Western Europe in Transition: Gas Security, Power Markets, and Industrial Impacts through 2030

Western Europe in Transition: Gas Security, Power Markets, and Industrial Impacts through 2030

Overview of Western Europe’s energy transition through 2030, highlighting LNG‑led gas security, rising EU ETS prices (€130–150/t by 2030), coal exit, renewables penetration (~47%), CBAM impacts, and downstream effects on refining and aluminum.

Analyst Notes are focused, insight‑driven reports that examine key market developments shaping energy, chemicals, and materials industries. They combine data, expert interpretation, and practical context to explain what is changing, why it matters, and what the implications are for strategy, investment, and operations.

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