Energy Strategy & Policy

Europe's industrial competitiveness is inseparable from its energy policy. The question is no longer whether Europe needs a coherent energy-industrial strategy, it is whether it can deliver one fast enough. How does Europe design an energy system that serves both climate targets and industrial survival? And can regulatory reform move at the speed the market demands?

Energy Security & Resilience

Europe’s infrastructure resilience is untested against the full range of geopolitical scenarios now in play. Where are the remaining single points of failure in Europe's energy supply? How do long-term contract strategies balance affordability with security? And what does true energy independence look like when global trade routes are increasingly contested?

Industrial Energy Systems

Europe's heaviest energy consumers face a dual pressure that no other region confronts at this scale: decarbonise fast enough to meet regulatory timelines, while competing against jurisdictions with lower energy costs and looser climate obligations. How does European heavy industry decarbonise without losing the ability to compete globally? Who pays for the infrastructure that connects clean energy supply to industrial demand at the volumes required?

Energy Markets & Investment

The European power sector needs $3.5 trillion in investment over the next decade. How does Europe mobilise institutional capital at the scale and pace required? What does a bankable project look like in a market where policy, technology and demand are all moving simultaneously? And how do carbon markets evolve from compliance mechanisms into genuine investment signals?

Power Grids

Every ambition in the energy transition converges on a transmission and distribution network that was not designed for what is now being asked of it. How does Europe expand and modernise its grid infrastructure at the pace required to absorb new supply and new demand simultaneously? What does transmission planning look like when data centers - the fastest-growing load on the system - did not exist at scale five years ago?

AI & Digital Energy Systems

Data centres are not a technology story, it is an energy system story. How does Europe power the AI economy without destabilising the grids that serve everyone else? What models allow data centres to scale without becoming a liability? And can digital technologies deliver enough value back to the energy system to justify the power they consume?