🆕In our fourth Transatlantic perspective, together with Rhodium Group we provide an 🇪🇺 🇺🇸 EV view. 1 key message - kindly picked up by Financial Times newsletter this morning 💰Q investments are roughly equal at 2 billion. Much more here - shorturl.at/yRqob

For electric vehicles, Chinese, European and US players all dominate their respective domestic markets. US market is increasingly closed off; questions over how far Chinese competition will be tolerated in Europe Meanwhile, RoW will grow and drive future competition

📈 Both Europe and the US are capable of producing more Electric Vehicles than they buy, already today. We estimate a capacity of 4 million vehicles for Europe vs 3 million demand 2.2 million capacity for the US vs 1.7 million demand bruegel.org/analysis/trans…

🔴 Fresh data for natural gas demand April 2025 @ bruegel.org/dataset/europe… EU gas demand has dropped again, back-on-track with REPowerEU targets. Driven by large drops in household and power demand

💻 A timely new tool from the @iea.org tracks global data centre deployment and consumption ❓Total consumption of 500 TWh is 1.5% of global electricity demand. About half the power the world consumes for producing alluminium, for a useful sense check. iea.org/data-and-stati…

🔋 USA clean technology manufacturing fell in the first quarter of 2025. General economic uncertainty combined with uncertainty over the future of the inflation reduction act appear to be having an effect 👇

Trump's seemingly credible threat to impose tariffs on copper is causing a surge in US prices vs global benchmark

JUNE DATA UPDATE for CHINA🇨🇳: Solar up 40% in June, keeping coal almost unchanged. Coal generation is down 2% YTD. ember-energy.org/data/electrici…

🇪🇺🤝EU agrees substantial fresh RU sanctions: 🔴 RU oil price cap down to $47 (15% < market price) 🔴 Ban on gas transport through Nord Stream (not used now but v important for future scenarios) 🔴 Ban on refined oil imports processed from RU crude - big Qs over implementation

"The high energy cost problem is not going to go away even after we are through with our energy transition [...]" Great episode of "Sound of Economics" podcast by Bruegel with Jeromin Zettelmeyer @mcwilliamsben bruegel.org/podcast/greeni…

v2 of our Bruegel European Clean Tech Tracker is live: 📽️ A new dedicated website 🙋‍♀️ More interactivity 📊 Additional data ✅The latest economic information on clean technology trends across Europe. Explore below (feedback much appreciated) buff.ly/HjhZay5

🚗 Electric vehicle sales grow steadily across Europe. In June, 26% of newly registered cars were electric (compares to 20% in Jun24). Italy and Spain lag the average. Germany edges in front. Belgium, Netherlands and Denmark are far ahead. …ropean-clean-tech-tracker.bruegel.org/technology/ele…

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

With 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/258200…

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 …ropean-clean-tech-tracker.bruegel.org/geography

EVERY YEAR we extract more material (coal, gas, oil) than the material needed for the ENTIRE energy transition...at massive economic and environmental cost. The cost of the energy transition is discussed all the time. What's often missing is the cost of not doing it.

🇳🇱 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 …ropean-clean-tech-tracker.bruegel.org/overview/deplo…

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 the dataset here - …ropean-clean-tech-tracker.bruegel.org/technology/ele…