Securing Europe’s Energy Transition: Lessons from a Scenario Game on Battery Storage and Resilience 

Securing Europe’s Energy Transition: Lessons from a Scenario Game on Battery Storage and Resilience 

Europe cannot prevent every energy-system shock, but it can design infrastructure, supply chains and policy to limit disruption and accelerate recovery: ‘resilience by design’. 

For Europe, secure electrification means designing resilience into battery supply chains and energy systems from the outset. The EU should use the Industrial Accelerator Act, procurement and investment policy to anchor strategic capabilities in Europe, diversify trusted supply and ensure that critical systems can withstand disruption, recover rapidly and remain under trusted control.

This is the principal lesson drawn by participants spanning utilities and grid operators, battery systems and battery supply chains, investors and insurers, NATO, and European institutions.

In the hypothetical 2027 scenario, repeated closures of the Strait of Hormuz cause a tightening of energy and battery-adjacent inputs, while heatwave-driven power stress is compounded by new US secure-battery rules. This creates an extraterritorial supplier shock, alongside additional cyber disruption in power balancing.