -LNG volumes remain at the highest seasonal levels; -LNG regas >90% in PL, NL and LT; -Reverse gas flows to UA remain high; -Gas storage: 81% in EU, 24% in UA. www.bruegel.org/dataset/euro...

Elsevier has dismissed Richard Tol as editor of the highly successful "Energy Economics". His account of the alleged and the actual reasons casts an even darker shadow over the academic publishing business.

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

Assessment of German electricity demand was published today - arguably commissioned by the Ministry to justify reducing the speed of RES/grid invest. It's a meta-study showing the wide range of existing projections. www.bundeswirtschaftsministerium.de/Redaktion/DE... h/t @mkreutzfeldt.bsky.social

The Bruegel natural gas imports tracker is back from its summer break - just as relaxed as the market itself.

After a suspected arson-attack on two distribution-grid pylons in Southeast Berlin this morning, ~43000 households were/are without electricity, including our GreenDealUkraina offices. www.bloomberg.com/news/article...

Italy has led in prime minister turnover for most of the past three decades. At the moment it’s tied with both on their 18th new PM since 1990 - but soon France is about to take the lead, the first time since 2000. ChatGPT figure based on Wikipedia (let me know if you spot some hallucinations)

According to Eurostat*, the EU imports energy products worth around €30 billion per month → approximately €360 billion per year. Over three years, the planned $750 billion in energy imports from the US would therefore amount to about 60% of €1,080 billion. 1/5

Heute ist die Plan B Studie zur Energiewende von Frontier für @dihk.bsky.social erschienen. Die @faznet.bsky.social hatte schon vor einigen Tagen über die dortigen Aussagen zu Netzkosten berichtet. www.faz.net/aktuell/wirt... Hier noch meine Gedanken dazu

Today - at the 20th anniversary Annual Meeting of Bruegel - my colleagues launch the European Clean Tech Tracker. It provides an overview of the development of key clean tech sectors in the member states. Take the time to explore a bit! european-clean-tech-tracker.bruegel.org/geography

So far, the market is sceptical that the Power of Siberia 2 announcement is good news for Gazprom.

⚡ Bruegel Annual Meetings | Developing an EU electricity union for competitiveness and security 📅 3 September | 17:00-18:00 CET 🗣️ @gzachmann.bsky.social, Elena Giannakopoulou (PPC Group), Monika Morawiecka @regassistproj.bsky.social, Anna Stürgkh @europarl.europa.eu 🔗 buff.ly/sMtqB2e

Today's FR-DE Econ Agenda incl 3 points on electricity I found noteworthy: 1-FR-DE-PL study on network development 2-Vague language on moving from RES-target to clean-electricity target (possibly accommodate nuclear H2) 3-Work together on capacity mechanisms www.bundesregierung.de/resource/blo...

Merz & Macron just finished press conference for the Franco-German council of ministers. Good vibes between the two, but nothing new on EU energy policy. On EU funds for French nuclear plants, Merz admitted that DE position is unclear - CDU/CSU open; SPD sceptical. www.youtube.com/watch?v=O61u...

⚡ Bruegel Annual Meetings | Developing an EU electricity union for competitiveness and security 📅 3 September | 17:00-18:00 CET 🗣️ @gzachmann.bsky.social, Elena Giannakopoulou (PPC Group), Monika Morawiecka @regassistproj.bsky.social, Anna Stürgkh @europarl.europa.eu 🔗 buff.ly/sMtqB2e

I see this as a brutal message aimed at deterring supporters from coming to Kyiv.

During the first half of 2025 Russian electricity production (that was increasing since the start of the full-scale war against Ukraine) fell by more than 2% below the production in the first half of 2024.

I liked how @rebeccawire.bsky.social had @jasonfurman.bsky.social & @jzettelmeyer.bsky.social zoom out of the day-to-day noise & provide their bigger picture (Jeromin: DE&FR need to push econ reform, as the EC failed; Jason: US trade deal might ultimately benefit EU): audioboom.com/posts/876860...

The arrival of generic semaglutide from 2025 is a huge opportunity for global public health. In a piece co-written with @petersinger.bsky.social, we explain further. open.substack.com/pub/overmatt...

GDU Figure of the Week: More than 30% of Ukrainian households have district heating (EU:12%). This is driven by urban population centres, such as Kyiv (99%) and Donetsk (41%). Rural regions such as Zakarpattia show much less reliance on district heating. www.linkedin.com/posts/green-...

🚢 In July 2025, Russia exported 25.3 mn tonnes of oil by sea 💡 Over half of these oil exports were transported on G7+ tankers, a 2% percentage point drop compared to June ⚠️ ‘Shadow’ tanker use for crude oil fell from 83% in January to 58% in July

Our new GDU study on CBAM impact on Ukraine picked up by interfax Ukraine: en.interfax.com.ua/news/economi...