The report argues that Europe’s energy transition is no longer just a climate agenda—it has become a geopolitical and industrial strategy aimed at reducing dependency on imported fossil fuels while reshaping industrial competitiveness.
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Europe is accelerating investment in domestic energy infrastructure, including renewables, grids, and storage, as part of a broader push for strategic autonomy.
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Industrial policy and public spending are increasingly directed toward energy security, electrification, and supply-chain resilience.
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The transition is also reshaping global commodity demand, boosting markets linked to metals, power infrastructure, and energy technology.
The deeper question is whether Europe’s industrial system can adapt quickly enough—or whether the energy transition will instead expose structural competitiveness gaps.
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