WEMO 2025 (complet) - Flipbook - Page 46
W E M O 202 5
O U T LO O K
is legally enshrined in the European Climate Law. The “Fit
For 55” policy packages 335 includes incentives, subsidies
and taxes to achieve the 2030 emission reduction target.
FIGURE 13
Share of mainland China in battery material market
329
Mainland China
80%
60%
40%
20%
0%
M
AA
M
AA
30
24
30
24
20
20
M
CA
20
M
CA
30
24
20
pC
AM
20
pC
AM
m
iu
th
Li
30
24
20
20
m
iu
th
Li
t
al
b
Co
Europe is reacting to the geopolitical situation
while keeping its focus on GHG reduction
• The EU is trying to establish an energy sovereignty policy:
Reacting to the massive importation of cheap solar panels
(98%) and wind turbines (59%), the European Commission
introduced in early 2025 a regulation outlining non-tari昀昀
criteria for renewable energy auctions334. The target was
to bolster the EU's clean technology supply chain. From 30
30
24
20
20
t
al
b
Co
0
4
N
2
el
ick
N
2
el
ick
30
24
03
02
20
ite
20
20
h
h
ap
Gr
ite
ap
Gr
December 2025, member states will be required to include
pre-quali昀椀cation criteria such as responsible business conduct,
cybersecurity and contribution to sustainability and resilience.
• Despite the U.S. withdrawal from the Paris Agreement,
the EU remains committed to its GHG reduction
targets. The EU is aiming for a substantial reduction in
greenhouse gas emissions, targeting a 55% cut by 2030 and
achieving net-zero emissions by 2050. This commitment
334
https://www.lesechos.fr/industrie-services/energie-environnement/
bruxelles-impose-des-criteres-pour-des-energies-renouvelables-made-in-europe-2167409
335
https://commission.europa.eu/strategy-and-policy/priorities-2019-2024/european-green-deal/
delivering-european-green-deal/昀椀t-55-delivering-proposals_en#:~:text=Under%20the%20
European%20Climate%20Law,昀椀t%20to%20meet%20this%20target.
336
https://climate.ec.europa.eu/eu-action/climate-strategies-targets/2040-climate-target_
en#:~:text=In%20July%202025%2C%20the%20Commission,Political%20Guidelines%20for%20
2024%2D2029%20.
337
This scienti昀椀c approach is a victory for France that has a large nuclear share in its electricity
generation
338
https://unfccc.int/process-and-meetings/the-paris-agreement/
nationally-determined-contributions-ndcs
WEMO 2025
100%
In July 2025, the European commission submitted to the
European members a road map for its climate achievements by
2040 336 ( an intermediary milestone between 2030 and 2050).
The objective is to reduce its emissions by 90% (compared
to 1990) at that horizon. To obtain an agreement from its
member states, the EC has introduced some 昀氀exibility. It 昀椀nally
recognizes “technology neutrality” implying that nuclear
contributes as renewables to emissions reduction337. It accepts
the usage of international credits obtained by 昀椀nancing
emission reductions outside Europe and the integration in
the Emission Trading System (ETS) of emission reductions
obtained thanks to Carbon Capture and Storage systems.
This proposal should be accepted or amended by September
2025 on time for Europe’s Nationally Determined Contribution
(NDC)338 submission before COP 30 meeting in November 2025.
Although exemplary for Emission Reduction, this policy
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Other Countries
