Phuc-Vinh Nguyen
@phuc-vinh.bsky.social
Head of the Jacques Delors Energy Centre, think tanking on French & EU energy policy @delorsinstitute.bsky.social📍Paris 🇫🇷🇪🇺🔌
Chercheur politique française & européenne de l'énergie - Institut Jacques Delors #energysky
Chercheur politique française & européenne de l'énergie - Institut Jacques Delors #energysky
The EC has just published a more detailed proposal regarding the ETS2 changes it intends to do h/t to @annahbrt.bsky.social. On the frontloading the proposal is just ridiculous with "up to €6bn expected to be frontload in years 2026-2027". Let me explain why:
climate.ec.europa.eu/news-other-r...
climate.ec.europa.eu/news-other-r...
Commission proposes targeted adjustments to the Market Stability Reserve Decision to support a smoother start for ETS2
Today, the Commission adopted a proposal to amend the Market Stability Reserve Decision as regards the Market Stability Reserve (MSR) for the new emissions trading system for road transport and buildi...
climate.ec.europa.eu
November 27, 2025 at 12:02 PM
The EC has just published a more detailed proposal regarding the ETS2 changes it intends to do h/t to @annahbrt.bsky.social. On the frontloading the proposal is just ridiculous with "up to €6bn expected to be frontload in years 2026-2027". Let me explain why:
climate.ec.europa.eu/news-other-r...
climate.ec.europa.eu/news-other-r...
Reposted by Phuc-Vinh Nguyen
In this new @delorsinstitute.bsky.social Policy Paper, @phuc-vinh.bsky.social and myself look at how to make the EU's upcoming carbon market ETS2 socially acceptable by drawing lessons from national CO2 price systems to implement well-designed carbon revenue redistribution and investment mechanisms.
November 26, 2025 at 9:46 PM
In this new @delorsinstitute.bsky.social Policy Paper, @phuc-vinh.bsky.social and myself look at how to make the EU's upcoming carbon market ETS2 socially acceptable by drawing lessons from national CO2 price systems to implement well-designed carbon revenue redistribution and investment mechanisms.
ETS2 has been postponed to 2028, raising questions about its actual implementation. For @delorsinstitute.bsky.social here’s a look at the stakes and reform proposals from my latest policy paper available here : institutdelors.eu/en/publicati...
A short🪀
1/9
A short🪀
1/9
Delivering the ETS2: Do or die time for the European Green Deal? - Institut Jacques Delors
institutdelors.eu
November 26, 2025 at 9:04 AM
ETS2 has been postponed to 2028, raising questions about its actual implementation. For @delorsinstitute.bsky.social here’s a look at the stakes and reform proposals from my latest policy paper available here : institutdelors.eu/en/publicati...
A short🪀
1/9
A short🪀
1/9
Having the EPP ally with the far-right is, as Thu rightfully says, a culmination of already existing dynamics and should not come as a surprise. It was a matter of time. Now the Q° is, will this behaviour be limited to this Omnibus or is this the begining of full unraveling of the Green Deal?
Today, the conservatives (EPP) passed a major piece of EU legislation with the far-right groups in the EU Parliament, marking the breakdown of the cordon sanitaire. The EPP, under Weber, has decided to sacrifice long-term principles and stability for short-term political gains.
Thread:
Thread:
November 13, 2025 at 2:56 PM
Having the EPP ally with the far-right is, as Thu rightfully says, a culmination of already existing dynamics and should not come as a surprise. It was a matter of time. Now the Q° is, will this behaviour be limited to this Omnibus or is this the begining of full unraveling of the Green Deal?
Among the many consequences that will need to be monitored regarding the ETS2 postponement:
- which legal vehicle/trick will the EC use (reopening the directive would be very dangerous)
- will the SCF keep its €65bn enveloppe (I would argue yes)
- many price scenarisation are now partly obsolete
- which legal vehicle/trick will the EC use (reopening the directive would be very dangerous)
- will the SCF keep its €65bn enveloppe (I would argue yes)
- many price scenarisation are now partly obsolete
Delaying ETS2 might be a pragmatic choice (elections in PL, FR and IT in 2027) but should be done under very strict conditions incl frontloading of revenues starting ASAP. In two weeks from now we will release our recommendations for a reform and timeframe on that matter so stay tuned!
🚨 BREAKING: EU countries have agreed to a weakened 2040 climate goal and have set a new target for COP30.
Read the story: www.politico.eu/article/eu-c...
Read the story: www.politico.eu/article/eu-c...
November 5, 2025 at 4:52 PM
Among the many consequences that will need to be monitored regarding the ETS2 postponement:
- which legal vehicle/trick will the EC use (reopening the directive would be very dangerous)
- will the SCF keep its €65bn enveloppe (I would argue yes)
- many price scenarisation are now partly obsolete
- which legal vehicle/trick will the EC use (reopening the directive would be very dangerous)
- will the SCF keep its €65bn enveloppe (I would argue yes)
- many price scenarisation are now partly obsolete
Reposted by Phuc-Vinh Nguyen
The EIB Group’s 2024 Sustainability Report is out.
🌱€51B invested in climate and sustainability
⚡75% fewer emissions from energy projects since 2018
👩💼1.5M new jobs created by 2028.
Clear reporting. Real results.
🔗https://go.eib.org/EIBsustainability24
🌱€51B invested in climate and sustainability
⚡75% fewer emissions from energy projects since 2018
👩💼1.5M new jobs created by 2028.
Clear reporting. Real results.
🔗https://go.eib.org/EIBsustainability24
November 5, 2025 at 12:06 PM
The EIB Group’s 2024 Sustainability Report is out.
🌱€51B invested in climate and sustainability
⚡75% fewer emissions from energy projects since 2018
👩💼1.5M new jobs created by 2028.
Clear reporting. Real results.
🔗https://go.eib.org/EIBsustainability24
🌱€51B invested in climate and sustainability
⚡75% fewer emissions from energy projects since 2018
👩💼1.5M new jobs created by 2028.
Clear reporting. Real results.
🔗https://go.eib.org/EIBsustainability24
Delaying ETS2 might be a pragmatic choice (elections in PL, FR and IT in 2027) but should be done under very strict conditions incl frontloading of revenues starting ASAP. In two weeks from now we will release our recommendations for a reform and timeframe on that matter so stay tuned!
🚨 BREAKING: EU countries have agreed to a weakened 2040 climate goal and have set a new target for COP30.
Read the story: www.politico.eu/article/eu-c...
Read the story: www.politico.eu/article/eu-c...
November 5, 2025 at 9:30 AM
Delaying ETS2 might be a pragmatic choice (elections in PL, FR and IT in 2027) but should be done under very strict conditions incl frontloading of revenues starting ASAP. In two weeks from now we will release our recommendations for a reform and timeframe on that matter so stay tuned!
Talking about simplification today, U. von der Leyen says that "we all agree, we need simplification, we need deregulation". Have I missed something? Because last time I checked, part of the coalition supporting her majority was not on board with a deregulation policy that distort Letta's report.
October 1, 2025 at 12:18 PM
Talking about simplification today, U. von der Leyen says that "we all agree, we need simplification, we need deregulation". Have I missed something? Because last time I checked, part of the coalition supporting her majority was not on board with a deregulation policy that distort Letta's report.
Reposted by Phuc-Vinh Nguyen
⚡ #Energy Europe’s green transition 🌱 is a powerful engine for investment, innovation and shared prosperity!
@phuc-vinh.bsky.social is joining @friendsofeurope.bsky.social's #ClimateEnergySummit today in Brussels to discuss this.
More info & follow live 👉 www.friendsofeurope.org/events/a-bol...
@phuc-vinh.bsky.social is joining @friendsofeurope.bsky.social's #ClimateEnergySummit today in Brussels to discuss this.
More info & follow live 👉 www.friendsofeurope.org/events/a-bol...
September 23, 2025 at 7:28 AM
⚡ #Energy Europe’s green transition 🌱 is a powerful engine for investment, innovation and shared prosperity!
@phuc-vinh.bsky.social is joining @friendsofeurope.bsky.social's #ClimateEnergySummit today in Brussels to discuss this.
More info & follow live 👉 www.friendsofeurope.org/events/a-bol...
@phuc-vinh.bsky.social is joining @friendsofeurope.bsky.social's #ClimateEnergySummit today in Brussels to discuss this.
More info & follow live 👉 www.friendsofeurope.org/events/a-bol...
Reposted by Phuc-Vinh Nguyen
L'asso Expertises Climat vise à faire du lien entre chercheurs et médias pour améliorer le traitement des enjeux environnementaux.
Elle lance une campagne de crowdfunding pour raconter des solutions / initiatives dans les médias.
Pr en savoir + et/ou participer ⬇
www.helloasso.com/associations...
Elle lance une campagne de crowdfunding pour raconter des solutions / initiatives dans les médias.
Pr en savoir + et/ou participer ⬇
www.helloasso.com/associations...
Racontons ce qui se construit. Pas seulement ce qui s’effondre
Financement participatif organisé par Expertises climat - Jusqu'au 8 octobre inclus, 1% for the Planet double vos dons
www.helloasso.com
September 20, 2025 at 1:04 PM
L'asso Expertises Climat vise à faire du lien entre chercheurs et médias pour améliorer le traitement des enjeux environnementaux.
Elle lance une campagne de crowdfunding pour raconter des solutions / initiatives dans les médias.
Pr en savoir + et/ou participer ⬇
www.helloasso.com/associations...
Elle lance une campagne de crowdfunding pour raconter des solutions / initiatives dans les médias.
Pr en savoir + et/ou participer ⬇
www.helloasso.com/associations...
This week, I'm back to work with a few comments regarding France's stance on the 2035/2040 target.
In short, Macron decided to make a high-risk, high-reward bet to obtain EU money to conduct the green transition. This behaviour is definetly not surprising and is in line with past actions. A short 🧵
In short, Macron decided to make a high-risk, high-reward bet to obtain EU money to conduct the green transition. This behaviour is definetly not surprising and is in line with past actions. A short 🧵
NEW: How Emmanuel Macron ended up manoeuvring France into the camp of the EU's climate blockers — putting at risk the EU's compliance with the Paris Agreement on the eve of the accord's 10th anniversary.
Our story: www.politico.eu/article/emma...
Our story: www.politico.eu/article/emma...
How Macron joined the climate bad guys club
The French president has joined Poland, Italy and Hungary to stall discussions ahead of the COP30 climate conference in November.
www.politico.eu
September 18, 2025 at 9:59 AM
This week, I'm back to work with a few comments regarding France's stance on the 2035/2040 target.
In short, Macron decided to make a high-risk, high-reward bet to obtain EU money to conduct the green transition. This behaviour is definetly not surprising and is in line with past actions. A short 🧵
In short, Macron decided to make a high-risk, high-reward bet to obtain EU money to conduct the green transition. This behaviour is definetly not surprising and is in line with past actions. A short 🧵
Reposted by Phuc-Vinh Nguyen
📊 NEW Dataset: European Clean Tech Tracker
This resource covers:
🔋 Batteries, 🚗 Electric vehicles,🔌 Grids, ♨️ Heat pumps, 💧Hydro, ☢️ Nuclear, ☀️ Solar and 🍃 Wind
🖊️ @mariejuge.bsky.social, @keliauskaite.bsky.social, @bmcwilliams.bsky.social and @tagliapietra.bsky.social
🔗 buff.ly/HjhZay5
This resource covers:
🔋 Batteries, 🚗 Electric vehicles,🔌 Grids, ♨️ Heat pumps, 💧Hydro, ☢️ Nuclear, ☀️ Solar and 🍃 Wind
🖊️ @mariejuge.bsky.social, @keliauskaite.bsky.social, @bmcwilliams.bsky.social and @tagliapietra.bsky.social
🔗 buff.ly/HjhZay5
September 3, 2025 at 6:01 AM
📊 NEW Dataset: European Clean Tech Tracker
This resource covers:
🔋 Batteries, 🚗 Electric vehicles,🔌 Grids, ♨️ Heat pumps, 💧Hydro, ☢️ Nuclear, ☀️ Solar and 🍃 Wind
🖊️ @mariejuge.bsky.social, @keliauskaite.bsky.social, @bmcwilliams.bsky.social and @tagliapietra.bsky.social
🔗 buff.ly/HjhZay5
This resource covers:
🔋 Batteries, 🚗 Electric vehicles,🔌 Grids, ♨️ Heat pumps, 💧Hydro, ☢️ Nuclear, ☀️ Solar and 🍃 Wind
🖊️ @mariejuge.bsky.social, @keliauskaite.bsky.social, @bmcwilliams.bsky.social and @tagliapietra.bsky.social
🔗 buff.ly/HjhZay5
Reposted by Phuc-Vinh Nguyen
[Les événements récents] ont mis fin à toute illusion selon laquelle la dimension économique seule serait à même de garantir une quelconque forme de pouvoir géopolitique. Un discours à juste titre alarmé de Mario #Draghi.
legrandcontinent.eu/fr/2025/08/2...
legrandcontinent.eu/fr/2025/08/2...
Mario Draghi : comment changer la trajectoire de notre continent
Entre Gaza et Trump, dans un été marqué par l’inaction de l’Europe, le doute s’installe. En établissant un diagnostic sévère, Mario Draghi montre qu’il est possible d’agir — et d’espérer. Nous publ...
legrandcontinent.eu
August 22, 2025 at 6:43 PM
[Les événements récents] ont mis fin à toute illusion selon laquelle la dimension économique seule serait à même de garantir une quelconque forme de pouvoir géopolitique. Un discours à juste titre alarmé de Mario #Draghi.
legrandcontinent.eu/fr/2025/08/2...
legrandcontinent.eu/fr/2025/08/2...
Unfortunately this news probably won't make the headlines in France. However, as Nils rightfully points out, the design of this scheme showcase that we are heading into the right direction.
The Commission just approved a €11bn French state aid scheme to support offshore wind.
Competitive bidding, direct price support via two-way CfDs, and resilience criteria to curb reliance on Chinese tech.
This is the way. ec.europa.eu/commission/p...
Competitive bidding, direct price support via two-way CfDs, and resilience criteria to curb reliance on Chinese tech.
This is the way. ec.europa.eu/commission/p...
Commission approves €11 billion French State aid scheme to support offshore wind energy
The European Commission has approved a €11 billion French scheme to support offshore wind energy in line with the objectives of the Clean Industrial Deal. This measure will contribute to the transitio
ec.europa.eu
August 5, 2025 at 11:45 AM
Unfortunately this news probably won't make the headlines in France. However, as Nils rightfully points out, the design of this scheme showcase that we are heading into the right direction.
Reposted by Phuc-Vinh Nguyen
Just a few weeks to go before the EU dives into what will likely be a bruising battle over its next budget.
@romyha.bsky.social, @eulaliarubio.bsky.social, @lindnerjs.bsky.social l and I took a closer look at the Commission’s proposal.
We think successful negotiations now hinge on four things:
@romyha.bsky.social, @eulaliarubio.bsky.social, @lindnerjs.bsky.social l and I took a closer look at the Commission’s proposal.
We think successful negotiations now hinge on four things:
Ripe for Reform – What’s in the EU Budget Proposal and What Should Come Next
On 16 July 2025, the European Commission unveiled its proposal for the next Multiannual Financial Framework (MFF) for 2028-35, kicking off what promises to be a highly fraught and marathon set of nego...
www.delorscentre.eu
August 1, 2025 at 9:08 AM
Just a few weeks to go before the EU dives into what will likely be a bruising battle over its next budget.
@romyha.bsky.social, @eulaliarubio.bsky.social, @lindnerjs.bsky.social l and I took a closer look at the Commission’s proposal.
We think successful negotiations now hinge on four things:
@romyha.bsky.social, @eulaliarubio.bsky.social, @lindnerjs.bsky.social l and I took a closer look at the Commission’s proposal.
We think successful negotiations now hinge on four things:
S'il convient de rester prudent, faute de plus de détails, les contours de l'accord USA-UE en matière énergétique laissent perplexes. A la fois en termes de montant affichés mais aussi en matière de capacité de coercition, l'accord n'étant pas juridiquement contraignant. Mes commentaires dans l'art.
Énergie et climat : les cinq zones d’ombre de l’accord commercial entre l’UE et les États-Unis
✍️ Damien Genicot
✍️ Damien Genicot
Énergie et climat : les cinq zones d’ombre de l’accord commercial entre l’UE et les États-Unis
l.contexte.com
July 30, 2025 at 3:32 PM
S'il convient de rester prudent, faute de plus de détails, les contours de l'accord USA-UE en matière énergétique laissent perplexes. A la fois en termes de montant affichés mais aussi en matière de capacité de coercition, l'accord n'étant pas juridiquement contraignant. Mes commentaires dans l'art.
Cité par @awg-p.bsky.social dans @lemonde.fr, je rappelle une évidence : l’UE ne peut pas contraindre les entreprises à acheter du gaz américain. Elles iront là où c'est le moins cher tout simplement. Et l'accord n'étant pas contraignant juridiquement, les USA n'auront pas de moyens de coercition.
Accord commercial : l’Union européenne renonce un peu plus encore à son pacte vert avec sa promesse d’achat d’énergie américaine
Accord commercial : l’Union européenne renonce un peu plus encore à son pacte vert avec sa promesse d’achat d’énergie américaine
Dans le cadre de l’accord entre l’UE et les Etats-Unis, l’Europe s’engage à procéder à des achats stratégiques outre-Atlantique d’une valeur de 750 milliards de dollars (environ 650 milliards d’euros), couvrant les carburants.
www.lemonde.fr
July 30, 2025 at 8:45 AM
Cité par @awg-p.bsky.social dans @lemonde.fr, je rappelle une évidence : l’UE ne peut pas contraindre les entreprises à acheter du gaz américain. Elles iront là où c'est le moins cher tout simplement. Et l'accord n'étant pas contraignant juridiquement, les USA n'auront pas de moyens de coercition.
La bonne compréhension des enjeux liés à l'énergie par les citoyens est largement dépendante du traitement qui en est fait par la presse, notamment généraliste. Et clairement sur ces sujets, elle n'est pas au niveau.
🚨La hausse de TVA sur l’énergie au 1er août sera compensée par une baisse d’autres taxes
Si vous consommez beaucoup d’électricité, avec un chauffage élec par ex, votre facture va baisser !
Les ménages peu consommateurs seront perdants de.. 2€/mois
Mais devinez ce que retient la presse? Fatigue
Si vous consommez beaucoup d’électricité, avec un chauffage élec par ex, votre facture va baisser !
Les ménages peu consommateurs seront perdants de.. 2€/mois
Mais devinez ce que retient la presse? Fatigue
July 30, 2025 at 6:49 AM
La bonne compréhension des enjeux liés à l'énergie par les citoyens est largement dépendante du traitement qui en est fait par la presse, notamment généraliste. Et clairement sur ces sujets, elle n'est pas au niveau.
Having the $750B agreement not being legally binding puts the energy related numbers into perspective. As they were unrealistic its welcome that the EU can not be held responsible for not meeting them. ec.europa.eu/commission/p...
July 29, 2025 at 10:48 AM
Having the $750B agreement not being legally binding puts the energy related numbers into perspective. As they were unrealistic its welcome that the EU can not be held responsible for not meeting them. ec.europa.eu/commission/p...
Last year, the EU imported ~€15B of US LNG, roughly 50bcm. If we triple that volume, we reach 150bcm which is what we used to get from Russia before the invasion of Ukraine. Still, this represents only €45B, compared to the $250 we're talking about. In addition, companies buy the gas, not the EU.
🚨 Important detail: under the EU-US deal, the EU commits to spending $700 billion on American-made energy until the end of Trump's second term of office.
This means $250 billion per year, approximately.
This means $250 billion per year, approximately.
July 27, 2025 at 7:11 PM
Last year, the EU imported ~€15B of US LNG, roughly 50bcm. If we triple that volume, we reach 150bcm which is what we used to get from Russia before the invasion of Ukraine. Still, this represents only €45B, compared to the $250 we're talking about. In addition, companies buy the gas, not the EU.
July 9, 2025 at 12:28 PM
Reposted by Phuc-Vinh Nguyen
First the EC showed hesitation by postponing the presentation of the 2040 target. Then Macron decided to openly attack it. Now PfE are aiming to kill it. The 2040 target has become, a political target not a technical one anymore. @delorsinstitute.bsky.social
NEW: For years, the extreme right was content pooh-poohing the EU's climate efforts from the back benches. No longer.
Why the far right ended up in charge of parliamentary talks on the 2040 climate target, what it means and what's next w/ @maxgriera.bsky.social:
www.politico.eu/article/the-...
Why the far right ended up in charge of parliamentary talks on the 2040 climate target, what it means and what's next w/ @maxgriera.bsky.social:
www.politico.eu/article/the-...
The far right’s climate power grab
The Patriots for Europe, a new far-right force in Brussels, has won the right to lead the European Parliament’s 2040 climate target discussions.
www.politico.eu
July 9, 2025 at 8:17 AM
First the EC showed hesitation by postponing the presentation of the 2040 target. Then Macron decided to openly attack it. Now PfE are aiming to kill it. The 2040 target has become, a political target not a technical one anymore. @delorsinstitute.bsky.social
First the EC showed hesitation by postponing the presentation of the 2040 target. Then Macron decided to openly attack it. Now PfE are aiming to kill it. The 2040 target has become, a political target not a technical one anymore. @delorsinstitute.bsky.social
NEW: For years, the extreme right was content pooh-poohing the EU's climate efforts from the back benches. No longer.
Why the far right ended up in charge of parliamentary talks on the 2040 climate target, what it means and what's next w/ @maxgriera.bsky.social:
www.politico.eu/article/the-...
Why the far right ended up in charge of parliamentary talks on the 2040 climate target, what it means and what's next w/ @maxgriera.bsky.social:
www.politico.eu/article/the-...
The far right’s climate power grab
The Patriots for Europe, a new far-right force in Brussels, has won the right to lead the European Parliament’s 2040 climate target discussions.
www.politico.eu
July 9, 2025 at 8:17 AM
First the EC showed hesitation by postponing the presentation of the 2040 target. Then Macron decided to openly attack it. Now PfE are aiming to kill it. The 2040 target has become, a political target not a technical one anymore. @delorsinstitute.bsky.social
Plus qu'un objectif technique, la cible 2040 devient un objet politique. Comme pour les objectifs 2030, tel que discuté ici pour @delorsinstitute.bsky.social : institutdelors.eu/publications...
July 8, 2025 at 7:32 AM
Plus qu'un objectif technique, la cible 2040 devient un objet politique. Comme pour les objectifs 2030, tel que discuté ici pour @delorsinstitute.bsky.social : institutdelors.eu/publications...
La réussite de la transition repose désormais sur la capacité de nos décideurs à ne pas céder aux sirènes populistes. En ne détricotant pas le Pacte vert. En mobilisant les financements nécessaires ainsi que l'ensemble des forces vives, pour faire vivre la promesse démocratique de 2019. Ma tribune:
July 3, 2025 at 1:29 PM
La réussite de la transition repose désormais sur la capacité de nos décideurs à ne pas céder aux sirènes populistes. En ne détricotant pas le Pacte vert. En mobilisant les financements nécessaires ainsi que l'ensemble des forces vives, pour faire vivre la promesse démocratique de 2019. Ma tribune: