Ben McWilliams

Affiliate Fellow, studying European Energy and Climate Policy @Bruegel_org

[Ben McWilliams @McwilliamsBen]

Interactive figure available here - https://t.co/6VnfVMMbRP and data will be downloadable in a future update coming next couple of weeks

[Ben McWilliams @McwilliamsBen]

Q2 2026 clean manufacturing investments update Database now covers €227 investment made by 240 companies into 390 facilities.

EV investment has slowed since the EU proposed weakening targets; battery investment grows steadily; solar remain announcements only

[Ben McWilliams @McwilliamsBen]

daily data for EU and all countries here in figure 8:

https://t.co/IXzOCaySN8

[Ben McWilliams @McwilliamsBen]

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.

[Ben McWilliams @McwilliamsBen]

Latest live data here

https://t.co/HFTxpzNToU

[Ben McWilliams @McwilliamsBen]

Four in ten new cars sold in the UK are electric. The government is reportedly considering weakening EV targets, but consumer demand continues to grow.

[Ben McWilliams @McwilliamsBen]

Data here
https://t.co/IXzOCaySN8

[Ben McWilliams @McwilliamsBen]

May LNG imports to the EU are down 1bcm ish on Strait of Hormuz closure. LNG imports from elsewhere staying stable for now.

Regular set of @Bruegel_org data are updated by @keliauskaite

[Ben McWilliams @McwilliamsBen]

More here: https://t.co/kEWbFdZ9LO

[Ben McWilliams @McwilliamsBen]

Chinese investment into clean technology manufacturing has fallen sharply from highs in 2023. Driven by oversupplied markets and a tightening of policy.

[Ben McWilliams @McwilliamsBen]

Data here:
https://t.co/2gYfJsQFDZ

[Ben McWilliams @McwilliamsBen]

The volume of batteries in Europe's electric vehicle fleet is x10 that in stationary storage. Huge opportunity for those technologies and companies that are able to smartly integrate this into grids.

[Ben McWilliams @McwilliamsBen]

Piece is far longer with many details, and available at this link:

https://t.co/ueguAshtDN

[Ben McWilliams @McwilliamsBen]

A few weeks ago the European Commission proposed (after several leaks and internal debate) its "Industrial Accelerator Act".

The Act proposes rules for green industrial policy, which would effect billions of euros in annual green subsidies.

Thread on research just published /7

[Ben McWilliams @McwilliamsBen]

Concretely, rather than introducing new rules of origin we argue that the EU should make better use of "sustainability and resilience criteria" which already exist and can be used to reduce exposure to any one supplier (eg China) in a particular sector.

[Ben McWilliams @McwilliamsBen]

We make available the projects we track here - https://t.co/glQZEKVj0X

[Ben McWilliams @McwilliamsBen]

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