The piece examines how the Russian-Ukrainian conflict disrupts European energy markets, with particular focus on coal demand and imports alongside oil and gas sectors.
European Energy Mix (2021):
- 23% from renewables
- 22% from nuclear
- 20% from natural gas
- 16% from coal
- 16% from hydropower
- 3% from other sources
Main Insights:
Despite Europe's diversified electricity supply structure, the region faces significant vulnerability. The conflict introduces substantial disruption to traditional energy supply chains, forcing reconsideration of coal's role in meeting energy demands during the crisis period.
While renewable and nuclear sources comprise nearly half of generation capacity, Europe's remaining reliance on fossil fuels—particularly natural gas—creates critical supply chain exposure during geopolitical disruptions.
