We're heading for serious overcapacity in the battery market. Good news for automakers and EV buyers, but challenging times ahead for new entrants to the battery game.

More in my latest for BloombergNEF here:
bloomberg.com/news/newslette…

A simple word frequency analysis of NECP reports show that there is interesting insights to be gleamed from these reports, which should be explored further, argue Ben McWilliams and Georg Zachmann in this first glance

buff.ly/43ULOhm

.Bruegel EU27 gas import tracker:
-Norway and Russian LNG 2024 Q1 imports at highest levels since 2021
-Russian LNG March imports at the highest monthly level since 2019
-First time this year, EU and Ukrainian storage increased compared to week before
bruegel.org/dataset/europe…

This is how the relative frequency of mentions of key technologies/fuels in the #German #NECP changed from 2019 to 2023.

[data are downloadable for all NECPs in the article]

☀️Comparing installed solar capacity per capita allows for a fairer comparison across countries. In 2022, The Netherlands led the way, followed by Germany, Belgium and Denmark!

Check out the dataset by Ben McWilliams Simone Tagliapietra and Cecilia Trasi:
bruegel.org/dataset/europe…

The cost of victory 'looking too high' relies on the assumption that for said companies, maximising shareholder value is the only goal.

Is this necessarily the case?

Perhaps the goal was affordable solar PV to enable a global energy transition ...

ft.com/content/4a5f63…

How much do EU countries think about each other when drafting energy and climate policy?

To provide a rudimentary insight, we plot the number of times countries mention each other in NECPs.

(thick lines = lots of mentions)

bruegel.org/first-glance/b…

Georg Zachmann Bruegel

🔋The EU’s current deployment needs are covered by domestic battery manufacturing

In 2023, we estimate 204 GWh cell supply compares with 210 GWh demand.

The map shows projects we have identified as operational or under construction by 2023. These projects total 600 GWh.

🆕Last week, at Bruegel we launched our European Clean Tech Tracker. From manufacturing to deployment, the page showcases best available public data that we are aware of.

Fig here identifies the investment pipeline of solar manufacturing projects 📊

bruegel.org/dataset/europe…

“The biggest shift is that there is no longer any serious dependency on Russia or Russian sources'

Pleasure to discuss with Kira Taylor for her insightful article just published FORESIGHT Climate & Energy on EU's gas supply position 📰

foresightmedia.com/story/sem2x3n9…

🗺️Europe is home to more than 400 clean tech manufacturing plants

Check out the new interactive European clean tech tracker by Simone Tagliapietra, Cecilia Trasi and Ben McWilliams for more insights into the state of Europe's clean tech:

bruegel.org/dataset/europe…

50,000 of this new Chinese electric car model sold in the first 27 minutes. Range 650 km, price $30,000.

It's fascinating how the discourse on EVs in Europe is simultaneously 'EVs are too expensive, consumers can't afford them' and 'Chinese EVs are too cheap we should make them more expensive'

1/ Proudly launching the Bruegel
European Clean Tech Tracker, a tool one year in the making. It offers a detailed view of Europe's evolving clean tech sector, promising regular updates and improvements. Many thanks to my co-authors Ben McWilliams and Simone Tagliapietra.

If you think Chinese clean-energy manufacturing costs are an outrage justifying a reordering of global trade, you might be shocked to learn about the cost of oil production in Gulf countries:

Today my colleagues Simone Tagliapietra, Ben McWilliams and Cecilia Trasi unveiled their magnum opus: The 'European clean tech tracker'.

Lots! of data to dive in, that will improve the quality of the occasionally shallow debate on green industrial policy:
bruegel.org/dataset/europe…

NEW🚨After almost a year of preparations, we are happy to launch our European Clean Tech Tracker. This aims to provide a clear, timely and policy-relevant overview of the key clean tech innovation, manufacturing and deployment trends. Highlights in🧵👇
bruegel.org/dataset/europe…

📊 European natural gas demand tracker

Ben McWilliams and Georg Zachmann's dataset has been updated with 4 new graphs on the natural gas demand by country and for the #EU as a whole.

Click below to find out more ⤵️

bruegel.org/dataset/europe…