Join hosts Dave and John as they welcome back Henning Stein, Practice Head of Energy, Climate, and Resources at Eurasia Group, for an in-depth discussion on Europe's electric transformation. This episode covers Europe's progress in green transition, the challenges posed by energy security, the impact of geopolitical dynamics, and the future of European industries amidst the transition. Henning also highlights the importance of the next two years in ensuring the success of the green transformation and the potential consequences of a fragmented European energy policy.
00:00 Introduction and Welcome
01:13 Europe's Electric Transformation
04:22 Geopolitics and Energy Security
11:16 Challenges in Energy Infrastructure
19:21 Industrial Competitiveness in Europe
23:51 Policy Fragmentation and Investment Flows
26:15 Final Thoughts and Takeaways
