Ben McWilliams

@bmcwilliams.bsky.social

Affiliate Fellow, studying issues concerning all things (European) energy, climate and clean tech at the Bruegel think tank.

Open data = First of all, have a go at finding all our charging points out and about and make a note of their numbers. Good luck with the treasure hunt, and see you in a century!

Fetching EVSE Data

Use the bearer token to request charger details:

The charger label can be found physically on the charging point - it's typically a 4-6 character code displayed on the front or side of the unit.

🆕 Q2 2026 clean manufacturing investments update Database now covers €227 investment made by 240 companies into 390 facilities. Electric vehicle investment has slowed since the Commission proposed weakening targets; battery investment grows steadily; solar investments remain announcements only

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Electric vehicle sales are up across Europe and slowly but surely this is reflected in economy-wide electrification data. By 2024, 0.7 percentage of final energy demand is electric. Share in Norway is 7 percent in 2023.

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European natural gas storages are relatively low for this time of year, but still on track to reach 80 percent by 1 November. Storages are 48 percent full on June 27. Extrapolating the recent 30 days trend meets the needed 0.25 %pts/day to reach 80 percent.

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Climate impacts will become a structural macro-fiscal problem. With low private insurance, EU governments are sleepwalking into becoming disaster insurers of last resort. Our @bruegel.org Policy Brief on mitigating rising fiscal costs of climate disasters. 🔗 www.bruegel.org/policy-brief... 🧵1/10

Planning for the rising fiscal costs of climate disasters

Low insurance coverage is turning EU governments into disaster insurers of last resort, strengthening the case for prevention and adaptation finance

bruegel.org

Gas still has good economics in places like the US, the Middle East and Russia, when it’s often an almost cost-free byproduct of producing oil. But for all the noise about LNG project sign-offs in recent years, the demand just isn’t there.

A few weeks ago the European Commission proposed (after several leaks and heated internal debate) its "Industrial Accelerator Act". The Act proposes rules for green industrial policy, which would effect billions of euros in annual green subsidies. A short thread on research we just published /7

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A NEW TWIST in Africa's soaring solar story: It's now manufacturing its own panels. The factories use imported Chinese cells, which are 40% of the value of panels, keeping much of the value domestically. 9 GW of cells+wafers in Mar/Apr alone🧵

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Company-level battery cell manufacturing capacities in Europe show a couple of things: 1️⃣ Europe has healthy capacity (but capacity does not mean output & this still needs to scale with growing demand) 2️⃣ Foreign companies are hugely important

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Three sectors. One chart. Three very different stories. Buildings: 33% electrified in 1990 → 47% today. Industry: 31% → 33%. Barely moved. Transport: ~1% then, ~1% now. The 23% headline hides three transitions at radically different speeds. Long read coming on Substack: janrosenow.substack.com

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European electrification is edging forward. New Eurostat data show electricity's share of final energy demand rose by 0.7 percentage points between 2021 and 2024. Growth, but not at the pace required to meet 2030 or 2040 targets.

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In a move as predictable as the sunrise, US solar manufacturers filed a trade case against Ethiopian ones. It's not the biggest waste of human ingenuity in the world today, but can't believe how much brainpower and money is going into this legal whack-a-mole. www.bloomberg.com/news/article...

US Solar Manufacturers File Trade Dispute Against Ethiopia

A group of US solar manufacturers alleged Tuesday that some overseas panel makers are using production in Ethiopia to evade tariffs on Chinese components.

bloomberg.com

US kerosene imports closing between a half and two thirds of the Hormuz gap for now. But seasonality (more jet fuel for summer flights) means this will be stress-tested more seriously in June/July. (On the other hand @financialtimes.com reports today consumers are not buying tickets)

Georg Zachmann@gzachmann.bsky.social · 3mo ago

Kerosene Crunch: Despite a significant rise in US Kerosene imports closing the April gap, supply levels remain inadequate for the seasonal travel surge, according to Bloomberg data. www.bloomberg.com/news/newslet...