Money versus Monetary Policy

Europe's Electrification Dream Is Hitting A Wall Authored by Gisele Widdershoven via OilPrice.com, Europe’s electrification strategy is ambitious but constrained by lagging grid infrastructure, creating bottlenecks that are already delaying industry and investment. Massive funding needs—running into trillions—combined with regulatory complexity and slow buildouts are exposing a gap between policy ambition and physical reality. Without better coordination, prioritization, and financing, Europe risks higher costs, weaker competitiveness, and a stalled energy transition. The message given by Ursula von der Leyen to electrify the European economy is strategically coherent, politically appealing, and, on the surface, even...

China Sidesteps Solar Targets In New Five-Year Plan China’s latest five-year plan avoids setting ambitious solar targets, signaling rising challenges for the sector after years of explosive growth, according to Bloomberg. Released during the annual National People’s Congress, the plan does not include a goal for solar installations by 2030. That omission contrasts with clearer commitments elsewhere in the energy mix, including plans to double offshore wind capacity and expand nuclear and pumped-hydro power. Solar receives relatively little attention overall, while policymakers instead emphasize broader transition initiatives such as zero-carbon industrial...