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The great electrification

The great electrification is reshaping the energy system of the EU at unprecedented speed.

In focus
20 April 2026
RaboResearch

The great electrification of transport: Unlocking efficiency gains

The transport sector consumes 47% of all of the EU’s oil demand, and given the lack of significant oil reserves, this is almost entirely imported from abroad.

Research
16 April 2026
RaboResearch

Exclusive A Pause, Not a Pivot, in EU ETS

No immediate EU ETS intervention despite the energy shock: Oil and gas prices have surged since the Iran war began, but the EU is not moving toward aggressive ETS reforms

Research
30 March 2026
RaboResearch

How the EU maritime sector can decarbonize through biofuels, onshore power, and efficiency

A look at how FuelEU Maritime reshapes EU short sea shipping through biofuels, onshore power supply, and ship efficiency, amid long term biomass and grid challenges.

Research
30 March 2026
RaboResearch

The great electrification: Insights, gaps, and investment implications through scenario analysis

A comparative scenario review revealing electrification as a structural trend in the EU energy system, with all pathways showing rapid acceleration beyond 2030.

Research
26 March 2026
RaboResearch

Exclusive Wind and solar energy growth in Australia’s farming regions

This report outlines the main opportunities, risks, and key considerations for Australian farms considering working with wind and solar projects.

Research
25 March 2026
RaboResearch

Data center growth in Europe expands to emerging markets

Structural constraints in electricity systems and supporting infrastructure will increasingly shape data center growth in Europe.

Research
12 March 2026
RaboResearch

North America’s data center outlook: Strong demand, power hungry

Power access and community consent – not demand – will shape where North America’s next data centers rise, as the US, Canada, and Mexico expand at different speeds.

Research
3 March 2026
RaboResearch

Europe’s hydrogen infrastructure: The gap between ambition and reality

Europe has set ambitious goals for a continent-wide hydrogen network, but actual progress remains limited.

Research
26 February 2026
RaboResearch

Exclusive Europe's Gas Recalibration

Structural challenges in heating, industry, and power mean Europe’s natural gas use is on a gradual downward trajectory over the next decade, yet challenges remain.

Research
19 February 2026
RaboResearch

The great electrification: The EU’s drive toward a green, affordable, and autonomous energy system

Electrification in the EU is shifting from a climate goal to a strategy to tackle competitiveness challenges and the geopolitical risks of relying on fossil fuel imports.

Research
3 February 2026
RaboResearch

Exclusive Energy Charts of the Week

February 2nd update to our Energy Charts of the Week Series.

Research
2 February 2026
RaboResearch
Energy transition - Rabobank