LONDON — Prime Minister Keir Starmer usually goes out of his way not to annoy
Donald Trump. So he better hope the windmill-hating U.S. president doesn’t
notice what the U.K. just did.
In a fillip for the global offshore wind industry, Starmer’s government on
Wednesday announced its biggest-ever down payment on the technology.
It agreed to price guarantees, funded by billpayers to the tune of up to £1.8
billion (€2.08 billion) a year, for eight major projects in England, Scotland
and Wales.
The schemes have the capacity to generate 8.4 gigawatts of electricity, the U.K.
energy department said — enough to power 12 million homes. It represented the
biggest “wind auction in Europe to date,” said industry group WindEurope.
It’s also an energy strategy that could have been tailor-made to rankle Trump.
The U.S. president has repeatedly expressed a profound loathing for wind
turbines and has tried to use his powers to halt construction on projects
already underway in the U.S. — sending shockwaves across the global industry.
Even when appearing alongside Starmer at press conferences, Trump has been
unable to hide his disgust at the very sight of windmills.
“You are paying in Scotland and in the U.K. … to have these ugly monsters all
over the place,” he said, sitting next to Starmer during a visit to his
Turnberry golf course last year.
The spinning blades, Trump complained, would “kill all your birds.”
At the time, the prime minister explained meekly that the U.K. was seeking a
“mix” of energy sources. But this week’s investments speak far louder about his
government’s priorities.
The U.K.’s strategy — part of a plan to run the British power grid on 95 percent
clean electricity by 2030 — is a clear signal that for all Starmer’s attempts to
appease Trump, the U.K. will not heed Washington’s assertions that fossil fuels
are the only way to deliver affordable bills and secure supply.
“With these results, Britain is taking back control of our energy sovereignty,”
said Starmer’s Energy Secretary Ed Miliband, a former leader of the Labour
party.
“With these results, Britain is taking back control of our energy sovereignty,”
said Energy Secretary Ed Miliband. | Pool photo by Justin Tallis via Getty
Images
While not mentioning Trump or the U.S., he said the U.K. wanted to “stand on our
two feet” and not depend on “markets controlled by petrostates and dictators.”
WIND VS. GAS
The goal of the U.K.’s offshore wind drive is to reduce reliance on gas for
electricity generation.
One of the most gas-dependent countries in Europe, the U.K. was hit hard in 2022
by the regional gas price spike that followed Russia’s invasion of Ukraine. The
government ended up spending tens of billions of pounds to pay a portion of
every household energy bill in the country to fend off widespread hardship.
It’s a scenario that Miliband and Starmer want to avoid in future by focusing on
producing electricity from domestic sources like offshore wind that are not
subject to the ups and downs of global fossil fuel markets.
Trump, by contrast, wants to keep Europe hooked on gas — specifically, American
gas.
The U.S. National Security Strategy, updated late last year, states Trump’s
desire to use American fossil fuel exports to “project power.” Trump has already
strong-armed the European Union into committing to buy $750 billion worth of
American liquefied natural gas (LNG) as a quid pro quo for tariff relief.
No one in Starmer’s government explicitly named Trump or the U.S. on Wednesday.
But Chris Stark, a senior official in Miliband’s energy department tasked with
delivering the 2030 goal, noted that “every megawatt of offshore wind that we’re
bringing on is a few more metric tons of LNG that we don’t need to import.”
The U.K.’s investment in offshore wind also provides welcome relief to a global
industry that has been seriously shaken both by soaring inflation and interest
rates — and more recently by a Trump-inspired backlash against net zero and
clean energy.
“It’s a relief for the offshore sector … It’s a relief generally, that the U.K.
government is able to lean into very large positive investment stories in U.K.
infrastructure,” said Tom Glover, U.K. country chair of the German energy firm
RWE, which was the biggest winner in the latest offshore wind investment,
securing contracts for 6.9 gigawatts of capacity.
A second energy industry figure, granted anonymity because they were not
authorized to speak on the record, said the U.K.’s plans were a “great signal
for the global offshore wind sector” after a difficult few years — “not least
the stuff in the U.S.”
The other big winner was British firm SSE, which has plans to build one of the
world’s largest-ever offshore wind projects, Berwick Bank — off the coast of
Donald Trump’s beloved Scotland.
Tag - Offshore wind
It’s been a decade since the U.S. and Europe pushed the world to embrace a
historic agreement to stop the planet’s runaway warming.
The deal among nearly 200 nations offered a potential “turning point for the
world,” then-U.S. President Barack Obama said. Eventually, almost every country
on Earth signed the 2015 Paris Agreement, a pact whose success would rest on
peer pressure, rising ambition and the economics of a clean energy revolution.
But 10 years later, the actions needed to fulfill those hopes are falling short.
The United States has quit the deal — twice. President Donald Trump
is throttling green energy projects at home and finding allies to help
him undermine climate initiatives abroad, while inking trade deals that commit
countries to buying more U.S. fossil fuels.
Europe remains on track to meet its climate commitments, but its resolve is
wavering, as price-weary voters and the rise of far-right parties raise doubts
about how quickly the bloc can deliver its pledge to turn away from fossil
fuels.
Paris has helped ingrain climate change awareness in popular culture and policy,
led countries and companies to pledge to cut their carbon pollution to zero and
helped steer a wave of investments into clean energy. Scientists say it appears
to have lessened the odds of the most catastrophic levels of warming.
On the downside, oil and gas production hasn’t yet peaked, and climate pollution
and temperatures are still rising — with the latter just tenths of a degree from
the tipping point agreed in Paris. But the costs of green energy have fallen so
much that, in most parts of the world, it’s the cheapest form of power and is
being installed at rates unthinkable 10 years ago.
World leaders and diplomats who are in Brazil starting this week for the United
Nations’ annual climate talks will face a test to stand up for Paris in the face
of Trump’s opposition while highlighting that its goal are both necessary and
beneficial.
The summit in the Amazonian port city of Belém was supposed to be the place
where rich and poor countries would celebrate their progress and commit
themselves to ever-sharper cuts in greenhouse gas pollution.
Instead, U.S. contempt for global climate efforts and a muddled message from
Europe are adding headwinds to a moment that is far more turbulent than the one
in which the Paris Agreement was adopted.
Some climate veterans are still optimists — to a point.
“I think that the basic architecture is resistant to Trump’s destruction,” said
John Podesta, chair of the board of the liberal Center for American Progress,
who coordinated climate policy under Obama and former President Joe Biden. But
that resistance could wilt if the U.S. stays outside the agreement, depriving
the climate movement of American leadership and support, he said.
“If all that’s gone, and it’s gone for a long time, I don’t know whether the
structure holds together,” Podesta added.
Other climate diplomats say the cooperative spirit of 2015 would be hard to
recreate now, which is why acting on Paris is so essential.
“If we had to renegotiate Paris today, we’d never get the agreement that we had
10 years ago,” said Rachel Kyte, the United Kingdom’s special climate
representative.
“But we can also look to these extraordinary data points, which show that the
direction of travel is very clear,” she said, referring to growth of clean
energy. “And most people who protect where their money is going to be are
interested in that direction of travel.”
THE PARIS PARADOX
One thing that hasn’t faded is the business case for clean energy. If anything,
the economic drivers behind the investments that Paris helped unleash have
surpassed even what the Paris deal’s authors anticipated.
But the political will to keep countries driving forward has stalled in some
places as the United States — the world’s largest economy, sole military
superpower and historically biggest climate polluter — attacks its very
foundation.
Trump’s attempts to undermine the agreement, summed up by the 2017 White House
slogan “Pittsburgh, not Paris,” has affected European ambitions as well, French
climate diplomat Laurence Tubiana told reporters late last month.
“I have never seen such aggressivity against national climate policy all over
because of the U.S.,” said Tubiana, a key architect of the Paris Agreement. “So
we are really confronted with an ideological battle, a cultural battle, where
climate is in that package the U.S. government wants to defeat.”
The White House said Trump is focused on developing U.S. oil and engaging with
world leaders on energy issues, rather than what it dubs the “green new scam.”
The U.S. will not send high-level representatives to COP30.
“The Green New Scam would have killed America if President Trump had not been
elected to implement his commonsense energy agenda,” said Taylor Rogers, a
spokesperson. “President Trump will not jeopardize our country’s economic and
national security to pursue vague climate goals that are killing other
countries.”
Trump is not the only challenge facing Paris, of course.
Even under Obama, the U.S. insisted that the Paris climate pollution targets had
to be nonbinding, avoiding the need for a Senate ratification vote that would
most likely fail.
But unlike previous climate pacts that the U.S. had declined to join, all
countries — including, most notably, China — would have to submit a
pollution-cutting plan. The accord left it up to the governments themselves to
carry out their own pledges and to push laggards to do better. An unusual
confluence of political winds helped drive the bargaining.
Obama, who was staking part of his legacy on getting a global climate agreement,
had spent the year leading up to Paris negotiating a separate deal with China in
which both countries committed to cutting their world-leading pollution.
France, the host of the Paris talks, was also determined to strike a worldwide
pact.
In the year that followed, more than 160 countries submitted their initial plans
to tackle climate change domestically and began working to finish the rules that
would undergird the agreement.
“The Paris Agreement isn’t a machine that churns out ambition. It basically
reflects back to us the level of ambition that we have agreed to … and suggests
what else is needed to get back on track,” said Kaveh Guilanpour, vice president
for international strategies at the Center for Climate and Energy Solutions and
a negotiator for the United Kingdom during the Paris talks. “Whether countries
do that or not, it’s essentially then a matter for them.”
Catherine McKenna, Canada’s former environment minister and a lead negotiator of
the Paris Agreement’s carbon crediting mechanism, called the deal an “incredible
feat” — but not a self-executing one.
“The problem is now it’s really up to countries as well as cities, regions,
companies and financial institutions to act,” she said. “It’s not a treaty thing
anymore — it’s now, ‘Do the work.’”
WHEN GREEN TURNS GRAY
Signs of discord are not hard to find around the globe.
China is tightening its grip on clean energy manufacturing and exports, ensuring
more countries have access to low-cost renewables, but creating tensions in
places that also want to benefit from jobs and revenue from making those goods
and fear depending too much on one country.
Canadian Prime Minister Mark Carney, a former United Nations climate envoy,
eliminated his country’s consumer carbon tax and is planning to tap more natural
gas to toughen economic defenses against the United States.
The European Union spent the past five years developing a vast web of green
regulations and sectoral measures, and the bloc estimates that it’s roughly on
track to meet those goals. But many of the EU’s 27 governments — under pressure
from the rising far right, high energy prices, the decline of traditional
industry and Russia’s war against Ukraine — are now demanding that the EU
reevaluate many of those policies.
Still, views within the bloc diverge sharply, with some pushing for small tweaks
and others for rolling back large swaths of legislation.
“Europe must remain a continent of consistency,” French President Emmanuel
Macron said after a meeting of EU leaders in October. “It must step up on
competitiveness, but it must not give up on its [climate] goals.”
Poland’s Prime Minister Donald Tusk, in contrast, said after the same meeting
that he felt vindicated about his country’s long-standing opposition to the EU’s
green agenda: “In most European capitals, people today think differently about
these exaggerated European climate ambitions.”
Worldwide, most countries have not submitted their latest carbon-cutting plans
to the United Nations. While the plans that governments have announced mostly
expand on their previous ones, they still make only modest reductions against
what is needed to limit Earth’s warming since the preindustrial era to 1.5
degrees Celsius.
Exceeding that threshold, scientists say, would lead to more lives lost and
physical and economic damage that would be ever harder to recover from with each
tenth of a degree of additional warming.
The U.N.’s latest report showing the gap between countries’ new pledges and the
Paris targets found that the world is on track for between 2.3 and 2.5 degrees
of warming, a marginal difference from plans submitted in 2020 that is largely
canceled out when the U.S. pledge is omitted. Policies in place now are pointing
toward 2.8 degrees of warming.
“We need unprecedented cuts to greenhouse gas emissions now in an
ever-compressing timeframe and amid a challenging geopolitical context,” said
Inger Andersen, executive director of the U.N. Environment Programme.
But doing so also makes sense, she added. “This where the market is showing that
these kind of investments in smart, clean and green is actually driving jobs and
opportunities. This is where the future lies.”
U.N. Secretary-General António Guterres said in a video message Tuesday that
overshooting the 1.5-degrees target of Paris was now inevitable in the coming
years imploring leaders to rapidly roll out renewables and stop expanding oil,
gas and coal to ensure that overshoot was short-lived.
“We’re in a huge mess,” said Bill Hare, a longtime climate scientist who founded
the policy institute Climate Analytics.
Greenhouse gas pollution hasn’t fallen, and action has flat lined even as
climate-related disasters have increased.
“I think what’s upcoming is a major test for the Paris Agreement,
probably the major test. Can this agreement move forward under the weight of all
of these challenges?” Hare asked. “If it can’t do that, governments are going to
be asking about the benefits of it, frankly.”
That doesn’t mean all is lost.
In 2015, the world was headed for around 4 degrees Celsius of warming, an amount
that researchers say would have been devastating for much of the planet. Today,
that projection is roughly a degree Celsius lower.
“I think a lot of us in Paris were very dubious at the time that we would ever
limit warming to 1.5,” said Elliot Diringer, a former climate official who led
the Center for Climate and Energy Solutions’ international program during the
Paris talks.
“The question is whether we are better off by virtue of the Paris Agreement,” he
said. “I think the answer is yes. Are we where we need to be? Absolutely not.”
GREEN TECHNOLOGY DEFYING EXPECTATIONS
In addition, the adoption of clean energy technology has moved even faster than
projected — sparking what one climate veteran has called a shift in global
climate politics.
“We are no longer in a world in which only climate politics has a leading role
and a substantial role, but increasingly, climate economics,” said Christiana
Figueres, executive secretary of the United Nations Framework Convention on
Climate Change in 2015. “Yes, politics is important; no longer as important as
it was 10 years ago.”
Annual solar deployment globally is 15 times greater than the International
Energy Agency predicted in 2015, according to a recent analysis from the Energy
and Climate Intelligence Unit, a U.K. nonprofit.
Renewables now account for more than 90 percent of new power capacity added
globally every year, BloombergNEF reported. China is deploying record amounts of
renewables and lowering costs for countries such as Brazil and Pakistan, which
has seen solar installations skyrocket.
Even in the United States, where Trump repealed many of Biden’s tax breaks and
other incentives, BloombergNEF predicts that power companies will continue to
deploy green sources, in large part because they’re often the fastest source of
new electricity.
Costs for wind and batteries and falling, too. Electric vehicle sales are
soaring in many countries, thanks in large part to the huge number of
inexpensive vehicles being pumped out by China’s BYD, the world’s largest
EV-maker.
Worldwide clean energy investments are now twice as much
as fossil fuels spending, according to the International Energy Agency.
“Today, you can actually talk about deploying clean energy technologies just
because of their cost competitiveness and ability to lower energy system costs,”
said Robbie Orvis, senior director of modeling and analysis at the research
institution Energy Innovation. “You don’t actually even have to say ‘climate’
for a lot of them, and that just wasn’t true 10 years ago.”
The economic trends of the past decade have been striking, said Todd Stern, the
U.S. climate envoy who negotiated the Paris Agreement.
“Paris is something that was seen all over the world, seen by other countries,
seen in boardrooms, as the first time in more than 20 years when you finally got
heads of government saying, ‘Yes, let’s do this,’” he said. “And that’s not the
only reason why there was tremendous technological development, but it sure
didn’t hurt.”
Still, limits exist to how far businesses can take the clean energy transition
on their own.
“You need government intervention of some kind, whether that’s a stick or a
carrot, to push the economy towards a low-carbon trajectory,” said Andrew
Wilson, deputy secretary general of policy at the International Chamber of
Commerce. “If governments press the brakes on climate action or seriously start
to soft pedal, then it does have a limiting effect.”
Brazil, the host of COP30, says it wants to demonstrate that multilateralism
still works and is relevant to peoples’ lives and capable of addressing the
climate impacts communities around the world are facing.
But the goal of this year’s talks might be even more straightforward, said
Guilanpour, the former negotiator.
“If we come out of COP30 demonstrating that the Paris Agreement is alive and
functioning,” he said, “I think in the current context, that is pretty
newsworthy of itself.”
Nicolas Camut in Paris, Zi-Ann Lum in Ottawa, Karl Mathiesen in London and Zia
Weise in Brussels contributed to this report.
LONDON — Since Labour swept into office last year, Energy Secretary Ed Miliband
has traveled the country enthusing over the government’s dream of a humming,
futuristic net-zero economy.
The good news, according to polling released Wednesday, is that his vision still
has the backing of the public.
The bad news is that support is slipping — and voters aren’t convinced Miliband
is the guy to deliver it.
For Miliband’s political opponents, this validates their wider attacks on him as
an out-of-touch climate warrior, flogging a net-zero dream voters have rejected.
At Reform’s party conference Friday, party chair David Bull referenced “mad Ed
swivel-eyed Milliband.” Not to be outdone, the Conservatives have vowed to
squeeze every molecule of oil and gas from beneath the North Sea, deadly
heatwaves be damned.
But it also shines a light on a confusing feature of British politics: a
misalignment between the stories politicians want to tell about efforts to stop
climate change, and stuff the public actually care about.
At Reform’s party conference Friday, the party chair David Bull referenced “mad
Ed swivel-eyed Milliband.” | Leon Neal/Getty Images
The polling, conducted by progressive think tank More in Common and the Climate
Outreach NGO, found the number of people who think reaching net-zero emissions
will be good for the U.K. vastly outnumber those who think it will have a
negative effect — 48 percent versus 16 percent.
More people feel that the shift to clean energy has been fair than unfair. In
Scotland, more are proud of the offshore wind industry (63 percent) than the oil
and gas industry (54 percent).
“Those who seek to divide communities with climate disinformation will not win
because they do not represent the interests or values of the British people,”
Miliband said in a statement shared with the media.
Despite this, voters are hesitant about the personal impact of a country rushing
to go green. Seventy-four percent of people think the U.K.’s commitment to reach
net-zero emissions by 2050 will eventually cost them money personally. The gap
between those who think it will be beneficial for the U.K. versus harmful has
shrunk by 20 points in only a year.
This is frequently interpreted as a sign that a personal desire to help fix the
climate is butting up against the hard realities of net zero, which requires
changes like fitting millions of heat pumps and EV chargers and overhauling the
energy grid.
Further polling released by The Times Tuesday backs up the sense voters are
growing more divided on climate change. It shows support for net zero collapsing
among Reform and Conservative voters, while overall the issue has slipped from
voters’ list of top concerns.
But analysts from Climate Outreach said part of the problem isn’t the message
but the messengers.
“Politicians are not well trusted to speak about climate,” the NGO said in an
analysis shared with POLITICO. In fact, elected leaders were the least trusted
carriers of the climate message — beneath also-lowly ranked protesters and
energy company executives.
TRUST ISSUES
Voter wariness about pro-climate messages isn’t a feature of green politics in
particular, said Emma James, a researcher at Climate Outreach, but a symptom of
broader public cynicism about government.
“They don’t trust that politicians are there for people like them. Some audience
segments feel that the system is rigged against them,” she said.
It’s not net zero the public aren’t buying, it’s the ability of this government
— or any government — to deliver it. Voters believe the NHS remains broken.
National projects like high-speed rail lines and nuclear power stations keep
being delayed at higher and higher costs.
This creates a problem for Miliband. At a time of deep voter skepticism, his
Department for Energy Security and Net Zero (DESNZ) is pursuing precisely that
kind of major national project — involving upfront costs, disruption and complex
trade-offs, with the promise of huge savings to private and public purses down
the line. It will, Miliband argues, generate new jobs.
Under Rishi Sunak, the Conservatives went in search of their own set of climate
salespeople. | Carl Court/Getty Images
“We will win this fight by showing the visible benefits of the clean energy
transition,” insisted one Labour official, granted anonymity to discuss the
government’s internal deliberations.
The story of failure, however, is pervasive and self-reinforcing, said Richard
Johnson, a political scientist at Queen Mary University of London.
“Policy delivery has to be tied in with a compelling political narrative and the
political leadership that can tell that story and interpret what people are
seeing in front of their eyes,” he said. “I wonder now if there is such a high
level of cynicism … that even if you did tell a compelling narrative around
policy delivery, that people would not believe it.”
Johnson lays the blame with Miliband’s boss, U.K. Prime Minister Keir Starmer,
“who has been in a way almost catastrophically unable to put together a
compelling narrative for his government. Or, quite frankly, even his own
leadership.” Downing Street says it is focused on driving economic growth across
the country.
This is not isolated to Labour. Under Rishi Sunak, the Conservatives went in
search of their own set of climate salespeople — before deciding that there was
more political capital in ditching pro-climate policies.
Climate Outreach said Miliband could turn this problem into an “opportunity,” as
long as he laid off the grand projet and focused on the visible, local benefits
of climate policies.
And there is some evidence that Labour gets it, seen in the government’s move to
chip in for the energy bills of people living in sight of unpopular new
electricity pylons.
The more conservative or skeptical parts of the British electorate still had
deep enthusiasm for messages about protecting the environment, the pollsters
said. But most important, the NGO argued, was bringing other voices into the
frame.
While politicians are viewed very dimly indeed, experts and scientists are seen
as credible messengers, the polling shows. So too are those seen to understand
what life is like for normal British people. Farmers were among the messengers
who cut through most with traditionalists and those described by the pollsters
as “patriots.”
Jeremy Clarkson, DESNZ needs you.
Danish wind power giant Ørsted is suing the the Trump administration for its
order to halt work on the nearly completed Revolution Wind project off the coast
of New England.
Ørsted and its joint venture partner Skyborn Renewables filed a complaint in the
U.S. District Court for the District of Columbia on Thursday seeking to vacate
the stop-work order from Trump’s Interior Department, arguing that the
administration lacked the legal authority for the decision.
“The Project has spent billions of dollars in reliance on these valid
approvals,” the filing said. “The Stop Work Order is invalid and must be set
aside because it was issued without statutory authority, in violation of agency
regulations and procedures and the Fifth Amendment’s Due Process Clause, and is
arbitrary and capricious.”
The stop-work order was among several actions taken under President Donald Trump
— a longtime wind critic — to impede development of the nascent U.S. offshore
wind industry. Since the stop-work order, his administration has withdrawn
grants for offshore wind-related infrastructure projects and signaled in legal
proceedings that it intends to revoke permits for numerous projects approved
under former President Joe Biden.
The Interior Department last month ordered the halt to construction of the
massive Revolution Wind project off the coasts of Rhode Island and Connecticut
until the Bureau of Ocean Energy Management could assess the national security
risks and concern about its interference with reasonable uses of the surrounding
waters.
State and federal officials, labor unions and clean energy advocates have
pounced on the decision, arguing it will have a chilling effect on investments
across the country while also costing the region some 1,000 union jobs. ISO New
England, the region’s power grid operator, also warned that delaying the project
“will increase risks” to reliability.
The filing from the Revolution Wind project on Thursday noted that the Defense
Department had previously cleared the project to proceed.
Revolution Wind — which is 80 percent complete — received federal and state
permits in 2023 and had been expected to begin operations next year. Its 65
turbines would have a production capacity of 704 megawatts, which could provide
clean energy to power more than 350,000 homes in Connecticut and Rhode Island.
The filing said that if unabated, the stop-work order “will inflict devastating
and irreparable harm” on Revolution Wind, which has already spent or committed
about $5 billion on the project and will incur more than $1 billion in costs if
the project is canceled.
A person close to the decision to sue the administration said Thursday that the
“important” legal step is part of a multitrack approach, but noted that
conversations with stakeholders, including at state and federal levels, continue
to seek a resolution.
The Interior Department said Thursday that it does not have comment on
litigation. The White House did not immediately respond to a request for
comment.
Policymakers are overlooking a $370 billion market that will determine whether
climate goals succeed or fail. In the grand narrative of the clean energy
transition, materials like lithium, rare earths and silicon dominate headlines.
Yet the most strategically important materials for this transition may be hiding
in plain sight, dismissed by policymakers as environmental villains rather than
recognized as the enablers of human progress they truly are.
The $370 billion blind spot
Polyolefins — the family of materials that includes polyethylene and
polypropylene — represent perhaps the greatest strategic oversight in
contemporary clean industry policy
Here is a reality check. Polyolefins represent a global market approaching $370
billion, growing at over 5 percent annually.1,2 They make up nearly half of all
plastics consumed in Europe.3 By 2034, global production is expected to hit 371
million tons.4 Yet in the European Union’s Clean Industrial Deal — a €100
billion strategy for industrial competitiveness — polyolefins receive barely a
mention.4
This represents a profound strategic miscalculation. While policymakers focus on
securing access to exotic critical materials like lithium and cobalt, they
overlook the fact that polyolefins are already critical materials— they simply
happen to be abundant rather than scarce. In the infrastructure-intensive clean
energy transition ahead, abundance is not a weakness; it is the ultimate
strategic advantage.
> While policymakers focus on securing access to exotic critical materials like
> lithium and cobalt, they overlook the fact that polyolefins are already
> critical materials.
The EU’s REPowerEU plan calls for 1,236 GW of renewable capacity by 2030 — more
than double today’s levels.4 Every offshore wind farm, solar array and electric
grid connection depends on polyolefins. They insulate cables, protect components
and form structural parts of turbines and solar panels. Every solar panel relies
on polyolefin elastomers to protect its inner workings for up to 30 years, even
in harsh weather.8 And every grid connection depends on polyethylene-insulated
cables to carry electricity efficiently across long distances. 7
Multiply these requirements across thousands of installations, and the strategic
importance of polyolefins becomes undeniable. Yet, currently, the policy
framework treats these materials as afterthoughts, focusing instead on the
relatively small quantities of rare elements in generators and inverters while
ignoring the massive volumes of polyolefins that make the entire system
possible.
Beyond energy: the hidden dependencies
The strategic importance of polyolefins extends far beyond energy
infrastructure. As one example, modern medical systems depend fundamentally on
polyolefin materials for syringes, IV bags, tubing and protective equipment.
Global food security increasingly depends on polyolefin-based packaging systems
that extend shelf life, reduce waste and enable distribution networks — feeding
billions of people. Meanwhile, water infrastructure relies on polyethylene pipes
engineered for 100-year lifespans. These applications are rarely considered
alongside energy priorities — a dangerous fragmentation of strategic thinking.
The waste challenge and a circular solution
Let’s be clear, plastic waste is a real environmental challenge demanding urgent
action. However, the solution is not abandoning these essential materials, it is
building the infrastructure to capture their full value in circular systems.
The fundamental error in current approaches is treating waste as a material
problem rather than a systems problem. Europe currently captures only 23 percent
of polyolefin waste for recycling, despite these materials representing nearly
two-thirds of all post-consumer plastic waste.3 That’s not because the material
can’t be recycled. The infrastructure to do so isn’t at the scale needed to
collect, sort and recycle waste to meet future circular feedstock needs.
Polyolefins are among the most recyclable materials we have. They can be
mechanically recycled multiple times. And with chemical recycling, they can even
be broken down to their molecular building blocks and rebuilt into
virgin-quality material. That’s not just circularity, it’s circularity at scale.
This matters because the EU’s target of 24 percent material circularity by 20305
is unlikely to be met without polyolefins. However, current frameworks treat
them as obstacles rather than enablers of circularity.
The economic transformation
The transition represents an economic transformation, creating competitive
advantages for regions implementing it effectively. A region processing 100,000
tons of polyolefin waste annually could capture €100-130 million in additional
economic value while creating up to 1,000 jobs.6
> A region processing 100,000 tons of polyolefin waste annually could capture
> €100-130 million in additional economic value while creating up to 1,000 jobs.
At the end of the day, the clean energy transition must be affordable.
Polyolefins help make that possible. They’re cheaper, lighter and longer lasting
than many alternatives. Manufacturers with access to cost-effective recycled
feedstocks can reduce input costs by 20-40 percent compared with virgin
materials. Polyethylene pipes cost 60-70 percent less than steel alternatives
while lasting twice as long.9 These aren’t marginal gains. They’re system-level
efficiencies that make the difference between success and failure at scale.
The strategic choice
The real challenge isn’t technical, it’s institutional. Polyolefins sit at the
crossroads of materials, environmental and industrial policy, yet these areas
are treated as separate domains.
There’s also a geopolitical angle. Unlike lithium or rare earths, polyolefins
can be produced from diverse feedstocks — natural gas, biomass and even captured
CO2 — enabling domestic production and supply chain resilience. This flexibility
is a major asset, but current policies largely overlook it.
> The path forward requires recognizing polyolefins as strategic assets rather
> than environmental problems.
The path forward requires recognizing polyolefins as strategic assets rather
than environmental problems. This means including them in critical materials
assessments — not because they are scarce, but because they are essential. It
means coordinating research and development efforts rather than leaving them to
fragmented market forces. Most importantly, it means recognizing that the clean
energy transition will succeed or fail based on our ability to build
infrastructure at unprecedented scale and speed. And that infrastructure will be
built primarily from materials that combine performance, abundance,
sustainability and cost-effectiveness in ways only polyolefins can provide.
The choice facing policymakers is clear: continue treating polyolefins as
problems to be managed or recognize them as strategic assets enabling the clean
energy future. The regions that understand this integration first will shape the
global economy for decades to come.
--------------------------------------------------------------------------------
1. Grand View Research. (2024). Polyolefin Market Size, Share, Growth |
Industry Report, 2030. Retrieved from
https://www.grandviewresearch.com/industry-analysis/polyolefin-market
2. Fortune Business Insights. (2024). Polyolefin Market Size, Share & Growth |
Global Report [2032]. Retrieved from
https://www.fortunebusinessinsights.com/polyolefin-market-102373
3. Plastics Europe. (2025). Polyolefins. Retrieved from
https://plasticseurope.org/plastics-explained/a-large-family/polyolefins-2/
4. European Commission. (2025). Clean Industrial Deal. Retrieved from
https://commission.europa.eu/topics/eu-competitiveness/clean-industrial-deal_en
5. European Commission. (2022). Circular economy action plan. Retrieved from
https://environment.ec.europa.eu/strategy/circular-economy-action-plan_en
6. Watkins, E., & Schweitzer, J.P. (2018). Moving towards a circular economy
for plastics in the EU by 2030. Institute for European Environmental Policy.
Retrieved from
https://ieep.eu/wp-content/uploads/2022/12/Think-2030-A-circular-economy-for-plastics-by-2030-1.
7. Institute of Sustainable Studies (2025). EU Circular Economy Act aims to
double circularity rate by 2030 EU Circular Economy Act – Institute of
Sustainability Studies
8. López-Escalante, M.C., et al. (2016). Polyolefin as PID-resistant
encapsulant material in PV modules. Solar Energy Materials and Solar Cells,
144, 691-699. Retrieved from
https://www.sciencedirect.com/science/article/pii/S0927024815005206
9. PE100+ Association. (2014). Polyolefin Sewer Pipes – 100 Year Lifetime
Expectancy. Retrieved from
https://www.pe100plus.com/PPCA/Polyolefin-Sewer-Pipes-100-Year-Lifetime-Expectancy-p1430.html
--------------------------------------------------------------------------------
LONDON — Developers have pulled the plug on one of the U.K.’s biggest offshore
wind projects, in a blow to the government’s clean power 2030 ambitions.
Danish renewables firm Ørsted said its decision to “discontinue” the 2.4
gigawatt Hornsea 4 wind farm “in its current form” was a result of rising supply
chain costs and higher interest rates.
The project secured government guarantees under the flagship contracts for
difference scheme only eight months ago and had been due to start operating by
the end of 2030.
The firm said it will will “evaluate options for future development of the
Hornsea 4 project given the continuing seabed rights, grid connection agreement
and development consent order,” but confirmed it could no longer deliver the
project as planned.
Increased offshore wind capacity is expected to form the backbone of Prime
Minister Keir Starmer’s ambitious plan to power the U.K. almost entirely with
low carbon sources by 2030. The potential loss of 2.4GW of potential capacity is
a significant setback.
A spokesperson for the Department of Energy Security and Net Zero said the
government would “work with Ørsted to get Hornsea 4 back on track” and insisted
that there was still “a strong pipeline of projects to deliver clean power by
2030.”
The next round of subsidy allocations under the contracts for difference scheme
— known as allocation round seven (AR7) — is due later this year and is seen as
a final chance to secure sufficient offshore wind capacity to hit the
government’s 2030 goal.
An energy industry figure, granted anonymity to speak about government
decision-making, said the loss of Hornsea 4 “raises the stakes quite a bit for
AR7.”
The 2030 goal was still achievable, they said, “but it’s obviously a significant
amount of capacity that now will have to be sought elsewhere if the project
can’t get back up and running.”
LONDON — When Octopus Energy boss Greg Jackson appeared on Desert Island Discs
in 2023 — one of the U.K.’s longest-running, most-loved BBC radio shows — his
first song choice was a 1980s banger: Yazz’s “The Only Way Is Up.”
The optimism was on-brand for Jackson, one of the energy industry’s most
polished lobbyists with half of Westminster on speed dial.
Octopus, the clean energy start-up he founded in 2015, this year became the
single largest provider to U.K. households. The multibillion pound firm has its
tentacles firmly around the corridors of power, selling politicians on its
vision of homes aided by smart meters, solar panels and other green tech.
Within days of Labour’s sweeping general election victory in July, Jackson was
in the Treasury, a poster boy for new Chancellor Rachel Reeves’ promise to hook
clean energy ambitions to economic growth.
And he wasn’t just courting Reeves.
Jackson and his colleagues met new Labour energy ministers 10 times in the 12
weeks after the election, according to official records. They were picking up
where they left off — transparency data shows the firm had dozens of meetings
with Conservative ministers in their final full year in charge of the country.
Jackson has always brought “interesting and novel” ideas to Whitehall, one
energy policy veteran said admiringly. He is a “likable” guy, said a former
senior Westminster official also lobbied by Jackson, and a “key voice” in the
green debate, according to Wera Hobhouse, a Lib Dem MP who has seen Jackson up
close from her seat on parliament’s Energy Security and Net Zero Committee.
Now the Octopus boss has his lobbying sights set on an obscure technical change
to the energy system, which comes with huge potential consequences.
He is trying to persuade ministers to overhaul completely how electricity prices
are set — precisely the sort of reform which would hand a newer, tech-driven
business an advantage over its rivals.
And he might just win.
MY FRIENDS ED AND RISHI
Those Whitehall meetings included four chats with Energy Secretary Ed Miliband.
(“My friend,” as Miliband cheerfully called Jackson when the two shared a stage
at an Octopus-backed event last November.)
Jackson has an unerring habit of getting access to the very top.
Octopus, this year became the single largest provider to U.K. households. | Leon
Neal/Getty Images
When the Conservative government announced plans in fall 2023 to water down a
series of net zero policies, then Prime Minister Rishi Sunak found time that
morning to call the Octopus boss with a quick heads-up.
These days, Jackson sits on the board advising Labour on its industrial
strategy, where he rubs shoulders with former Energy Secretary Greg Clark and
Shriti Vadera, once Gordon Brown’s right-hand-woman in the Treasury. The board’s
inaugural meeting was hosted by Reeves and Business Secretary Jonathan Reynolds.
Jackson’s business success helps explain why ministers, desperate both to
breathe life into a flagging economy and to honor a promise to clean up the
energy grid by 2030, want him around.
Financial backers have coughed up hundreds of millions of pounds for stakes in
his company. (Jackson still has a four percent share). The massive Canada
Pension Plan Investment Board has put in cash. Generation Investment Management,
co-founded and chaired by former U.S. Vice-President Al Gore, struck a $600
million deal in September 2021.
Now Octopus has a net asset value of over £7 billion, operating across 32
countries. Its sprawling high-tech central London office is all a bit Silicon
Valley — open plan, floor-to-ceiling windows, fridges filled with beers. There
are enough screens to grace a NASA mission control room.
Informal around the office, the boss favors a quarter-zip fleece and jeans.
“I’ve worn a suit, I think, to Buckingham Palace,” Jackson told POLITICO in
February, referring to a visit to see King Charles III two years ago. Presumably
unused to formal attire, Jackson split his trousers in the car on the way,
forcing a last-minute dash to the tailor.
Jackson paints these connections — with prime ministers and vice presidents,
kings and government ministers — as a natural extension of his work. Not
everything is rosy (Octopus lost money each year until 2023 and this year its
earnings slid nearly 60 percent), but Jackson is bullish.
“We’re the biggest energy retailer so, with seven-and-a-half-million customers,
we’ve got very strong views on what’s needed to drive prices down and improve
standards,” he said.
ON THE INSIDE
Those views have found a receptive audience in the corridors of power.
Octopus are very effective lobbyists, said Adam Bell, an ex-official who spent
eight years immersed in energy policy at the old Department for Business, Energy
and Industrial Strategy.
“Octopus, unlike other retailers at the time, tended to bring forward regulatory
asks that were interesting and novel — things intended to give them freedom to
experiment with new consumer offers,” he said. The firm “became quite popular in
the department.”
Jackson is “one of the best communicators around on the consumer and technology
trends driving the energy transition,” agreed another former Whitehall official,
granted anonymity to discuss lobbying. He “has a really useful role to play in
communicating this agenda to the public,” said a further Westminster figure.
Those Whitehall meetings included four chats with Energy Secretary Ed Miliband.
| Carl Court/Getty Images
Not everyone is a fan, mind.
Some industry figures suggested Jackson enjoyed access to the new government
mainly because ministers doubt he will rock the boat.
“Labour see him as the ‘no-new-friends strategy,’” said one. “As in: They knew
him beforehand, and kind of see him as on the inside. Is he using that to his
personal benefit?”
Another industry figure shrugged: “He tells people what they want to hear. If
you only tell people what they want to hear, then they tend to listen to you.”
Like any seasoned lobbyist, Jackson insists he will work with politicians of any
stripe. But the Labour links are undeniably there — he was once head of the
left-wing pressure group Labour List.
“I mean, briefly, yeah,” he admitted. Companies House data shows he was a
director at the group for over six years. Jackson insisted that was just “to
keep the lights on until they got a management team.”
“I’ve been in the room more with the previous government than this one,” he
said.
The Westminster hobnobbing is certainly relentless. Octopus met Conservative
ministers 41 times in 2023, out-lobbied in the energy sector only by industry
giants EDF and BP, according to Global Witness data.
Jackson shrugs off the criticism. Rivals “find it easier to grab your shirt to
try and drag you back than to improve their own performance,” he said.
THE NEXT FIGHT
Octopus has plenty of experience fighting (and winning) lobbying and legal
battles.
It repelled attempts by larger firms in 2022 to tighten rules on financial
reserves. A year later it prevailed in a protracted legal battle with British
Gas over the takeover of collapsed provider Bulb.
Now Jackson’s eyes are firmly set on another big prize: electricity market
reform.
Now the Octopus boss has his lobbying sights set on an obscure technical change
to the energy system, which comes with huge potential consequences. | Pool Photo
by Leon Neal via Getty Images
It would be the most seismic change to the market since privatization, replacing
a single national electricity price with hundreds — possibly thousands — of
prices across the U.K., determined by local supply and demand.
It comes down to an obscure government consultation process opened nearly three
years ago and still unresolved: the Review of Electricity Market Arrangements
(REMA.)
Advocates for locational pricing say it would bring down bills for consumers
everywhere. It would certainly boost firms like Octopus which rely on tech and a
much more flexible electricity grid. The offer of cheaper bills is not a purely
altruistic lobbying move, of course, given the chance it would also help Jackson
gobble up even more U.K. market share from his rivals.
Many big developers are just as staunchly opposed and are lobbying ministers
just as fiercely. They argue it could make electricity pricing unpredictable and
deter investment essential to the U.K.’s green goals. Trade bodies like
Renewable UK, Solar Energy UK and Steel UK are lined up against it, too.
The lobbying spat will continue until a REMA decision arrives, expected in the
summer. The government says only that an update will come “in due course.”
The second industry figure quoted above was scathing. “He doesn’t build
anything,” they said of Octopus’s contribution, adding: “His argument means not
building any new infrastructure, but this network needs investment.”
Chris O’Shea, boss of British Gas owner Centrica, is critical, too, even if he
avoided mentioning Jackson by name. “I think we [should] listen to companies
that are actually putting their hands in their pockets. I think we should be
dubious about companies that have not put their hands in their pockets,” O’Shea
said.
“It’s not true to say we don’t build stuff,” parried Jackson, pointing to the
renewables assets operated by Octopus’s energy generation arm.
He batted away the broader criticism. “I think companies are typically acting in
what they think [is the] public interest,” he said — before suggesting it
involved a dose of special pleading from developers, too. “It is notable that
the companies that earn money from building wind farms, whether they’re turned
on or not, are also the ones that earn money from building grid, right?”
Octopus has allies in its fight.
Ofgem, the energy regulator, backs reform. “[W]e do see the attractions … in
something that begins to separate the country into different zones and allows
prices to settle more organically where they are,” Chief Executive Jonathan
Brearley told POLITICO in December.
Tech firms, also a highly influential lobbying voice, reckon local pricing would
help them power energy-hungry data centers. Small retail suppliers like Good
Energy back the reforms, too.
“It’s the needs of 30 million households and businesses that should come first,”
Jackson said on X in February, pressing the case for reform.
On his Desert Island Discs playlist, Jackson also chose “The Gambler” by Kenny
Rogers. In public, and in the closed-off rooms of Westminster, he has laid his
latest bet.
BRUSSELS — Germany’s political system and social cohesion are at stake unless it
restricts Chinese wind turbines in the country, a government-backed analysis
seen by POLITICO warns.
The report, which the German defense ministry commissioned, argues Beijing could
purposefully delay projects, harvest sensitive data and remotely shut down
turbines if given access to wind farms. It also advises the country to stop an
existing wind project using Chinese turbines from going ahead.
“When using systems or components from Chinese manufacturers … given the
political situation, it can even be assumed that such a slowdown or even
disruption would be deliberately used by China as a means of political pressure
or even as an instrument of economic warfare,” reads the report, prepared last
month by the German Institute for Defense and Strategic Studies think tank.
“A destabilization of both the political system, the business model of German
industry and social cohesion cannot therefore be ruled out due to a lack of or
insufficient planning security in the energy sector,” it adds.
The analysis comes amid growing concerns related to critical infrastructure
risks in Europe. Since 2022, at least six separate incidents of suspected
underwater sabotage have taken place in the Baltic Sea.
Meanwhile, Brussels has begun cracking down on Chinese wind suppliers after
suspecting them of receiving state subsidies to beat out European competitors
for European Union projects. Last year, the European Commission, the EU’s
executive, opened a probe into Beijing-linked wind projects in Bulgaria, France,
Greece, Romania and Spain.
Now those risks are likely to increase if ties worsen with Beijing, according to
Andrea Scassola, vice president of wind research at the Rystad consultancy.
“What we are seeing … is intensifying great power rivalry, and at a time when
our world is more interconnected than it has ever been — it’s a magnifier of
vulnerability and risks,” he said.
Overdependence on China also raises the risk of cyberattacks that could “lead to
a shutdown of production,” Scassola said, adding that similar public warnings or
legal moves to restrict Beijing’s access have already taken place in the
Netherlands, the United Kingdom, Poland and Lithuania.
The report makes similar warnings. If relations sour with China, Beijing could
delay the operation of new farms by “at least four to five years” between the
planning approval and commissioning stages, the analysis reads, and could
coordinate other disruptive efforts with Russia.
Part of the danger also comes from the access that manufacturers get to
turbines, according to the study. Beijing’s suppliers would have access to
computer programs that control active turbines and collect data from hundreds of
radars built into farms, it states — a significant issue given that wind
produced a third of Germany’s electricity last year and a fifth of the EU’s
power.
In sum, the report argues, that would hand China “considerable blackmail
potential in the future.”
Germany’s defense ministry and the German Institute for Defense and Strategic
Studies declined to comment on the report.
PUBLIC SAFETY ISSUE
Despite the warnings, Germany has already begun eyeing Chinese firms as
potential suppliers.
Last year, project developer Luxcara announced it had selected Beijing’s Ming
Yang Smart Energy to supply 16 turbines for its “Waterkant” offshore wind farm
in northwest Germany.
The report warns that the “first time use of Chinese wind turbines must be
prevented” on “public safety” grounds, since it risks creating a reliance on
Beijing’s expertise and giving it access to “essential elements of German
critical infrastructure” near militarily relevant training areas.
That’s not the first time the Chinese manufacturing giant’s overtures to Europe
have come under scrutiny. Ming Yang supplied 10 turbines for an offshore wind
farm in southern Italy that was completed in 2022; Britain’s investment minister
also met with the company in December to discuss its business prospects in the
U.K., POLITICO revealed last week.
Germany’s wind industry is wary of the Waterkant project, too. Local turbine
makers see projects with Beijing’s products as a “massive risk,” said Karina
Würtz, managing director of the German Offshore Wind Energy Foundation, while
acknowledging that projects like Waterkant face “threats to [their] commercial
viability” if Chinese suppliers withdraw.
Berlin must now “investigate into that risk, honestly and in-depth,” she said,
and push ahead with enforcing EU laws like the 2023 NIS2 directive, which
includes measures to mitigate cybersecurity threats, as soon as a new government
is formed after the Feb. 23 election.
The report, meanwhile, suggests that Berlin explore legal tools like its
national procurement law and Wind Energy at Sea Act to exclude Chinese firms
from contracts on defense or public safety grounds.
Ming Yang did not respond to questions sent by POLITICO. Luxcara declined to
comment.
LONDON — Britain’s investment minister met with China’s biggest offshore wind
company last year, amid security fears about the role of Chinese firms in U.K.
and European energy projects.
Ministerial transparency documents published this week reveal that Poppy
Gustafsson met with Ming Yang Smart Energy Group Limited on Dec. 4 for a dinner.
Officials confirmed to POLITICO that the minister discussed the company’s
business aspirations in the U.K.
The meeting was held in China during a visit last year, the month before
Chancellor Rachel Reeves visited the country to drum up investment.
Earlier this month, The Sun newspaper revealed that Ming Yang was selected by a
joint Italian-Norwegian-Japanese venture to provide turbines for its Green Volt
North Sea wind farm, set to be Europe’s largest floating green energy project.
Norway rejected the firm’s bid for a tender last year over national security
concerns, the paper said.
Ming Yang are also in talks to open a turbine plant in Scotland if the Green
Volt deal is given the go-ahead, having been given “priority status” to set up
the manufacturing base, according to The Daily Mail.
A trade department spokesperson said: “The investment minister has met with a
number of companies, including MingYang Smart Energy Group, as part of her role
to drive forward the government’s plan for change, including making the U.K.
into a clean energy superpower and delivering economic growth.”
SECURITY CONCERNS
Opposition MPs in the U.K. parliament raised concerns with ministers last week
about the reports Ming Yang could be handed a role in building U.K. net zero
infrastructure.
Questioning Energy Minister Kerry McCarthy, Conservative Shadow Energy Secretary
Andrew Bowie said: “The indication that Ming Yang will get the greenlight from
the Treasury to supply wind turbine technology to the Greenvolt wind farm in the
North Sea is concerning.”
Bowie added that “alarm bells have been sounded by officials in [the Department
for Energy Security and Net Zero] and indeed in the Ministry of Defence.”
DESNZ refused to tell POLITICO whether its officials had raised concerns with
the Treasury. The Department for Business and Trade declined to comment on
whether Gustafsson had raised any security concerns with Ming Yang during last
year’s meeting.
Bowie said he, along with other MPs, had been briefed in recent weeks by the
Royal Navy “on the vulnerability of our subsea communications and energy
infrastructure. … If Chinese-manufactured turbines are installed, security
experts have warned that sensors could spy on British seas, defense submarine
programs, and indeed the layout of our energy infrastructure.”
Lib Dem MP Pippa Heylings told the Commons: “A former MI6 chief has warned of
vulnerabilities, either deliberate or inadvertent, posed by foreign software
embedded in our energy infrastructure.”
BRITAIN’S INTELLIGENCE SERVICES
MI5 is currently helping the government establish the extent to which Chinese
technology could pose potential security threats, according to The Financial
Times, as part of the new Labour government’s audit of policies towards China.
The government’s evolving position on China, which aims to balance the need for
economic growth with its security concerns, will include its upcoming Foreign
Influence Registration Scheme — a U.S.-style register of the work of foreign
states in Britain. The scheme includes Russia, China and Iran, countries which
MI5 views as the main state threats to the U.K.
The Home Office last month issued guidance to the U.K.’s private intelligence
and security industry which included examples of how state threats could
destabilize critical infrastructure. “Tactics can include collecting information
about design, configuration and operation for technical access, or to gain
control of supply chains through investment or monopolisation,” the department
noted.
In 2019 GCHQ — an arm of MI6 — told parliament’s Intelligence and Security
Committee that Chinese cyber actors had previously targeted Britain’s energy
sector, which saw one FTSE 100 energy company compromised, seeing commercially
sensitive information stolen.
Ming Yang did not respond to a request for comment from POLITICO. The firm also
met with Tory ministers during their time in government. Conservative ministers
did not declare receiving any hospitality from the company.
Andrew Bowie on Thursday sought to lay the blame squarely on Energy Secretary Ed
Miliband.
Bowie told POLITICO: “We have been warning that Labour’s eco-zealotry will
offshore this country’s energy security to China, and now the evidence is clear.
“By throwing billions of pounds of taxpayers’ cash into a breakneck rush to net
zero, all to appease Ed Miliband’s ideology and vanity, Labour will hand control
of our supply chains to foreign powers, leaving critical infrastructure at the
mercy of China and Russia.”
A spokesperson for Miliband did not respond to a request for comment in time for
deadline.
FLAMANVILLE, France — EU industry chief Stéphane Séjourné traveled to a nuclear
plant in Normandy this week with a message for Brussels: It’s time to heed
nuclear advocates.
“There’s a part of Europe that I believe is the majority today, which considers
that nuclear power should be part of our decarbonization strategy,” Séjourné
told POLITICO aboard a regional train returning to Paris Thursday evening.
“The economic and social context has changed,” he added. “So did the political
context.”
Séjourné’s atomic push is part of a broader French-led offensive to turn the
tide on nuclear power in Brussels.
The EU has traditionally omitted atomic energy from the incentives it extends to
renewable energy sources like wind and solar. But nuclear advocates like France
want to change that, arguing that as a low-carbon option nuclear deserves
greater support from Brussels to help speed the green transition.
Now France has Séjourné in Brussels, a vocal commissioner pushing to have that
stance incorporated in the Clean Industrial Deal, the EU’s upcoming plan to help
industries cut carbon emissions and keep manufacturers in business, due out Feb.
26.
He’s got plenty of people cheering him on. The war in Ukraine, the ensuing
energy crisis and Europe’s nuclear-friendly rightward shift have all boosted the
standing of atomic energy across the continent.
There’s also the fact that Germany, France’s nemesis on all things nuclear, is
distracted by internal politics and a flagging economy, creating a political
opening nuclear advocates don’t want to miss.
Accordingly, nuclear proselytizers are pouncing. Last week the French Medef
organization, which includes business lobbies from 13 EU countries plus the
U.K., signed a declaration asking for increased EU support for the nuclear
sector.
The new group aims to be a private-sector equivalent to the Nuclear Alliance,
within which a dozen EU member countries, led by Paris, regularly meet during
gatherings of energy ministers in Brussels.
There is an “economic logic” to reviving nuclear power in Europe, Séjourné said,
calling it a competitive asset.
Nuclear power “is low carbon, [is] aligned with European sovereignty, and is
lowering prices because the amount of [electricity] production is just huge,” he
argued.
There’s just one problem with those claims: The last nuclear reactors built or
under construction in Europe have all experienced major delays and cost
overruns, raising questions about the industry’s ability to deliver new reactors
on time and on budget.
French nuclear giant EDF’s latest reactor, built at the Flamanville power plant
that Séjourné visited this week, has come to symbolize the industry’s
difficulties. Construction took 17 years instead of five and cost seven times
more than planned, according to a recent report from the French audit body.
Although industry representatives say they can go faster if given clear targets,
those struggles have spurred French authorities to err on the side of caution.
One of the conditions set by the French government for approval of public
financing for six new nuclear reactors is that these must produce electricity at
“competitive” prices compared to renewable energy sources like offshore wind,
Joël Barre, the senior official tasked with overseeing France’s nuclear
relaunch, recently told POLITICO.
Even though the political winds seem to be blowing in Séjourné’s favor, however,
his unvarnished nuclear proselytizing could come with political risks.
Asked whether he was worried his move would alienate some of his fellow EU
commissioners, the former French foreign minister, who is a close ally of
President Emmanuel Macron, said he had been sent to Brussels “to make a
difference.”
“You have to respect those who disagree, that’s why there are discussions,”
Séjourné added, an EU flag pinned to his lapel. “But that shouldn’t prevent the
French commissioner from making strong statements on this topic.”