Georg Zachmann
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gzachmann.bsky.social
Georg Zachmann
@gzachmann.bsky.social
senior fellow - energy & climate policy -
@bruegel_org


Scientific Lead - GreenDealUkraїna -
@HZBde
For the first time since 2019, EU gas imports in 2025 structurally increased compared to the previous year - and this increase is essentially covered by US LNG.
December 23, 2025 at 11:30 AM
Reposted by Georg Zachmann
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...
December 19, 2025 at 8:37 AM
Poland secured the right to provide state aid to its first nuclear power plant:
- equity injection of 30% of project cost
- 100% state guarantees
- and a guaranteed price of 120€/MWh

ec.europa.eu/commission/p...
Commission approves State aid for the construction and operation of Poland\'s first nuclear power plant
The European Commission has approved, under EU State aid rules, an aid package to support the construction and operation of the first nuclear power plant in Poland. The nuclear plant, with an electric
ec.europa.eu
December 9, 2025 at 8:49 PM
Reposted by Georg Zachmann
Very interesting project by @bruegel.org here. Remarkable differences still in market value across Europe.
We launched our @bruegel.org EU Renewables Value Tracker based on great work by @mariejuge.bsky.social & @aroth.bsky.social:
www.bruegel.org/dataset/eu-renewables-value-track

Five insights 🧵:

1) The value of additional solar plants in south-east Europe and particularly Italy is still very high.
December 9, 2025 at 10:29 AM
We launched our @bruegel.org EU Renewables Value Tracker based on great work by @mariejuge.bsky.social & @aroth.bsky.social:
www.bruegel.org/dataset/eu-renewables-value-track

Five insights 🧵:

1) The value of additional solar plants in south-east Europe and particularly Italy is still very high.
December 9, 2025 at 9:59 AM
Reposted by Georg Zachmann
✨ NEW DATASET: EU renewables value tracker

📊 This new tracker quantifies and visualises the economic value of EU variable renewable energy sources.

🖊️ Compiled by @mariejuge.bsky.social, @aroth.bsky.social and @gzachmann.bsky.social
🔗 Explore the dataset here: buff.ly/g2rTPT3
#EconSky
December 9, 2025 at 9:00 AM
Reposted by Georg Zachmann
My positive read of yesterday’s agreement: by handing control 🔑 of Russian gas to Brussels, we prevent member states from being played against each other ... also in the future.

youtu.be/eXF3EkzHy0A?...
December 4, 2025 at 8:30 AM
Reposted by Georg Zachmann
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...
December 3, 2025 at 4:12 PM
My positive read of yesterday’s agreement: by handing control 🔑 of Russian gas to Brussels, we prevent member states from being played against each other ... also in the future.

youtu.be/eXF3EkzHy0A?...
December 4, 2025 at 8:30 AM
My quick take on last night's agreement by Council and Parliament on phasing out Russian gas.
[let's hope I did not miss any big loophole]:

www.consilium.europa.eu/en/press/pre...
December 3, 2025 at 11:37 AM
Reposted by Georg Zachmann
As reported in DER SPIEGEL my GreenDealUkraїna colleagues prepared a briefing on the state of the Ukrainian energy system ahead of the winter, based on publicly available sources.
The situation has rapidly deteriorated, but it isn’t beyond saving.

www.linkedin.com/posts/green-...
December 3, 2025 at 5:07 AM
As reported in DER SPIEGEL my GreenDealUkraїna colleagues prepared a briefing on the state of the Ukrainian energy system ahead of the winter, based on publicly available sources.
The situation has rapidly deteriorated, but it isn’t beyond saving.

www.linkedin.com/posts/green-...
December 3, 2025 at 5:07 AM
The importance of the internal electricity market to balance the German electricity system is increasing fast.

When demand is high and/or wind & solar generation low (i.e., residual demand is high) Germany imports.

When wind & solar generation is high and/or demand low Germany exports.
November 24, 2025 at 1:46 PM
Let’s hope megaphone diplomacy is used to persuade, not to assign blame.
Under no circumstances are we going to accept this text. Nothing that is remotely close to what is now on the table.

Yes, we do have a few more hours left.

You can count on us to do our absolute utmost to deliver #COP30

See my remarks this morning 👉🏻 ec.europa.eu/commission/p...
November 21, 2025 at 4:08 PM
Reposted by Georg Zachmann
📎 The case for delaying the application of the EU’s carbon border levy to electricity.

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...
November 20, 2025 at 9:43 AM
Reposted by Georg Zachmann
💡 The case for delaying the application of the EU’s carbon border levy to electricity

🔌 Will applying CBAM to electricity do more harm than good to Europe's climate goals?

🖊️ @bmcwilliams.bsky.social, Rouven Stubbe and @gzachmann.bsky.social
🔗 buff.ly/azoHSOG
#EconSky
The case for delaying the application of the EU’s carbon border levy to electricity
The inclusion of electricity in CBAM creates more problems than it solves; ways should be found to exempt it
buff.ly
November 20, 2025 at 8:00 AM
Reposted by Georg Zachmann
🏭 How can carbon credits work better?

🎙️In this episode of The Sound of Economics, host Rebecca Christie sits down with Georg Zachmann and Jos Delbeke to discuss how Europe can use its ambitious climate targets to best catalyse global decarbonisation.

Listen here: www.bruegel.org/podcast/how-...
How can carbon credits work better?
New ideas on reaching climate targets as COP30 gets underway
www.bruegel.org
November 19, 2025 at 4:29 PM
Reposted by Georg Zachmann
In a new @bruegel.org policy brief, Monika Morawiecka, Pär Holmberg, Fabien Roques, @gzachmann.bsky.social and I analyse these weaknesses and their implications for European resource adequacy: www.bruegel.org/policy-brief...
Europe’s electricity capacity mechanisms need to be better coordinated
This paper analyses EU capacity mechanisms, their cost and security impacts, and the pros and challenges of deeper regional coordination
www.bruegel.org
November 19, 2025 at 10:21 AM
Reposted by Georg Zachmann
⚡ Europe’s electricity capacity mechanisms need to be better coordinated

🤝 How can the EU build consensus for greater cross-border coordination?

🖊️ By Pär Holmberg, @maurerchr.christophmaurer.de, Monika Morawiecka, Fabien Roques and @gzachmann.bsky.social
🔗 buff.ly/thcJkkR
#EconSky
November 18, 2025 at 4:25 PM
President Zelenskyy announced to overhaul the governance of state-owned energy companies.

In a GDU piece published this week, Mattia and Inna Nelles analysed the status and weaknesses of Energoatom's governance - especially large nuclear construction projects.

greendealukraina.org/products/ana...
November 16, 2025 at 4:19 PM
Daniel Gros argues in Der Standard, that in the rare earth war between China and the US, the US has the upper hand.
www.derstandard.at/story/300000...
Chinas Eigentor bei den seltenen Erden
Das Schreckgespenst eines Versorgungsengpasses verblasst rasch, denn die USA haben andere Möglichkeiten, einen etwaigen Mangel auszugleichen. Wenn, sollte sich Xi Jinping Sorgen machen
www.derstandard.at
November 12, 2025 at 8:09 AM
Reposted by Georg Zachmann
Ukraine’s top anti-corruption authorities searched properties linked to government officials and a former business partner of President Zelenskyy as part of a sweeping investigation into alleged graft in the country’s energy sector.
w/ @fabricedeprez.bsky.social
www.ft.com/content/ac5c...
Ukraine raids top officials as energy sector scandal unfolds
Anti-corruption search included properties linked to justice minister and Zelenskyy’s former business partner
www.ft.com
November 10, 2025 at 5:52 PM