For the first time since 2019, EU gas imports in 2025 structurally increased compared to the previous year - and this increase is essentially covered by US LNG.

See how Europe is concluding 2025 with updated data from @bruegel.org European gas imports tracker for week 50, 2025. www.bruegel.org/dataset/euro...

One question on #GridsPackage would be: Do all highways follow the North Star? [here, what it is about www.euractiv.com/news/brussels-pitches-north-star-for-eu-power-grid-planning-to-rein-in-electricity-prices/ by @nkurmayer.bsky.social ]

Poland secured the right to provide state aid to its first nuclear power plant: - equity injection of 30% of project cost - 100% state guarantees - and a guaranteed price of 120€/MWh ec.europa.eu/commission/p...

Very interesting project by @bruegel.org here. Remarkable differences still in market value across Europe.

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.

✨ NEW DATASET: EU renewables value tracker 📊 This new tracker quantifies and visualises the economic value of EU variable renewable energy sources. 🖊️ Compiled by @mariejuge.bsky.social, @aroth.bsky.social and @gzachmann.bsky.social 🔗 Explore the dataset here: buff.ly/g2rTPT3 #EconSky

My positive read of yesterday’s agreement: by handing control 🔑 of Russian gas to Brussels, we prevent member states from being played against each other ... also in the future. youtu.be/eXF3EkzHy0A?...

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...

My positive read of yesterday’s agreement: by handing control 🔑 of Russian gas to Brussels, we prevent member states from being played against each other ... also in the future. youtu.be/eXF3EkzHy0A?...

My quick take on last night's agreement by Council and Parliament on phasing out Russian gas. [let's hope I did not miss any big loophole]: www.consilium.europa.eu/en/press/pre...

As reported in DER SPIEGEL my GreenDealUkraїna colleagues prepared a briefing on the state of the Ukrainian energy system ahead of the winter, based on publicly available sources. The situation has rapidly deteriorated, but it isn’t beyond saving. www.linkedin.com/posts/green-...

As reported in DER SPIEGEL my GreenDealUkraїna colleagues prepared a briefing on the state of the Ukrainian energy system ahead of the winter, based on publicly available sources. The situation has rapidly deteriorated, but it isn’t beyond saving. www.linkedin.com/posts/green-...

My highlights from our new Capacity Mechanism - Policy Brief. www.linkedin.com/pulse/new-br...

The importance of the internal electricity market to balance the German electricity system is increasing fast. When demand is high and/or wind & solar generation low (i.e., residual demand is high) Germany imports. When wind & solar generation is high and/or demand low Germany exports.

My highlights from our new Capacity Mechanism - Policy Brief. www.linkedin.com/pulse/new-br...

Let’s hope megaphone diplomacy is used to persuade, not to assign blame.

📎 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...

💡 The case for delaying the application of the EU’s carbon border levy to electricity 🔌 Will applying CBAM to electricity do more harm than good to Europe's climate goals? 🖊️ @bmcwilliams.bsky.social, Rouven Stubbe and @gzachmann.bsky.social 🔗 buff.ly/azoHSOG #EconSky

🏭 How can carbon credits work better? 🎙️In this episode of The Sound of Economics, host Rebecca Christie sits down with Georg Zachmann and Jos Delbeke to discuss how Europe can use its ambitious climate targets to best catalyse global decarbonisation. Listen here: www.bruegel.org/podcast/how-...

In a new @bruegel.org policy brief, Monika Morawiecka, Pär Holmberg, Fabien Roques, @gzachmann.bsky.social and I analyse these weaknesses and their implications for European resource adequacy: www.bruegel.org/policy-brief...

⚡ Europe’s electricity capacity mechanisms need to be better coordinated 🤝 How can the EU build consensus for greater cross-border coordination? 🖊️ By Pär Holmberg, @maurerchr.christophmaurer.de, Monika Morawiecka, Fabien Roques and @gzachmann.bsky.social 🔗 buff.ly/thcJkkR #EconSky

President Zelenskyy announced to overhaul the governance of state-owned energy companies. In a GDU piece published this week, Mattia and Inna Nelles analysed the status and weaknesses of Energoatom's governance - especially large nuclear construction projects. greendealukraina.org/products/ana...

Daniel Gros argues in Der Standard, that in the rare earth war between China and the US, the US has the upper hand. www.derstandard.at/story/300000...

Ukraine’s top anti-corruption authorities searched properties linked to government officials and a former business partner of President Zelenskyy as part of a sweeping investigation into alleged graft in the country’s energy sector. w/ @fabricedeprez.bsky.social www.ft.com/content/ac5c...

🚆See you in Brussels! 📅14 November 2025, 09:00-17:00 CET As part of Bruegel’s 20th anniversary celebrations, we organise an event Friday on "Europe’s energy future: balancing climate goals and competitiveness", in collaboration with the National Bank of Belgium. Register here: buff.ly/ZhpjMIG

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...