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Jan 8, 2025 | 
think.ing.com | Rico Luman
The European car industry is not on track to reach its 2025 CO2 target In the final months of 2024, the CO2 debate within the industry and the European Parliament intensified amid a challenging market environment and looming trade tariffs. . However, the European Environmental Agency (EEA) has shown that the average for 2023 was 106.4 grams per kilometre. Moreover, stagnating battery electric vehicle (BEV) sales throughout 2024 indicate minimal progress since then.
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Dec 6, 2024 | 
think.ing.com | Inga Fechner |Thijs Geijer |Rico Luman
Since 1999, the EU and Mercosur (comprising Argentina, Brazil, Paraguay, Uruguay, and since 2024, Bolivia) have been negotiating a trade agreement. While an agreement in principle was reached in 2019, EU members refused to ratify the deal. Today at the Mercosur Summit in Uruguay, attended by EU Commission President Ursula von der Leyen, the agreement took a significant step closer to finally coming into effect, with both EU and Mercosur states signing the deal.
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Oct 30, 2024 | 
flipboard.com | Inga Fechner |Rico Luman
Chinese EV tariffs push production in Europe; Western brands also set to feel the impactFormalisation of import tariffs on Chinese electric cars following EU’s findings On 4 October 2023, the European Union initiated an anti-dumping …
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Oct 30, 2024 | 
think.ing.com | Inga Fechner |Rico Luman
Formalisation of import tariffs on Chinese electric cars following EU’s findingsOn 4 October 2023, the European Union initiated an anti-dumping investigation into Chinese electric vehicles (EVs). The investigation aimed to determine whether these Chinese-manufactured EVs were benefitting from state subsidies, thereby distorting competition and potentially harming the EU’s automotive industry.
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Sep 25, 2024 | 
think.ing.com | Rico Luman |Thijs Geijer
Sustainable aviation fuels (SAFs) are derived from renewable resources, like biomass, waste oils, and even algae and they offer a promising alternative to traditional jet fuels. They have the potential to significantly reduce greenhouse gas emissions, making air travel more environmentally friendly. However, the future of SAFs is fraught with challenges. High production costs, limited availability of feedstocks and the need for extensive infrastructure development are significant hurdles.
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Sep 25, 2024 | 
think.ing.com | Rico Luman |Thijs Geijer |Coco Zhang |Warren Patterson
European SAF demand needs to fly soon as regulation bites European air passenger traffic accounts for 27% of global aviation, making it the second-largest aviation market after Asia-Pacific. In 2023, this translated to a jet fuel consumption of approximately 1.38 million barrels per day (65 million tonnes), a figure expected to rise as traffic volumes recover this year. Europe is often viewed as a pioneer in climate policy and energy transition.
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Sep 25, 2024 | 
think.ing.com | Warren Patterson |Rico Luman |Coco Zhang |Thijs Geijer
More needs to be done to boost SAF demand Looking at the demand outlook for sustainable aviation fuels in Asia Pacific is more difficult than it is in Europe. The outlook is going to largely depend on policy and, unlike the EU, there is no uniform policy for the region; governments in Asia have or will have differing approaches when it comes to decarbonising the aviation sector. APAC makes up almost 32% of global air traffic and the region makes up more than a third of global jet fuel demand.
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Sep 25, 2024 | 
think.ing.com | Rico Luman |Thijs Geijer |Coco Zhang |Warren Patterson
SAF-route is indispensable to start reducing net-emissions in aviation The aviation industry has faced extraordinary challenges in recent years but has rebounded strongly from the pandemic, with ongoing high demand for air travel, especially in Asia, where travel propensity is high despite flights per head being far lower than in the US, for example. A constant factor is the urgent need to reduce emissions, as the sector is among the hardest to abate.
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Sep 25, 2024 | 
think.ing.com | Coco Zhang |Thijs Geijer |Rico Luman |Warren Patterson
Supply-side incentives to make the US a major SAF producer
PASTE LINK - Will US production get there?
The sustainability of SAF can affect trade and tax credit benefits
Supply-side incentives to make the US a major SAF producer Unlike the EU and several APAC countries, the US does not have a medium-term sustainable aviation fuel (SAF) blending mandate to boost demand.
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Sep 6, 2024 | 
think.ing.com | Rico Luman
Competition from new entrants grows, but short-term reality prevails The European car industry is facing challenging times in keeping up with the historic transition to electric vehicles, while competition from new entrants like BYD mounts. It's fair to say that short-term interests are heavily influencing the course. You can perhaps see that in the latest news from Volvo.
