— Scenarios
— Strategic question
“How should we position our European energy portfolio given the accelerating transition to renewables and increasing geopolitical volatility by 2035?”
TECHNOLOGY LEAP
POLICY FRAGMENTATION
A breakthrough in solid-state battery technology or green hydrogen cost collapse resets the economics of the entire system, invalidating most existing transition roadmaps.
Renewables scale faster than anyone forecast. Policy tailwinds, falling costs, and industrial electrification drive a near-complete grid transformation ahead of schedule.
Political resistance, energy security fears, and underestimated transition costs slow the shift. Fossil infrastructure gets extended. New LNG capacity is built across Southern Europe.
The transition proceeds but fractures along national lines. Northern Europe races ahead. Southern and Eastern Europe lag behind. Internal EU energy market coherence breaks down.
POLICY ALIGNMENT
INCREMENTAL CHANGE
Click a scenario to explore signposts and trace signals
Uncertainties on a continuum
Pace of renewable cost decline
EU regulatory cohesion
Energy storage breakthrough
Geopolitical energy security
Political appetite for transition costs
Grid infrastructure investment