Clear Break: EU Can Construct Practically Twice As Many Wind Generators & EVs As It Wants Every Yr

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Within the first two months of the US-Israel conflict with Iran, fossil gas value spikes price Europe an extra €18.5 billion. Regardless of this vulnerability, electrification affords Europe a path away from this vulnerability. European producers can already produce twice as many wind generators and electrical automobiles because the continent deploys every year, and triple the variety of warmth pumps.

Ember’s new report, “A clear break: leaving fossil volatility for clear tech safety“, printed right this moment, finds that Europe’s clear tech manufacturing base is way stronger than generally assumed and that even the place imports are unavoidable, they carry essentially decrease dangers than the fossil fuels they substitute.

Fossil gas imports price EU €1.8 trillion in 4 years

Europe’s dependence on fossil fuels stays a major vulnerability. With 85% of its fossil gas provide imported from outdoors the bloc, the continent’s vitality prices and financial stability are instantly tied to markets it can’t management. Between 2021 and 2024, fossil gas imports price the EU €1.8 trillion. The evaluation exhibits that this publicity just isn’t inevitable: in 2025 alone, electrical automobiles in Europe prevented 67 million barrels of oil consumption, saving €4.1 billion in import prices.

European clear tech exports topped €30 billion in 2025

The report finds that European producers can already meet home demand for wind generators, electrical automobiles and warmth pumps. Annual manufacturing capability stands at 30 GW for wind generators towards 14 GW put in in 2025, 4.6 million EVs towards demand of two.6 million, and seven.5 million warmth pumps at practically 3 times present demand.

Europe’s wind sector is dwelling to a number of the world’s largest producers — Germany-based Siemens Gamesa was the most important provider of offshore wind generators throughout all world markets in 2025. In 2025, European exports of wind generators and EVs had been value simply over €30 billion. The clear tech manufacturing business already employs round 1.8 million individuals throughout the continent, based on the report this determine may attain 2.3 million by 2030.

Photo voltaic panels provide 20 years of energy from a single cargo

The place Europe does depend on imports — photo voltaic panels, battery electrodes, everlasting magnets — the report argues the dependency is structurally completely different from fossil fuels. A single cargo of photo voltaic panels generates as a lot electrical energy as one LNG tanker, however in contrast to LNG, the panels hold producing energy for over 20 years with none additional imports. Fossil fuels should be imported repeatedly; any disruption instantly hits shoppers. Clear tech, as soon as put in, retains producing vitality even when provide chains are disrupted.

“The US-Israel conflict with Iran has as soon as once more uncovered how weak Europe stays to occasions past its management. However the knowledge affords a extra encouraging image. Europe already has a powerful clear tech manufacturing base, and the place imports are wanted, the dangers are essentially completely different than within the case of fossil fuels. A photo voltaic panel is imported as soon as and generates home electrical energy for many years; fossil fuels require steady imports, and any disruption instantly places the lights out. Electrification just isn’t a trade-off between safety and affordability — it’s the path to each. The instruments and the manufacturing base are already there, what’s wanted now could be coverage that strikes as quick because the know-how.” — Tom Harrison,‍ Power Analyst, Ember

Article from Ember. Inventive Commons Attribution License (CC-BY-4.0).

About Ember: Ember is an impartial vitality assume tank that goals to speed up the clear vitality transition with knowledge and coverage. It creates focused knowledge insights to advance insurance policies that urgently shift the world to a clear, electrified vitality future.