Energy

The EU emissions trading system works but most industrial decarbonisation is still to come

Survey evidence shows regulated manufacturers respond to the EU carbon price, but want reassurance on policy direction and stringency

Debora Revoltella and Fotios Kalantzis

How much has the Russian budget gained from Iran-war related higher oil prices?

Russia has gained some fiscal headroom from higher oil prices, though not enough to fully offset budgetary difficulties from the Ukraine war

Marek Dabrowski

European natural gas imports

This dataset aggregates daily data on European natural gas import flows and storage levels.

Ugnė Keliauskaitė, Ben McWilliams, Giovanni Sgaravatti and Georg Zachmann

To what extent can green infrastructure investment mitigate China’s clean-energy overcapacity?

China’s green industrial strategy has outpaced demand, leaving renewables firms under strain and grid expansion as the key test of market rebalancing

Alicia García-Herrero and Haoxin Mu

The energy shock for which there is no playbook

The US-Iran conflict may be ending but coping with its inflation and fiscal consequences will be challenging for months ahead

Gene Frieda

2026 European energy crisis fiscal response tracker

This dataset provides an overview of the fiscal measures implemented by European governments to mitigate the 2026 energy shock in Europe

Ben McWilliams, Thomas Mramor, Alexander Roth and Simone Tagliapietra

Europe must prepare for a possible oil supply crunch

With falling commercial and emergency oil reserves, Europe’s oil price shock could soon become a volume crisis – a scenario for which it must prepare

Thomas Mramor, Alexander Roth, Simone Tagliapietra and Georg Zachmann

Tracking the EU Clean Industrialisation Process: A Focus on Batteries and Electric Vehicles

Benjamin Bjerkan-Wade, Marie Jugé, Ugnė Keliauskaitė, Ben McWilliams and Simone Tagliapietra

When oil is scarce and debt is binding: policy sequencing under a severe energy supply shock

With inflation still binding and fiscal space thin, the 2026 Iran shock revives the case for pre-committed, conditional yield anchors with clear exit

Gene Frieda

Europe's energy aid to Ukraine must change

Rouven Stubbe and Georg Zachmann

The flaws in the European Union’s proposed Industrial Accelerator Act and how to fix them

IAA provisions should rest on clear sector choices, WTO-safe criteria and FDI screening that welcomes value-adding investment

Antoine Mathieu Collin, Ignacio García Bercero, Ben McWilliams and Simone Tagliapietra

The Supplicant and the Sovereign

Alicia García-Herrero and Elina Ribakova

The Iran war strengthens China, but also exposes weaknesses

Alicia García-Herrero

Understanding the global clean tech manufacturing slowdown

Benjamin Bjerkan-Wade, Hannah Hess, Marie Jugé, Ugnė Keliauskaitė, Kate Larsen, Ben McWilliams, Hannah Pitt and Simone Tagliapietra