Europe’s Energy Problem is Becoming an Industrial Problem
Europe’s energy crisis is becoming a structural competitiveness problem, raising questions about whether the EU can decarbonise without making European industry increasingly uncompetitive. Europe’s energy crisis is increasingly becoming a competitiveness problem, but the debate in Brussels is still largely framed as an energy-policy problem. The original causes of the crisis are well understood. The […]
Doubling the Electricity Use by 2040: EU’s New Electrification Action Plan
On 17 July 2026, the Commission proposed the Electrification Action Plan. The plan represents a package made to push Europe toward becoming what officials are calling the world’s first “electro-continent”. Primarily, it shows how Brussels wants to move industry and transport away from fossil fuels and towards the electricity grid. Overall, it is an ambitious […]
The Oil Front: Ukraine’s Drone Strategy Deepens Russia’s Domestic Crisis
Ukraine’s campaign against Russian energy infrastructure has emerged as one of the most strategically consequential dimensions of the war. While previous operations largely focused on military assets, Kyiv is now systematically targeting oil refineries, storage facilities, export terminals and logistics hubs that underpin Russia’s wartime economy. The objective extends beyond disrupting military operations; it seeks […]
Energy and Critical Raw Materials
For decades, Europe’s energy policy was a green energy-oriented mission focused on carbon reduction. Right now, that mission has evolved into a model of industrial realism for the purposes of European survival. The biggest strategic change is the shift from being clean to prioritising autonomy and independence from foreign actors. Brussels has stopped treating energy […]
Tariffs, Oil and Military Alliances: Geopolitical Heatwave Heralding Hot Summer
The first week of May has delivered several geopolitical shocks that once again show a shift in the global order and rising tensions between the United States and the European Union. On 1 May, the US President Donald Trump announced another escalation in trade policy, stating that the United States will increase tariffs on automobiles […]
Europe’s Critical Infrastructure – Explained
People tend to think of the energy transition as happening in the distant future, and a futuristic image of modern wind turbines and smart homes may come to mind. The reality is that our modern lives right now are supported by a foundation of vintage hardware, to say the least. Much of the critical infrastructure […]
Oil, Trade, European Union, and War in Iran – The Price of Black Gold
After a full month from the beginning of the war in the Middle East, the global economy is struggling with what the International Energy Agency has framed as the greatest energy security challenge in history. The military conflict involving Iran, which escalated sharply on 28 February, moved beyond a regional fighting into a systematic global […]
Transitioning Towards the European Green Future
Brief for the Renewable Energy Business The von der Leyen Commission took office in 2019 for a five-year term (2019-2024) with an ambitious set of goals for the European Union, amongst which the European Green Deal, to become a modern, resource-efficient economy. Described as the EU’s new growth strategy, the Green Deal aims to transform […]