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...
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...
🤝 This drop follows the trade deal signed by the EU and US in August which increases tariffs on EU exports
Explore European trade in clean tech here - european-clean-tech-tracker.bruegel.org/overview/trade
🤝 This drop follows the trade deal signed by the EU and US in August which increases tariffs on EU exports
Explore European trade in clean tech here - european-clean-tech-tracker.bruegel.org/overview/trade
Europe's electricity system has transformed since 2015 with two-thirds generation now clean 👇
🚗 🏠 🏭 Electrification is the next big challenge
european-clean-tech-tracker.bruegel.org/overview/dep...
Europe's electricity system has transformed since 2015 with two-thirds generation now clean 👇
🚗 🏠 🏭 Electrification is the next big challenge
european-clean-tech-tracker.bruegel.org/overview/dep...
Earlier this year, the Polish government passed a subsidy scheme of up to 40,000 zloty (€9,500 ish) for the purchase of new electric vehicles
📈 Pure BEV sales up from 2% to 10% & rapidly approaching EU average
tinyurl.com/yj4kfydu
Earlier this year, the Polish government passed a subsidy scheme of up to 40,000 zloty (€9,500 ish) for the purchase of new electric vehicles
📈 Pure BEV sales up from 2% to 10% & rapidly approaching EU average
tinyurl.com/yj4kfydu
🔢 dataset updated as always by @keliauskaite.bsky.social
www.bruegel.org/dataset/euro...
🔢 dataset updated as always by @keliauskaite.bsky.social
www.bruegel.org/dataset/euro...
🔵 29% of newly registered vehicles were electric, previous record was 28% in August 2023
🇩🇰🇸🇪🇫🇮🇳🇱 are out in front
🇪🇸🇱🇻🇵🇱🇵🇹 are accelerating quickly
european-clean-tech-tracker.bruegel.org/technology/e...
🔵 29% of newly registered vehicles were electric, previous record was 28% in August 2023
🇩🇰🇸🇪🇫🇮🇳🇱 are out in front
🇪🇸🇱🇻🇵🇱🇵🇹 are accelerating quickly
european-clean-tech-tracker.bruegel.org/technology/e...
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
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
📉 A 110 TWh drop in fossil fuel output (equivalent to one-third 2014 demand)
🟢 50% met by growth in renewables
🔴 50% met by reduction in electricity demand
european-clean-tech-tracker.bruegel.org/overview/dep...
📉 A 110 TWh drop in fossil fuel output (equivalent to one-third 2014 demand)
🟢 50% met by growth in renewables
🔴 50% met by reduction in electricity demand
european-clean-tech-tracker.bruegel.org/overview/dep...
✅ Good news for decarbonisation & energy security
⏩ Fast forward to 2024 and sales slowed
A key metric to monitor - european-clean-tech-tracker.bruegel.org/technology/h... - ahead of ETS-2 introduction in 2027
✅ Good news for decarbonisation & energy security
⏩ Fast forward to 2024 and sales slowed
A key metric to monitor - european-clean-tech-tracker.bruegel.org/technology/h... - ahead of ETS-2 introduction in 2027
european-clean-tech-tracker.bruegel.org/technology/b...
european-clean-tech-tracker.bruegel.org/technology/b...
In 2024, one-quarter of all electricity generation in Hungary came from solar.
⚡This has been a rapid transition. One decade ago, the solar share was 0%.
european-clean-tech-tracker.bruegel.org/geography
In 2024, one-quarter of all electricity generation in Hungary came from solar.
⚡This has been a rapid transition. One decade ago, the solar share was 0%.
european-clean-tech-tracker.bruegel.org/geography
The @bruegel.org European Clean Tech Tracker contains a dedicated trade section where you can break these flows down for yourself 👇
european-clean-tech-tracker.bruegel.org/overview/trade
The @bruegel.org European Clean Tech Tracker contains a dedicated trade section where you can break these flows down for yourself 👇
european-clean-tech-tracker.bruegel.org/overview/trade
🆕 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...
🆕 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...
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.
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.
📈 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...
📈 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...
✈️ 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
✈️ 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
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...
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...
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
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
This is political signalling, not something that could realistically be achieved.
nos.nl/artikel/2582...
This is political signalling, not something that could realistically be achieved.
nos.nl/artikel/2582...
💰 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...
💰 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...
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...
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...