How to Make European e-SAF Production under RefuelEU Aviation Fly?
Three and a half years before the scheduled entry into force of the European regulation ReFuelEU Aviation (RFEUA), which requires aviation fuel suppliers at Union airports to offer a sustainable synthetic alternative (e-SAF), no sizeable commercial production unit (greater than 10,000 tons per year) is active within Europe yet, nor has it even passed the Final Investment Decision (FID). Is a major step in the European Union (EU) plans for decarbonizing air transport at risk of not happening, or at least being postponed for several years? Is Europe losing its bet to create a market for e-SAF? Under what conditions can this bet still be won? Could sovereignty and energy security preoccupations unlock necessary public support and help to overcome economic, financial, logistical or administrative obstacles?
The European Biomethane Sector at a Critical Juncture: Stronger Policy Alignment Will Matter
The European biomethane sector is at a critical juncture.
Europe’s Power Grid Challenge: A Make-or-Break for Accelerating Electrification
In April 2023, The Economist published an article pointing to the vast amounts of electricity infrastructure needed to reach energy transition goals.
Germany Maintains Its Single Electricity Price Zone: Implications
In December 2025, Germany refused to split its bidding zone despite recommendations from ENTSO-E, in order to preserve its federal unity, market liquidity, and the competitiveness of its industry, at the cost of persistent North-South imbalances.
Norway’s Energy Policy Dilemmas and Debates: In or Out?
2026 may prove to be the end of the Norwegian exception. Norway has long prided itself on the successful combination of fossil fuel extraction with a strong social democracy.
Securing critical raw material (CRM) value chains – a prerequisite for Europe’s technological resilience
At the heart of economic security, technological resilience is a backbone of the European Union’s (EU) competitiveness. The EU’s energy and digital transitions depend on critical raw materials (CRM).
The Strategic Dimension of Skills in the Clean Industrial Deal
In the competitiveness and energy transition battles, the European Union (EU) must master a determinant factor: skills.
The Energy Transition Faces Geopolitical Challenges. How Can Ideological Divides Be Overcome?
President Trump’s positions and policies, combined with record coal consumption and booming global electricity demand, geo-economic confrontation, and widespread concerns about energy security, are changing the game when it comes to understanding realistic decarbonization trajectories. The war in Europe is intensifying competition between defense and transition budgets. This is also the case elsewhere in the world.
Will the Western Nuclear Power Revival Take Place? The State of Extra-European Advances
Against the dual backdrop of the energy transition and the rapid transformation of the international order, the question of Western nuclear revival is being raised with renewed acuity.
Reconnecting With Europe's Nuclear DNA: a Political Question
As Europe's main source of low-carbon electricity, nuclear power is a strategic asset for tackling climate and geopolitical challenges.
Re-evaluating Copper Supply: The Crucial Role of Technology
Some authors argue that the energy transition is doomed to fail due to metal scarcity and the rising energy costs of extraction.
Energy Developments in the United Kingdom
The United Kingdom (UK) has traditionally been an example for its neighbours and the world in developing ambitious, innovative and effective energy policies.
AI, Data Centers and Energy Demand: Reassessing and Exploring the Trends
The information and communication technologies sector today accounts for 9% of global electricity consumption, data centers for 1-1.3%, and artificial intelligence (AI) for less than 0.2%. The growing energy demands of cloud services first, and now AI workloads (10% of today’s data centers electricity demand), have exacerbated this trend. In the future, hyperscale data centers will gain shares amongst all kinds of data centers and AI will probably account for around 20% of data centers electricity demand by 2030.
Unlocking India’s Energy Transition: Addressing Grid Flexibility Challenges and Solutions
India is rapidly scaling up its renewable energy (RE) capacity, adding 15–20 GW annually, but the ambitious goal of 500 GW of non-fossil capacity by 2030 is at risk unless the pace accelerates.
The New Geopolitics of Energy
Following the dramatic floods in Valencia, and as COP29 opens in Baku, climate change is forcing us to closely reexamine the pace—and the stumbling blocks—of the energy transition.
The Troubled Reorganization of Critical Raw Materials Value Chains: An Assessment of European De-risking Policies
With the demand for critical raw materials set to, at a minimum, double by 2030 in the context of the current energy transition policies, the concentration of critical raw materials (CRM) supplies and, even more, of refining capacities in a handful of countries has become one of the paramount issues in international, bilateral and national discussions. China’s dominant position and successive export controls on critical raw materials (lately, germanium, gallium, rare earths processing technology, graphite, antimony) point to a trend of weaponizing critical dependencies.
The Aluminum Value Chain: A Key Component of Europe’s Strategic Autonomy and Carbon Neutrality
The United States of America (US), Canada and the European Union (EU) all now consider aluminum as strategic. This metal is indeed increasingly used, especially for the energy transition, be it for electric vehicles (EVs), electricity grids, wind turbines or solar panels.
The Prospects of Indonesia’s Nickel Boom Amidst a Systemic Challenge from Coal
Indonesia is a country that is booming economically and demographically. This not only matters for regional, political, and energy security, but also increasingly, for the world’s energy transitions, due to Indonesia’s large metal reserves, as well as its equally important coal consumption in industry and for power generation.
Over the last 20 years, Indonesia’s economy has been characterized by very dynamic growth, massive increases in its electricity demand, and coal consumption and exports. Hence, its greenhouse gas (GHG) emissions are on a steady growth trajectory, although the country has committed to lowering them by 32% (unconditional) or 41% (conditional) by 2030.
With its Organization for Economic Cooperation and Development (OECD) membership application, occurring in the context of global energy transition requirements and geopolitical confrontations, Indonesia is today at a crossroads.
European Solar PV Manufacturing: Terminal Decline or Hope for a Rebirth?
While solar photovoltaic (PV) installations are booming in Europe (and in other parts of the world), the local industry is closing down. Over the past two years, the European installed solar PV capacity has been multiplied by two. On the other hand, the remaining European manufacturers of solar PV panels are dying.
Global Gateway: Towards a European External Climate Security Strategy?
Transport, energy, water and telecommunications infrastructures are vital for economic development. These infrastructures are also fundamental for the achievement of the 2030 Sustainable Development Goals (SDGs), which have suffered a setback notably due to the Covid-19 pandemic, wars, and weak economic performance. Based on the Global Infrastructure Outlook, the world needs 97 trillion dollars ($) in infrastructure investments (energy, water, airports, ports, rail, road, and telecommunications) over 2016-2040, and based on the current investment trends ($79 trillion over the given period), the cumulative global infrastructure investment gap amounts to $18 trillion.
How to Make European e-SAF Production under RefuelEU Aviation Fly?
Three and a half years before the scheduled entry into force of the European regulation ReFuelEU Aviation (RFEUA), which requires aviation fuel suppliers at Union airports to offer a sustainable synthetic alternative (e-SAF), no sizeable commercial production unit (greater than 10,000 tons per year) is active within Europe yet, nor has it even passed the Final Investment Decision (FID). Is a major step in the European Union (EU) plans for decarbonizing air transport at risk of not happening, or at least being postponed for several years? Is Europe losing its bet to create a market for e-SAF? Under what conditions can this bet still be won? Could sovereignty and energy security preoccupations unlock necessary public support and help to overcome economic, financial, logistical or administrative obstacles?
The European Biomethane Sector at a Critical Juncture: Stronger Policy Alignment Will Matter
The European biomethane sector is at a critical juncture.
Europe’s Power Grid Challenge: A Make-or-Break for Accelerating Electrification
In April 2023, The Economist published an article pointing to the vast amounts of electricity infrastructure needed to reach energy transition goals.
Germany Maintains Its Single Electricity Price Zone: Implications
In December 2025, Germany refused to split its bidding zone despite recommendations from ENTSO-E, in order to preserve its federal unity, market liquidity, and the competitiveness of its industry, at the cost of persistent North-South imbalances.
Norway’s Energy Policy Dilemmas and Debates: In or Out?
2026 may prove to be the end of the Norwegian exception. Norway has long prided itself on the successful combination of fossil fuel extraction with a strong social democracy.
Securing critical raw material (CRM) value chains – a prerequisite for Europe’s technological resilience
At the heart of economic security, technological resilience is a backbone of the European Union’s (EU) competitiveness. The EU’s energy and digital transitions depend on critical raw materials (CRM).
The Strategic Dimension of Skills in the Clean Industrial Deal
In the competitiveness and energy transition battles, the European Union (EU) must master a determinant factor: skills.
The Energy Transition Faces Geopolitical Challenges. How Can Ideological Divides Be Overcome?
President Trump’s positions and policies, combined with record coal consumption and booming global electricity demand, geo-economic confrontation, and widespread concerns about energy security, are changing the game when it comes to understanding realistic decarbonization trajectories. The war in Europe is intensifying competition between defense and transition budgets. This is also the case elsewhere in the world.
Reconnecting With Europe's Nuclear DNA: a Political Question
As Europe's main source of low-carbon electricity, nuclear power is a strategic asset for tackling climate and geopolitical challenges.
Will the Western Nuclear Power Revival Take Place? The State of Extra-European Advances
Against the dual backdrop of the energy transition and the rapid transformation of the international order, the question of Western nuclear revival is being raised with renewed acuity.
Re-evaluating Copper Supply: The Crucial Role of Technology
Some authors argue that the energy transition is doomed to fail due to metal scarcity and the rising energy costs of extraction.
Energy Developments in the United Kingdom
The United Kingdom (UK) has traditionally been an example for its neighbours and the world in developing ambitious, innovative and effective energy policies.
Unlocking India’s Energy Transition: Addressing Grid Flexibility Challenges and Solutions
India is rapidly scaling up its renewable energy (RE) capacity, adding 15–20 GW annually, but the ambitious goal of 500 GW of non-fossil capacity by 2030 is at risk unless the pace accelerates.
The Troubled Reorganization of Critical Raw Materials Value Chains: An Assessment of European De-risking Policies
With the demand for critical raw materials set to, at a minimum, double by 2030 in the context of the current energy transition policies, the concentration of critical raw materials (CRM) supplies and, even more, of refining capacities in a handful of countries has become one of the paramount issues in international, bilateral and national discussions. China’s dominant position and successive export controls on critical raw materials (lately, germanium, gallium, rare earths processing technology, graphite, antimony) point to a trend of weaponizing critical dependencies.
The Aluminum Value Chain: A Key Component of Europe’s Strategic Autonomy and Carbon Neutrality
The United States of America (US), Canada and the European Union (EU) all now consider aluminum as strategic. This metal is indeed increasingly used, especially for the energy transition, be it for electric vehicles (EVs), electricity grids, wind turbines or solar panels.
The Prospects of Indonesia’s Nickel Boom Amidst a Systemic Challenge from Coal
Indonesia is a country that is booming economically and demographically. This not only matters for regional, political, and energy security, but also increasingly, for the world’s energy transitions, due to Indonesia’s large metal reserves, as well as its equally important coal consumption in industry and for power generation.
Over the last 20 years, Indonesia’s economy has been characterized by very dynamic growth, massive increases in its electricity demand, and coal consumption and exports. Hence, its greenhouse gas (GHG) emissions are on a steady growth trajectory, although the country has committed to lowering them by 32% (unconditional) or 41% (conditional) by 2030.
With its Organization for Economic Cooperation and Development (OECD) membership application, occurring in the context of global energy transition requirements and geopolitical confrontations, Indonesia is today at a crossroads.
European Solar PV Manufacturing: Terminal Decline or Hope for a Rebirth?
While solar photovoltaic (PV) installations are booming in Europe (and in other parts of the world), the local industry is closing down. Over the past two years, the European installed solar PV capacity has been multiplied by two. On the other hand, the remaining European manufacturers of solar PV panels are dying.
Global Gateway: Towards a European External Climate Security Strategy?
Transport, energy, water and telecommunications infrastructures are vital for economic development. These infrastructures are also fundamental for the achievement of the 2030 Sustainable Development Goals (SDGs), which have suffered a setback notably due to the Covid-19 pandemic, wars, and weak economic performance. Based on the Global Infrastructure Outlook, the world needs 97 trillion dollars ($) in infrastructure investments (energy, water, airports, ports, rail, road, and telecommunications) over 2016-2040, and based on the current investment trends ($79 trillion over the given period), the cumulative global infrastructure investment gap amounts to $18 trillion.
How to Meet the Industrial Challenge of Electric Mobility in France and in Europe
The deployment at scale of electric mobility in France and in Europe withholds significant industrial, societal, geopolitical, and financial challenges, against the backdrop of strategic dependencies along the value chain of the electric vehicle (EV).
Global Coal Markets at a Climax. An Era of Coal Decline is Finally about to Begin
In a previous note published in 2018, we noted that global coal demand had flattened. Several governments had announced coal phase-out plans, global coal power investment had contracted, and investment in greenfield coal mines was also at a standstill. The freezing of financial resources for coal projects might have indicated the beginning of a structural decline in coal demand and supply.
War and energy transitions: medium and long-term consequences
In a world already threatened by climate change, wars bring an additional component of instability. How do armed conflicts impact the energy transition, and what can be done about this? Learn more from the discussion featuring Marc-Antoine Eyl-Mazzega, Director of Ifri’s Center for Energy & Climate, moderated by Tatiana Mitrova, NEAH Founder and Director.
Energy sector: outlook and opportunities
The recent energy crisis has highlighted our economies' dependence on energy resources. With fossil fuels becoming less available, and a necessary transition to more decarbonised alternatives, could tomorrow's energy not become more expensive and less certain in availability?
Delhi to Paris: A strategic partnership
Prime Minister Narendra Modi’s visit to France on May 4 is his fifth since 2015, and the 10th such high-level bilateral visit.
Ifri, a foundation recognized as being of public utility, relies largely on private donors – companies and individuals – to guarantee its sustainability and intellectual independence. Through their funding, donors help maintain the Institute's position among the world's leading think tanks. By benefiting from an internationally recognized network and expertise, donors refine their understanding of geopolitical risk and its consequences on global politics and the economy. In 2026, Ifri partners with over 90 French and international companies and organizations.
