
Energy transition
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Energy Transition Newsletter
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The great electrification: The power of molecules
Direct electrification will drive decarbonization, while PtX will support applications where molecules remain necessary and alternatives are limited.

One's trash is another’s treasure: How circularity is reshaping waste management in the EU
As the EU seeks to strengthen competitiveness and reduce dependence on imported raw materials, circularity has become a central pillar of industrial strategy.

The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.

The great electrification: Can the EU deliver its wind power ambitions?
Europe’s wind ambitions remain strong, but permitting, grids, auctions, and financing will determine the pace of future capacity growth.

Exclusive Unwrapped: Plastic packaging matters | August 2026
Unwrapped Q3 explores how PPWR, EPR, recyclability standards, feedstocks, and tariffs are reshaping the packaging value chain.

Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.

Exclusive Too Hot to Cool Down
Geopolitical risk is keeping gas prices high, feeding directly into Europe’s gas-exposed power markets.

America's largest power market cannot buy enough capacity
PJM’s 2026 capacity auction underscored a second consecutive year of capacity shortages.

Battery Energy Storage Systems in Europe
Battery energy storage systems (BESS) are expected to play an instrumental role in integrating the increasing share of intermittent renewable energy sources.

Backup power for Europe - part 8: Ranking BESS market attractivity in the Nordics
Nordic BESS attractiveness is rising, with Finland and Sweden offering the strongest opportunities, Denmark facing grid constraints and Norway lagging.

CCUS and natural gas: three pathways to scale, but with limits
CCUS is most likely to scale in applications where infrastructure access, high utilization, and supportive economics converge.

The great electrification: The power of the sun in the EU
Solar is central to Europe’s energy system, but midday concentration drives price declines and grid pressure. Battery storage is key to unlocking further growth.










