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Ben McWilliams @bmcwilliams.bsky.social · 4h

The EU's Clean Industrial Deal hopes to marry competitiveness with decarbonisation.

With @tagliapietra.bsky.social we outline 4 priorities over the next 12 months incl:

🔴 Public funding & ETS reform
🔴 Green lead markets including public procurement
🔴 International balance

tinyurl.com/2fpdn83h

Europe’s Clean Industrial Deal: four priorities to fulfil its promise

The Clean Industrial Deal presents an opportunity for Europe, but quick action is needed on four priorities to deliver its goals

tinyurl.com

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Ben McWilliams @bmcwilliams.bsky.social · 5d

thanks, is this result of an industry survey or general population?

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Ben McWilliams @bmcwilliams.bsky.social · 5d

Italian lobbying to weaken emissions regulation in the automotive sector somewhat makes sense, but with booming EV exports (€54 billion last year) and a steadily growing domestic market, I find the German position harder to understand?

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Ben McWilliams @bmcwilliams.bsky.social · 6d

Electric vehicle registrations soar across Europe 🚗⚡️

🆕 EV share of car registrations is 28% in August 2025
🥈 Second highest month on record

Growth even more impressive in the UK reaching 38%.

Interactive dataset here 👉 european-clean-tech-tracker.bruegel.org/technology/e...

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Ben McWilliams @bmcwilliams.bsky.social · 7d

🧑‍🤝‍🧑 Clean tech employment data are hard to estimate but crucial to understand.

Thanks to work by @prognos.com we include them in our Tracker tinyurl.com/bdm3e96n

👉 One stand-out message. The EU mid-2010s tariffs on solar panels hurt employment. Solar jobs are in installation not manufacturing.

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Reposted by Ben McWilliams

Bruegel @bruegel.org · 14d

🔢 Europe’s Clean Industrial Deal: four priorities to fulfil its promise

💡 The CID has set the right priorities for Europe. Will Europe act fast to translate strategy into tangible impact?

🖊️ @bmcwilliams.bsky.social and @tagliapietra.bsky.social
🔗 buff.ly/XShFkCO
#EconSky

Europe’s Clean Industrial Deal: four priorities to fulfil its promise

The Clean Industrial Deal presents an opportunity for Europe, but quick action is needed on four priorities to deliver its goals

buff.ly

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Ben McWilliams @bmcwilliams.bsky.social · 19d

Sounds right - 20k cars per month at €30k import value. Implying 240k a year, or 2.5% of total sales.

Rule of thumb often heard is Chinese EVs are 1-in-5 EVs sold in Europe, and EVs are 1-in-5 cars sold. Meaning a Chinese-made EV is 1-in-25 new sales in EU ≈ 4%.

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Ben McWilliams @bmcwilliams.bsky.social · 19d

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 @bruegel.org dataset:
european-clean-tech-tracker.bruegel.org/technology/e...

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Reposted by Ben McWilliams

Nikolaus J. Kurmayer @nkurmayer.bsky.social · 24d

NEW: ACER says TSOs significantly underestimated likely benefits of a German bidding zone split

www.euractiv.com/news/grid-op...

Grid operators hid benefits of splitting uniform German electricity price, says EU regulator | Euractiv

EU regulator says flawed assumptions downplayed benefits of German-Luxembourg bidding zone split

www.euractiv.com

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Ben McWilliams @bmcwilliams.bsky.social · 26d

Great example of revenue from the EU's carbon price used to stimulate transition

✈️ At €75 per tonne, the following ten airlines will receive annual subsidies of between €3 and €20 million to support the purchase of sustainable aviation fuel

💰Total subsidy package of €1.5 billion

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Ben McWilliams @bmcwilliams.bsky.social · 26d

🇳🇱 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

european-clean-tech-tracker.bruegel.org/overview/dep...

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Reposted by Ben McWilliams

Simone Tagliapietra @tagliapietra.bsky.social · 26d

Bruegel energy and climate team keeps growing! 🌿
This month, we welcomed Benjamin Bjerkan-Wade and Thomas Mramor as Research Assistants, Alexander Roth as Affiliate Fellow and Annabelle Weisser as Programme Officer. And we still look for another Affiliate Fellow: www.bruegel.org/careers/clim...

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Ben McWilliams @bmcwilliams.bsky.social · 27d

Volvo is the big one & would have been some Audi's as these are 2024 numbers

Ben McWilliams @bmcwilliams.bsky.social · 28d

I had the same thought & wonder whether a far larger share of French production remains in France (this is exports not sales)

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Ben McWilliams @bmcwilliams.bsky.social · 28d

Agreed - an important dynamic to pull out. We do have the ability to see Germany to any other single country here (european-clean-tech-tracker.bruegel.org/technology/e...) but will try to also add an intraEU and extraEU option, thanks

Bruegel Clean Tech Tracker

Bruegel’s European Clean Tech Tracker compiles economic information on clean technologies. Its objective is to show where Europe stands in these expanding sectors. Explore the latest insights below or...

european-clean-tech-tracker.bruegel.org

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Ben McWilliams @bmcwilliams.bsky.social · 28d

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

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Ben McWilliams @bmcwilliams.bsky.social · Sep 11

With @nieuws.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/2582...

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Ben McWilliams @bmcwilliams.bsky.social · Sep 9

Yes, I wonder why not simply allow e-diesel and e-petrol assuming you produce it following delegated act for green hydrogen (or something equally strict from another tech)

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Ben McWilliams @bmcwilliams.bsky.social · Sep 9

Back from the summer break:
@bruegel.org natural gas import data updates 👇

Ugne Keliauskaite @keliauskaite.bsky.social · Sep 9

European gas imports @bruegel.org
In August:
-America's LNG made 70% of LNG imports.
Weekly flows:
-LNG at record seasonal highs, NO down (maintenance), RU Turkstream at seasonal records
-Regas >90% in LT, NL, PL
-High reverse flows to UA
-EU storage at 66%, UA 15%.
www.bruegel.org/dataset/euro...

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Ben McWilliams @bmcwilliams.bsky.social · Sep 9

🇨🇳 Great new publication from @ember-energy.org full with data and insights on China's energy transition.

ember-energy.org/latest-insig...

China Energy Transition Review 2025 | Ember

China’s surge in renewables and whole-economy electrification is rapidly reshaping energy choices for the rest of the world, creating the conditions for a decline in global fossil fuel use.

ember-energy.org

Ben McWilliams @bmcwilliams.bsky.social · Sep 9

German exports of electric vehicles are booming.

💰 Reaching highs > €5bln monthly

The continued political obsession over the internal combustion engine phase-out is weird.

european-clean-tech-tracker.bruegel.org/technology/e...

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Reposted by Ben McWilliams

Martin Sandbu @martinsandbu.ft.com · Sep 8

The best take on Raynergate is @timleunig.bsky.social's: timleunig.substack.com/p/angela-ray...

Angela Rayner and stamp duty

The policy lessons from a sad saga

timleunig.substack.com

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Ben McWilliams @bmcwilliams.bsky.social · Sep 8

yes, strong growth in UK. Moving ahead of EU average from 2024 onwards

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Ben McWilliams @bmcwilliams.bsky.social · Sep 8

🚗 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.

european-clean-tech-tracker.bruegel.org/technology/e...

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Reposted by Ben McWilliams

Georg Zachmann @gzachmann.bsky.social · Sep 6

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.

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