Analysis of European energy, climate and industrial policies and their implications for investment and deployment. Coverage includes regulation, public funding, trade policy, industrial resilience and implementation across EU member states.
Over the last few days, several updates have put Myanmar and the Terbium (Tb) and Dysprosium (Dy) supply chain back in the spotlight. Because Dy/Tb boost magnet strength at high temperature, they are essential for magnets used in EV drivetrains, wind turbines, and defense systems… ➡️ The Myanmar→Yunnan corridor is […]
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Like many, I’ve seen how fast the conversation around energy and innovation has evolved over the past 3 years, increasingly intersecting with issues of sovereignty and defence. Policymakers and investors alike now finally view energy, sovereignty security as clearly overlapping priorities (if you don’t already, follow Ann Mettler for excellent […]
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Everybody talks about CBAM this week, and it eclipsed some EU-US tensions on methane MRV for imported gas that I wanted to report as well. 🔥 What just happened • The EU 2024 methane import rules are now real and the timeline tightens in phases • Methane leakage now a […]
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If you know the nuclear world, you know that “Atoms for Peace” was never only idealism. It was a strategic move by the US, exactly 72 years ago (8 Dec. 1953) at the start of the Cold War. ➡️ A few strategic goals often forgotten • Limit growing Soviet influence […]
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I recently worked on Europe’s carbon shield, the CBAM policy. Will a flaw in the CBAM rules accidentally subsidize foreign polluters? ✅ CBAM is the EU’s new carbon-pricing shield for imports in cement, steel, aluminium, fertilisers, electricity and hydrogen. It replaces free ETS allowances, which start declining in 2026 and […]
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