Updated @bruegel.org European gas import data
📊 download data: www.bruegel.org/dataset/euro...

Europe’s electric vehicle conundrum What to do about Chinese overcapacity, EU subsidies and the electric transition

🚗 NEW PODCAST ALERT: Europe’s electric vehicle conundrum

🎙️In this episode of The Sound of Economics, host @rebeccawire.bsky.social speaks about electric cars with Bruegel’s @keliauskaite.bsky.social, Antoine Mathieu Collin & @bmcwilliams.bsky.social

👂 Listen to the podcast: buff.ly/7VoFpFN

🚗 Europe’s electric vehicle conundrum

🗣️ @keliauskaite.bsky.social in conversation with host @rebeccawire.bsky.social, Antoine Mathieu Collin & @bmcwilliams.bsky.social

👂 Listen to the podcast now!

🔗 buff.ly/7VoFpFN

Another energy crisis - another lack of unbiased, relevant, timely ENERGY DATA for policy-making:

What is possible: The US Energy Information Administration, provides among many other series granular weekly! oil&petroleum data for: refinery production, imports, exports, prices, stocks, ...
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Updated @bruegel.org European gas import data: Q1 2026 and March LNG by source
📊 download data: www.bruegel.org/dataset/euro...

How Europe should respond to the Iran gas shock – and how it shouldn’t The European Union should act now to head off growing impacts from the Iran conflict on gas prices and availability

🆕 How Europe should respond to the Iran gas shock – and how it shouldn’t

Short thread on piece just published 👇

w/ @bruegel.org colleagues

@aroth.bsky.social @gzachmann.bsky.social @keliauskaite.bsky.social @tagliapietra.bsky.social

www.bruegel.org/analysis/how...

How Europe should respond to the Iran gas shock – and how it shouldn’t The European Union should act now to head off growing impacts from the Iran conflict on gas prices and availability

A short thread on a few key points from our NEW analysis I’d like to highlight:
www.bruegel.org/analysis/how...

by @aroth.bsky.social @tagliapietra.bsky.social @keliauskaite.bsky.social @bmcwilliams.bsky.social and T.Mramor 1/12

Updated @bruegel.org European gas import data for week 12, 2026
📊 download data: www.bruegel.org/dataset/euro...

5/5
To ensure energy security, the EU should continue to reduce fossil-fuel demand and build up strategic gas reserves to weather short-term disruptions.

4/5
Europe therefore remains vulnerable to shocks in global fossil-fuel markets. For example, prices spiked after the US-Israel attack on Iran in March 2026, just as Europe faces the challenge of refilling its gas reserves after winter.

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The structure of energy markets also limits US leverage. US energy exports to EU are seaborne. Cargoes can be redirected between regions in response to price signals.

2/5
The US supplies about one-fifth of the EU’s imports of natural gas, crude oil, coal and uranium, worth around €70 bn in 2024. Yet the EU depends less on US energy now than it did on Russian energy in 2021.

Dependence on fossil fuels, not on the United States, is Europe’s worry The US has replaced Russia to a great extent as an energy supplier to the European Union, but this has not so far created a new vulnerability

🆕@bruegel.org analysis "Dependence on fossil fuels, not on the United States, is Europe’s worry”
US leverage over the EU is far smaller than Russia’s in 2021, but persists indirectly via EU’s fossil-fuel dependence
1/5
www.bruegel.org/analysis/dep...
@bmcwilliams.bsky.social @gzachmann.bsky.social

🆕 Dependence on fossil fuels, not on the United States, is Europe’s worry

We argue that the EU's energy import dependence on the US is not comparable to the historic Russian situation.

A scenario in which the US uses this trade to extract political concessions from the EU is far-fetched.

1/4

Updated @bruegel.org European gas import data for week 9, 2026
📊 download data: www.bruegel.org/dataset/euro...

Updated @bruegel.org European gas import data for week 5, 2026
I spoke with @nytimes.com about Europe’s growing reliance on US gas
📰 www.nytimes.com/2026/01/26/b...
📊 Download January LNG data: www.bruegel.org/dataset/euro...

Updated @bruegel.org European gas imports for week 3, 2026.
www.bruegel.org/dataset/euro...

Implied gas demand=Net Imports+Change in Storage

4/4 Demand
- in 2025, Europe's implied gas demand increased by 13 bcm

3/4 Gas storage
-EU ended 2025 with 11 bcm less storage than in 2024 (57% capacity full)
- Ukraine holds 3 bcm more gas than in 2024 (27% full)

2/4 Import composition 2025
-Norway remains Europe's largest gas supplier, accounting for a third of imports
-The US is the second-largest, supplying a quarter
-Russia's share has dropped to 12%

European natural gas import tracker @bruegel.org
www.bruegel.org/dataset/euro...
4 insights for 2025

1/4 Import volumes
-RU gas imports fell after closure of Ukrainian transit. Turkstream, the only remaining pipeline route, increased flows, while RU LNG is slightly down
-US gas imports rose sharply

See how Europe is concluding 2025 with updated data from @bruegel.org European gas imports tracker for week 50, 2025.
www.bruegel.org/dataset/euro...

🔋 Europe has a solid basis for battery and electric vehicle manufacturing growth

💡 Read the Analysis by @mariejuge.bsky.social, @keliauskaite.bsky.social, @bmcwilliams.bsky.social and @tagliapietra.bsky.social

📑 buff.ly/QDMesS7

📊 Clean tech tracker: buff.ly/9BdFXDI
#EconSky

EU reached a provisional agreement to ban RU gas, with LNG on 1 January 2027 and pipeline on 30 September 2027.
See current gas imports at @bruegel.org European gas imports tracker:
-Weekly RU gas via Turkstream at record seasonal levels
-RU LNG in November increased
www.bruegel.org/dataset/euro...

Updated @bruegel.org European gas imports for week 47, 2025.
www.bruegel.org/dataset/euro...

📊 Chart of the week: Share of population unable to keep their houses sufficiently warm (energy poverty), 2024 and 2021

🏠 How can policy be designed to address the housing affordability crisis while decarbonising homes?

👀 Read the Analysis by @keliauskaite.bsky.social: buff.ly/JBLekWG
#EconSky

The solution to Europe’s housing affordability crisis must include building decarbonisation The EU can help tackle Europe’s housing crisis by reducing energy costs, decarbonising buildings and adhering to climate goals

Europe lives an housing affordability crisis. As argued by my colleague @keliauskaite.bsky.social, the EU can help tackle it by reducing energy costs, decarbonising buildings and adhering to climate goals.

www.bruegel.org/analysis/sol...

The solution to Europe’s housing affordability crisis must include building decarbonisation The EU can help tackle Europe’s housing crisis by reducing energy costs, decarbonising buildings and adhering to climate goals

♻️ The solution to Europe’s housing affordability crisis must include building decarbonisation

🏠 Is it a mistake to view #decarbonisation and improving #housing affordability as separate?

📝 Read the Analysis by @keliauskaite.bsky.social
🔗

How can the EU show leadership at COP30?

UN climate talks begin today at COP30 in Brazil. See how the EU can show its leadership and reaffirm its commitment to climate action. @bruegel.org
www.bruegel.org/newsletter/h...