Energy, Environment & Transport Pro Brief

Fri 25 October 2024 | View online
Estimated reading time: 4-5 minutes

Good morning ,

And welcome toThursday 25 October’s daily Energy, Environment and Transport Pro Brief.


Today we report on socialist Jens Geir’s plan to serve Stéphane Séjourné with a strategy to save Europe’s struggling steel sector.


And are EU leaders ready to finally say what a 'genuine’ Energy Union looks like?


Here are our top stories for the day:

🟡Clean industry

S&D MEP: Treat steel like EVs, not solar panels

Socialist MEP Jens Geier, a member of the parliament’s budget and industry committees, is calling upon the Commission to protect the European steel industry.


In his ‘European Steel Action Plan’ paper backed by industry lobby groups EUROFER and IndustriAll, he urges the Commission and the member states to enforce trade defence; lower production costs and regulation within Europe; and promote EU-made green steel by providing incentives to the automotive and construction sector.


Geier will seek signatures from other MEPs until 30 October, and will present what he hopes will be a cross-party position to the Commissioner-designate for Industry, Stéphane Séjourné ahead of the Frenchman’s parliamentary audition on 12 November.


To date, only fellow socialists have endorsed his plan. But he may be pushing on an open door.


The Greens have already urged steel to be included in the EU’s planned Clean Industrial Deal, and on Wednesday the parliament debated Europe’s steel crisis. [JS]

🟡Climate

UN reality check ahead of COP29

“Either leaders bridge the emissions gap or we plunge headlong into climate disaster” said United Nations (UN) Secretary-General Antonio Guterres, in a video message for the launch of the UN Environment Program emissions gap report, released yesterday afternoon.


“Current policies are taking us towards a catastrophic 3.1 degrees Celsius temperature rise by the end of the century,” he said.


According to the report, emissions have reached a record high, with 2023 seeing 57.1 gigatons of CO2e emitted - a 1.3% increase on 2022 levels.


Guterres said that emissions “must fall to 9% each year to 2030, to limit global temperature rise to 1.5 degrees Celsius and avoid the very worst of climate change”.


The report comes ahead of COP29 climate negotiations taking place in Baku, Azerbaijan, and should inform the countries’ discussions, as well as their updated national climate plans, due in early 2025. [BM]

The Netherlands very much on track to miss 2030 climate target

“It is highly unlikely that the Netherlands will achieve the climate target of a 55% reduction in emissions by 2030,” writes the Dutch environmental agency in its annual assessment.


In its annual climate and energy outlook the agency predicts a 52% emissions cut at best, and just a 55% reduction at worst.


The forecast is significantly less optimistic compared to last year’s, amid delays to offshore wind farms and decisions by the new right wing Dutch government to abolish climate-friendly laws like kilometre pricing or maximum speeds.


“If we want to achieve the climate goals, we cannot afford to go backwards,” commented Frans Timmermans on X, The EU’s former climate czar now leads the country’s green-socialist opposition. [NK]

🟡 Hydrogen

Low-carbon hydrogen lobbying

Lobbying watchdog InfluenceMap says there is “heavy engagement” from some energy and heavy industry actors, who are pushing “for a weak definition for low-carbon hydrogen.”


In the briefing released this morning, InfluenceMap’s analyst Roldfos Maslias singles out “lobbying from the fossil fuel value chain” in particular.


Other lobbying comes from the nuclear sector, with backing from France and its multi-country alliance, as well as renewable advocates.


Consultation on the proposed rules ends today, with the final version expected within the year – which will show what interest group could get its way. [NK]

🟡 Russia

Russian shadow oil fleets - a primer

Brussels is abuzz with talk of Russia’s ‘shadow fleet’ - a collection of ageing and poorly regulated ships  used by Russia to evade oil sanctions.


Nathan Canas covered Wednesday’s Parliament debate, where MEPs expressed their fears that a catastrophic oil spill may only be a matter of time.

🟡 Offshore wind

North Sea countries release 2040 offshore wind plans

Yesterday France, Germany, the Netherlands, Denmark, Norway and Belgium released their indicative plans for tendering and constructing offshore wind in their respective territories out to 2040.


The plans were released alongside a meeting of the North Seas Energy Cooperation (NSEC) which brings together 9 EU members, the Commission and, via a cooperation agreement, the UK.


The plans outline how over 900 GW of offshore wind will constructed by 2039.


The NSEC meeting took place in the Port of Odense, Denmark.


North Sea renewable cooperation has attracted a lot of attention in the past, including a meeting of regional EU leaders in April 2023, but this time the gathering was low key.


Danish energy minister Lars Aagaard, Irish energy minister Eamon Ryan, Luxembourg’s Lex Delles and European Energy Commissioner Kadri Simson attended, but other states were represented by senior officials. [DC]

🟡 Transport

Germany’s 2040 traffic forecast

To avoid traffic jams, plan ahead. Germany is thinking long term, with a national ‘traffic forecast 2040’ presented on Thursday.


The study on behalf of the Federal Ministry of Transport aims to predict changes in mobility for the upcoming two decades, to help Berlin make better infrastructure investment decisions.


According to the research carried out by a private consultancy, truck traffic will remain the dominant form of transport, while railroad freight traffic might increase by 35%. Passenger transport is predicted to increase 60% on rails and 30% on aircraft by 2040 - meanwhile, road traffic is expected to remain nearly unchanged (-1%). [JS]

🟡 Energy Union

A ‘genuine’ Energy Union by 2027?

Draft conclusions from the 8 November meeting of EU leaders, seen by Euractiv, calls for Europe to achieve a ‘genuine’ Energy Union.


This in itself is nothing new.


EU leaders made the same call both in April and June of this year. Council President Charles Michel even wrote an opinion piece extolling the virtues of a genuine energy union back in October 2022.


This time, however, there is something new. The draft text includes a timeframe to achieve Europe’s dream of a genuine Energy Union – 2027.


To date, the elasticity of the word ‘genuine’ has proved very useful for EU diplomats.


Michel, who was writing only on behalf of himself, links the term with more integrated energy governance.


Creating this genuine energy union “will entail revisiting many of our long-standing beliefs or assumptions and acting more collectively, as Europeans,” he wrote.


EU leaders, unsurprisingly, are collectively less keen on transferring national powers to Brussels.

In the April and June’s Council conclusions, leaders suggested that a genuine energy union is simply a more decarbonised and electrified energy system. Governance was not mentioned.


If leaders are now setting a hard deadline of 2027, they may also give a clearer idea of what exactly constitutes a ‘genuine’ Energy Union.


There is another possible outcome. In the draft document, the 2027 deadline is in brackets – meaning it may not be included in the ultimate text.


Either way, the final 8 November conclusions will be worth a read. Genuinely. [DC]

🟡 Across the Capitals

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Today’s brief was brought to you by Euractiv’s Energy, Environment & Transport team

Today’s briefing was prepared by the Energy, Environment and Transport team: Donagh Cagney, Nathan Canas, Paul Messad, Nikolaus J.Kurmayer and Bárbara Machado, but not with the keen eyes of any proofreaders. Share your feedback or information with us at digital@euractiv.com.

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