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In this independent brief, @Thomas O’Donnell argues that a coordinated US-Ukrainian campaign, including sanctions, tariffs, and air strikes on Russian oil infrastructure, could severely damage Russia's oil industry. Rising inflation and elevated interest rates have already intensified the Kremlin’s economic challenges, especially as oil prices remain near their lowest since Russia’s invasion, while armed forces target Moscow’s critical infrastructure to disrupt its oil exports.

The North Sea as Europe’s Energy Backbone outlines policy recommendations to secure the large-scale deployment of offshore wind in the North Sea, including bankable de-risked investment frameworks, integrated cross-border maritime grid planning, and strengthened public-private cooperation to protect critical offshore energy infrastructure.

China’s export controls and market manipulation have triggered major global supply chain disruptions and exposed Europe’s vulnerabilities, from batteries to defence systems. The G7’s Critical Minerals Action Plan and NATO’s Defence-Critical Supply Chain Security Roadmap recognise these as risks to our collective security. 

Through RESourceEU, the European Commission must produce measures that address both short- and longer-term challenges. If European governments, financiers and offtakers do not invest rapidly in strategic raw materials projects, competitors and adversaries will beat them to the punch and secure these resources.

Beijing’s manipulation of and recent export restrictions on critical raw materials – many of which upon which Europe holds more than a 90% import reliance – put Europe’s industrial base and economy at risk. As China and the US pursue capital-backed political critical minerals agendas, the absence of a comprehensive European financial architecture exposes the continent’s limitations in catalysing necessary investment in critical mineral value chains.

Intensifying competition from China, coupled with domestic regulatory barriers, component supply chain risks, and infrastructure bottlenecks, are challenging European wind manufacturers’ longstanding leadership. Against the Headwinds: Securing Europe’s Wind Sector, outlines a pathway to enhance European leadership in wind power.

Intensifying competition from China, coupled with domestic regulatory barriers, component supply chain risks, and infrastructure bottlenecks, are challenging European wind manufacturers’ longstanding leadership. Against the Headwinds: Securing Europe’s Wind Sector, outlines a pathway to enhance European leadership in wind power.

Intensifying competition from China, coupled with domestic regulatory barriers, component supply chain risks, and infrastructure bottlenecks, are challenging European wind manufacturers’ longstanding leadership. Against the Headwinds: Securing Europe’s Wind Sector, outlines a pathway to enhance European leadership in wind power.