Tristan Beucler
@tristan-beucler.bsky.social
Industry Analyst @StrategicPerspectives
Reposted by Tristan Beucler
By 2040, half of EU energy can be electrified, cutting fossil imports and boosting competitiveness.
The Informal Energy Council meeting is a chance to put clean electrification at the heart of Europe’s energy future.
Analysis by @aymerickouam.bsky.social 👇
strategicperspectives.eu/energy-counc...
The Informal Energy Council meeting is a chance to put clean electrification at the heart of Europe’s energy future.
Analysis by @aymerickouam.bsky.social 👇
strategicperspectives.eu/energy-counc...
Energy Council: time to advance Clean Electrification in the EU | Strategic Perspectives
EU Energy Ministers face a decision: reinforce dependence on imported fossil fuels or build an economy electrification and clean energy.
strategicperspectives.eu
September 3, 2025 at 9:02 AM
By 2040, half of EU energy can be electrified, cutting fossil imports and boosting competitiveness.
The Informal Energy Council meeting is a chance to put clean electrification at the heart of Europe’s energy future.
Analysis by @aymerickouam.bsky.social 👇
strategicperspectives.eu/energy-counc...
The Informal Energy Council meeting is a chance to put clean electrification at the heart of Europe’s energy future.
Analysis by @aymerickouam.bsky.social 👇
strategicperspectives.eu/energy-counc...
Reposted by Tristan Beucler
Europe’s strategic industries need support to thrive.
Lead markets with European preference can create demand, secure investment, and protect against unfair competition.
Read our latest paper on how to implement them 👇
strategicperspectives.eu/the-case-for...
Lead markets with European preference can create demand, secure investment, and protect against unfair competition.
Read our latest paper on how to implement them 👇
strategicperspectives.eu/the-case-for...
The case for European preference in strategic sectors | Strategic Perspectives
New report shows that European preference for lead markets can reinforce the business case to produce in the EU.
strategicperspectives.eu
June 24, 2025 at 8:40 AM
Europe’s strategic industries need support to thrive.
Lead markets with European preference can create demand, secure investment, and protect against unfair competition.
Read our latest paper on how to implement them 👇
strategicperspectives.eu/the-case-for...
Lead markets with European preference can create demand, secure investment, and protect against unfair competition.
Read our latest paper on how to implement them 👇
strategicperspectives.eu/the-case-for...
❌ Game (WT)Over? ❌
The U.S.'s IRA domestic content bonuses, Brazil's local content conditionalities on public loans, China's "buy Chinese" targets for State-owned companies, Indonesia's VAT reductions depending on local content for EVs...
The U.S.'s IRA domestic content bonuses, Brazil's local content conditionalities on public loans, China's "buy Chinese" targets for State-owned companies, Indonesia's VAT reductions depending on local content for EVs...
June 24, 2025 at 10:28 AM
❌ Game (WT)Over? ❌
The U.S.'s IRA domestic content bonuses, Brazil's local content conditionalities on public loans, China's "buy Chinese" targets for State-owned companies, Indonesia's VAT reductions depending on local content for EVs...
The U.S.'s IRA domestic content bonuses, Brazil's local content conditionalities on public loans, China's "buy Chinese" targets for State-owned companies, Indonesia's VAT reductions depending on local content for EVs...
Reposted by Tristan Beucler
Today, the European Commission releases its assessment of national decarbonisation plans.
Results? Decarbonisation efforts are not derailing; quite the opposite, governments understand that they are a collective move to make the EU safer. #NECP
ec.europa.eu/commission/p...
Results? Decarbonisation efforts are not derailing; quite the opposite, governments understand that they are a collective move to make the EU safer. #NECP
ec.europa.eu/commission/p...
May 28, 2025 at 6:46 AM
Today, the European Commission releases its assessment of national decarbonisation plans.
Results? Decarbonisation efforts are not derailing; quite the opposite, governments understand that they are a collective move to make the EU safer. #NECP
ec.europa.eu/commission/p...
Results? Decarbonisation efforts are not derailing; quite the opposite, governments understand that they are a collective move to make the EU safer. #NECP
ec.europa.eu/commission/p...
Reposted by Tristan Beucler
Good news: EU capitals are planning to reach the #climate target of 55% by 2030.
The aggregate of the 27 national plans get us to 54% according to the Commission.
These findings cut through the political noise of a 'backlash' and reveal a more consistent reality of progress.
My full take here ⬇️
The aggregate of the 27 national plans get us to 54% according to the Commission.
These findings cut through the political noise of a 'backlash' and reveal a more consistent reality of progress.
My full take here ⬇️
May 28, 2025 at 6:55 AM
Good news: EU capitals are planning to reach the #climate target of 55% by 2030.
The aggregate of the 27 national plans get us to 54% according to the Commission.
These findings cut through the political noise of a 'backlash' and reveal a more consistent reality of progress.
My full take here ⬇️
The aggregate of the 27 national plans get us to 54% according to the Commission.
These findings cut through the political noise of a 'backlash' and reveal a more consistent reality of progress.
My full take here ⬇️
Reposted by Tristan Beucler
Great news on 2040 in the #German coalition treaty!
They support a net 90% target at EU level with the following conditions:
- max 3% of high quality Article 6 credits can be used,
- Germany's domestic 2040 target (88% 'gros') won't increase,
- permanent (!) and sust. removals.
They support a net 90% target at EU level with the following conditions:
- max 3% of high quality Article 6 credits can be used,
- Germany's domestic 2040 target (88% 'gros') won't increase,
- permanent (!) and sust. removals.
April 9, 2025 at 1:23 PM
Great news on 2040 in the #German coalition treaty!
They support a net 90% target at EU level with the following conditions:
- max 3% of high quality Article 6 credits can be used,
- Germany's domestic 2040 target (88% 'gros') won't increase,
- permanent (!) and sust. removals.
They support a net 90% target at EU level with the following conditions:
- max 3% of high quality Article 6 credits can be used,
- Germany's domestic 2040 target (88% 'gros') won't increase,
- permanent (!) and sust. removals.
📖 🚨 Read our new report: Lead markets: driving net-zero industries made in Europe 🏭 🇪🇺
How can the EU support predictable offtake for its strategic net-zero industries and restore their competitiveness?
A 🧵
How can the EU support predictable offtake for its strategic net-zero industries and restore their competitiveness?
A 🧵
April 3, 2025 at 8:48 AM
📖 🚨 Read our new report: Lead markets: driving net-zero industries made in Europe 🏭 🇪🇺
How can the EU support predictable offtake for its strategic net-zero industries and restore their competitiveness?
A 🧵
How can the EU support predictable offtake for its strategic net-zero industries and restore their competitiveness?
A 🧵
Reposted by Tristan Beucler
How can the EU support net-zero industries made in Europe?
Our new report, coming out tomorrow, explains how lead markets can secure EU jobs, boost investment, and support the manufacturing of clean technologies.
Stay tuned!
Our new report, coming out tomorrow, explains how lead markets can secure EU jobs, boost investment, and support the manufacturing of clean technologies.
Stay tuned!
April 1, 2025 at 3:37 PM
How can the EU support net-zero industries made in Europe?
Our new report, coming out tomorrow, explains how lead markets can secure EU jobs, boost investment, and support the manufacturing of clean technologies.
Stay tuned!
Our new report, coming out tomorrow, explains how lead markets can secure EU jobs, boost investment, and support the manufacturing of clean technologies.
Stay tuned!
Reposted by Tristan Beucler
Reducing dependency on Russian fossil fuels can strengthen the EU’s energy security and economic stability, shares @aymerickouam.bsky.social in his latest blog.
Discover how the upcoming Russian gas phase-out roadmap can make this possible 👇
strategicperspectives.eu/russian-foss...
Discover how the upcoming Russian gas phase-out roadmap can make this possible 👇
strategicperspectives.eu/russian-foss...
Russian fossil fuel phase-out: An imperative for the European Union | Strategic Perspectives
Following Russia's war on Ukraine and the weaponisation of energy, the phase-out of Russian fossil fuel imports became a security imperative for the European Union.
strategicperspectives.eu
March 24, 2025 at 8:06 AM
Reducing dependency on Russian fossil fuels can strengthen the EU’s energy security and economic stability, shares @aymerickouam.bsky.social in his latest blog.
Discover how the upcoming Russian gas phase-out roadmap can make this possible 👇
strategicperspectives.eu/russian-foss...
Discover how the upcoming Russian gas phase-out roadmap can make this possible 👇
strategicperspectives.eu/russian-foss...
🏭A European Steel and Metals Action Plan
The Steel and Metals Action Plan comes at a crucial time for the EU’s steel industry as it faces unfair international competition, a slowdown in demand, and the need for major investments to decarbonise.
The Steel and Metals Action Plan comes at a crucial time for the EU’s steel industry as it faces unfair international competition, a slowdown in demand, and the need for major investments to decarbonise.
March 19, 2025 at 3:12 PM
🏭A European Steel and Metals Action Plan
The Steel and Metals Action Plan comes at a crucial time for the EU’s steel industry as it faces unfair international competition, a slowdown in demand, and the need for major investments to decarbonise.
The Steel and Metals Action Plan comes at a crucial time for the EU’s steel industry as it faces unfair international competition, a slowdown in demand, and the need for major investments to decarbonise.
Commission President Ursula von der Leyen launched the Strategic Dialogue on the Future of the #Steel sector today, charting the way for the publication of a Steel and Metals Action Plan on March 19th.
March 4, 2025 at 5:42 PM
Commission President Ursula von der Leyen launched the Strategic Dialogue on the Future of the #Steel sector today, charting the way for the publication of a Steel and Metals Action Plan on March 19th.
Reposted by Tristan Beucler
The @ec.europa.eu published the Clean Industrial Deal, outlining its strategy to enhance competitiveness, tackle global challenges, and strengthen energy security.
Could this be the first step in restoring the industry’s business case?
A thread 🧵
Could this be the first step in restoring the industry’s business case?
A thread 🧵
February 26, 2025 at 12:40 PM
The @ec.europa.eu published the Clean Industrial Deal, outlining its strategy to enhance competitiveness, tackle global challenges, and strengthen energy security.
Could this be the first step in restoring the industry’s business case?
A thread 🧵
Could this be the first step in restoring the industry’s business case?
A thread 🧵
Reposted by Tristan Beucler
The #CleanIndustrialDeal is out.
It has the potential to be powerful and transformational, making the EU more competitive - if financial flows will be consistent and legal certainty is provided on the 90% target in the climate law.
The good, the bad, the ugly in a 🧵
ec.europa.eu/commission/p...
It has the potential to be powerful and transformational, making the EU more competitive - if financial flows will be consistent and legal certainty is provided on the 90% target in the climate law.
The good, the bad, the ugly in a 🧵
ec.europa.eu/commission/p...
February 26, 2025 at 11:50 AM
The #CleanIndustrialDeal is out.
It has the potential to be powerful and transformational, making the EU more competitive - if financial flows will be consistent and legal certainty is provided on the 90% target in the climate law.
The good, the bad, the ugly in a 🧵
ec.europa.eu/commission/p...
It has the potential to be powerful and transformational, making the EU more competitive - if financial flows will be consistent and legal certainty is provided on the 90% target in the climate law.
The good, the bad, the ugly in a 🧵
ec.europa.eu/commission/p...
Reposted by Tristan Beucler
Let's not be shy. The #CleanIndustrialDeal is potentially a paradigm shift for the European Union's industrial policy.
The objective is clear: to keep Europe on the map of industrial powerhouses. For that, the Commission is ready to use all tools available.
A thread 🧶
The objective is clear: to keep Europe on the map of industrial powerhouses. For that, the Commission is ready to use all tools available.
A thread 🧶
February 26, 2025 at 11:43 AM
Let's not be shy. The #CleanIndustrialDeal is potentially a paradigm shift for the European Union's industrial policy.
The objective is clear: to keep Europe on the map of industrial powerhouses. For that, the Commission is ready to use all tools available.
A thread 🧶
The objective is clear: to keep Europe on the map of industrial powerhouses. For that, the Commission is ready to use all tools available.
A thread 🧶
The @ec.europa.eu published its #CleanIndustrialDeal this morning, its “business plan to accelerate decarbonisation and competitiveness for European industry”.
Its aim is to keep the EU in the industrial race with its international competitors.
Its aim is to keep the EU in the industrial race with its international competitors.
February 26, 2025 at 12:07 PM
The @ec.europa.eu published its #CleanIndustrialDeal this morning, its “business plan to accelerate decarbonisation and competitiveness for European industry”.
Its aim is to keep the EU in the industrial race with its international competitors.
Its aim is to keep the EU in the industrial race with its international competitors.
Les négociations de l'accord de coalition entre CDU et SPD seront décisives pour permettre à l’Allemagne de retrouver son rôle au sein de l’UE dans un contexte géopolitique et économique mouvant.
Lisez l’analyse de ma collègue @lindakalcher.bsky.social au sujet des élections d'hier ici ⬇️.
Lisez l’analyse de ma collègue @lindakalcher.bsky.social au sujet des élections d'hier ici ⬇️.
Germany’s federal elections took place amidst shifting geopolitical and economic dynamics.
Read about the key reasons why both Germany and the EU need an operational German government quickly in our new blog by @lindakalcher.bsky.social
strategicperspectives.eu/new-german-g...
Read about the key reasons why both Germany and the EU need an operational German government quickly in our new blog by @lindakalcher.bsky.social
strategicperspectives.eu/new-german-g...
New German government: decisive for the future of Europe | Strategic Perspectives
After German elections, the EU needs an operational German government quickly to strengthen its negotiation power.
strategicperspectives.eu
February 24, 2025 at 10:00 AM
Les négociations de l'accord de coalition entre CDU et SPD seront décisives pour permettre à l’Allemagne de retrouver son rôle au sein de l’UE dans un contexte géopolitique et économique mouvant.
Lisez l’analyse de ma collègue @lindakalcher.bsky.social au sujet des élections d'hier ici ⬇️.
Lisez l’analyse de ma collègue @lindakalcher.bsky.social au sujet des élections d'hier ici ⬇️.
Reposted by Tristan Beucler
Next week, the European Commission will launch the Clean Industrial Deal. It can be Europe’s answer to geopolitical turbulence and rising economic security concerns.
Here the 5 things to watch for a Deal that repositions the EU as a net-zero powerhouse👇
strategicperspectives.eu/clean-indust...
Here the 5 things to watch for a Deal that repositions the EU as a net-zero powerhouse👇
strategicperspectives.eu/clean-indust...
5 things to watch in the Clean Industrial Deal | Strategic Perspectives
Five priorities can turn the Clean Industrial Deal into a holistic industrial strategy for Europe to become a net-zero powerhouse.
strategicperspectives.eu
February 21, 2025 at 10:11 AM
Next week, the European Commission will launch the Clean Industrial Deal. It can be Europe’s answer to geopolitical turbulence and rising economic security concerns.
Here the 5 things to watch for a Deal that repositions the EU as a net-zero powerhouse👇
strategicperspectives.eu/clean-indust...
Here the 5 things to watch for a Deal that repositions the EU as a net-zero powerhouse👇
strategicperspectives.eu/clean-indust...
Reposted by Tristan Beucler
Ahead of the Clean Industrial Deal publication next Wednesday, we compiled a list of five priorities that can help Europe become a net-zero powerhouse.
Read more in our latest blog by @neilmakaroff.bsky.social and @tristan-beucler.bsky.social.
strategicperspectives.eu/clean-indust...
Read more in our latest blog by @neilmakaroff.bsky.social and @tristan-beucler.bsky.social.
strategicperspectives.eu/clean-indust...
5 things to watch in the Clean Industrial Deal | Strategic Perspectives
Five priorities can turn the Clean Industrial Deal into a holistic industrial strategy for Europe to become a net-zero powerhouse.
strategicperspectives.eu
February 21, 2025 at 10:19 AM
Ahead of the Clean Industrial Deal publication next Wednesday, we compiled a list of five priorities that can help Europe become a net-zero powerhouse.
Read more in our latest blog by @neilmakaroff.bsky.social and @tristan-beucler.bsky.social.
strategicperspectives.eu/clean-indust...
Read more in our latest blog by @neilmakaroff.bsky.social and @tristan-beucler.bsky.social.
strategicperspectives.eu/clean-indust...