Europe Energy Transition Market Analysis by Sectors (Power, Electrical Vehicles, Renewable Fuels, Hydrogen and CCS/CCU) and Trends

Pages: 31 Published: October 10, 2022 Report Code: GDUKOG86770

Europe has the potential to be the leading region in the five main sectors needed for energy transition, two of which are currently at a high development stage, namely renewable energy and electric vehicles. Further policies and actions need to be implemented to increase its capacity in the other three sectors. The energy supply sector is also the main responsible for the CO2 emissions in the region.  

Scope

Regional Energy Transition in Europe

Policies supporting energy transition

Power renewable capacity and generation by 2035 and thermal decommissioning capacity

Electric vehicles market and growth

Renewable refineries in the EU

CCS capacity and main industries adopting CCS

Main hydrogen developments and hycdrogen capacity in Europe

Key Highlights

Renewables accounted for 48% of the European power market in 2021 and are expected to increase to 66% by 2030.

As several countries have strict policies on phasing out coal and reducing fossil fuel use and emissions, there is firm progress on decommissioning thermal capacity.

The transportation sector is the second largest GHG emission contributor in the EU, accounting for almost 20% of the total emissions in the region.

There are over 80 CCS projects being planned in the EU, most of which are planned to be in the North Sea, holding an annual abatement potential of 80 million tonnes of CO2.

Hydrogen accounts for a 20% share of the global capacity. 

Reasons to Buy

Identify the last trends, policies and leaders in energy transition technologies.

Develop market insight of current, in development and announced capacity and latest trends of each of the sectors.

Understand the potential market growth and policy support for renewable power, hydrogen, renewable refineries, CCS, EVs.

Facilitate the understanding on where the market is growing as it positioned as one of the main topics of the international agenda.

Key Players

Iberdrola
RWE
Capital Energy
TATA
Stellantis
Geely
Neste
Preem
Shell
Equinor
INEOS
Drax
CiP
Gasunie
Air Liquide

Table of Contents

Content

• Europe Emissions by Economic Sector

• Sector Grid and Leaders

Power outlook & Generation

• Renewable Energy: Policies & Economics

• Power Capacity Share Outlook

• Share of Power & Renewable Generation

• Thermal Power Decommissioning & Emissions

• Major players: Solar Vs Wind Owners, Manufacturers and EPCs

Electrical Vehicles

• Policies & Funding

• Electric Vehicles Market

• Share by Fuel Type

Renewable Fuels

• Policies & Funding

• Biofuels

• Sustainable Aviation Fuel

• Renewable Refineries

CCS/CCU

• Policies & Funding

• EU Carbon Capture Capacity

• Main activities adopting CCS technology in the EU

Hydrogen

• Policies & Funding

• Europe in a Global Context

• Case Studies of European Hydrogen Developments Across Sectors

List of Tables

Table 1: Sector Grid and Leaders 5

Table 2: Solar Power Capacity EPCs and Manufacturer Leaders 11

Table 3: Wind Power Capacity EPCs and Manufacturer Leaders 11

Table 4: Largest Renewable Refineries 19

Table 5: Largest upcoming hydrogen plants in Europe 28

Table 5: European Companies with Most Mentions of Hydrogen in Filings 29

Table 6: Electrolyser Companies Targets 28

List of Figures

Figure 1: European Emissions by Economic Sector, (kt CO2-e) 2005 – 2017 4

Figure 2: Emissions reduction by Economic Sector, 2005 – 2017 (%) 4

Figure 3: European LCOE 7

Figure 4: Power Capacity Share, 2015 – 2030, % 8

Figure 5: Power Generation Share, 2020-2035 9

Figure 6: Decommissioning and Upcoming Thermal Capacity 10

Figure 7: Europe’s Emissions from Thermal Power 10

Figure 8: Solar Power Capacity 11

Figure 9: Wind Power Capacity 11

Figure 10: European Electric Vehicle Market in Western Europe 14

Figure 11: European Electric Vehicle Market in Central Europe 14

Figure 12: 2020 New Car Registrations 15

Figure 13: Number of Renewable Refineries by Country 18

Figure 14: Renewable Fuel Production Capacity 18

Figure 15: EU CCS Capacity by Country 22

Figure 16: Main industries adopting CCS technology in the EU 23

Figure 17: European and Global Low-Carbon Hydrogen Capacity by Development Stage 27

Figure 18: Major European Countries’ Electrolyser Capacity Targets 28

Figure 19: European Companies with Most Mentions of Hydrogen in Filings 2018 – 2021 29

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