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Reposted by Phuc-Vinh Nguyen

EU Environment and Climate @euenvironmentandclimate.ec.europa.eu · 29/07/2026

📣 Today, the Commission endorsed Malta's Social Climate Plan. With €60.6 million in funding, the plan will improve home energy efficiency, expand sustainable transport, and help vulnerable micro-enterprises switch to electric mobility. 🔗 Read more: ec.europa.eu/commission/p...

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 14/07/2026

France has a surplus of low-carbon electricity that could indeed be partly absorbed by data centers. But predicting exactly how much electricity future data centers will require is extremely hard,” said Phuc-Vinh Nguyen, head of the Jacques Delors Institute’s energy center.

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 10/07/2026

Latest paper adresses how MS spend their ETS revenues. Spoiler, not on industrial decarbonisation. Between 2021 and 2024, Member States have spent €53 bn of their €112 bn ETS revenues. Yet only €4 billion, or 8% of spent revenues, has been directed towards industry: institutdelors.eu/publications...

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 26/05/2026

Today, France gathered companies to perpetuate the momentum surrounding electrification that was initiated a few weeks ago with its dedicated plan. Having abundant, low-carbon electricity at its disposal positions France as a legitimate frontrunner in electrification, www.elysee.fr/emmanuel-mac...

elysee.fr

Réunion de l'équipe de France de l'électrification.

Le Président de la République a accueilli l'équipe de France de l'électrification ce mardi 26 mai 2026 au Palais de l’Elysée.

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 16/04/2026

According to a recent analysis by the Jacques Delors Institute, 22 of the 27 EU MS have adopted over 120 support measures at a collective cost of over €9 billion. Sometimes I actually wonder if something has been learned from the past crisis. My itw 👇: www.theparliamentmagazine.eu/news/article...

theparliamentmagazine.eu

Europe’s new energy crisis fuels a green 'told you so'

The war in Iran has already added €22 billion to the EU’s fossil fuel bill. Climate campaigners say much of it could have been avoided.

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 13/04/2026

Our report is available here : institutdelors.eu/en/projets/i... and the tracker here : immediate-responses-tracker-eng.netlify.app

institutdelors.eu

War in Iran: the long-awaited electroshock for the European energy transition? - Institut Jacques Delors

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 13/04/2026

Since the Iran war, 22 EU states have introduced more than 120 uncoordinated measures costing over €9 billion to ease the impact of higher energy prices, according to a report by the Jacques Delors Institute. That comes on top of €13 bn in additional costs due to more expensive fossil-fuel imports.

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 10/04/2026

We launched our tracker mapping the measures taken by 22 MS as an answer to the Iran war. Most of them are untargetted and mute the price signal (capping price, excise reduction) for a total amount of 9 bn. Only 3 MS have commited to a decent electrification push : institutdelors.eu/en/projets/i...

immediate-responses-tracker-eng.netlify.app

EU Energy Tracker 2026

Click on a member state pour afficher sa fiche, ses mesures et son mix électrique.

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Reposted by Phuc-Vinh Nguyen

Alice Hancock @alicemhancock.bsky.social · 08/04/2026

Iran has said that it will charge a $1 per barrel tax for oil tankers to pass through the Strait of Hormuz during the ceasefire. Payments to be made in crypto "ensuring they can’t be traced or confiscated due to sanctions" www.ft.com/content/02ae... w/ @financialtimes.com colleagues

ft.com

Iran demands fees for ships passing Hormuz during ceasefire

Country’s oil exporters’ union says toll to be paid in cryptocurrency and vessels monitored for weapons

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 21/03/2026

The EU needs a gas coordinated approach for storage AND demand reduction as we argue. To do so, a dedicated legal framework is required as done during the previous crisis. If not, the risk is that MS act recklessly like they are doing by capping oil at the pump. institutdelors.eu/en/publicati...

institutdelors.eu

War in Iran: from an energy shock, to an electrification one? - Institut Jacques Delors

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 19/03/2026

Today's gas price surge reinforces our proposal to have the EU establish a legal framework under which emporary mandatory targets to reduce oil and gas consumption are adopted. The EUCO is the perfect opportunity to discuss that matter: institutdelors.eu/en/publicati...

institutdelors.eu

War in Iran: from an energy shock, to an electrification one? - Institut Jacques Delors

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 18/03/2026

Pour surmonter le choc de prix, il faut un choc d'électrification. En amont du Conseil européen des 19‑20 mars, ma dernière note @delorsinstitute.bsky.social revient sur la guerre en Iran, ses effets sur les prix de l’énergie et comment les faire baisser. institutdelors.eu/publications...

institutdelors.eu

Guerre en Iran : d’un choc énergétique à un choc d’électrification ? - Institut Jacques Delors

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 11/03/2026

I come from Lyon and it hasn't. At least not according to the pools. Exiting mayor might be sweeped by a local well known figure whom used to be an entrepreneur and football President who s conducting a campaign greenblaming the current majority and their too many bicycle lanes

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 11/03/2026

Agreed. However in FR we have upcoming mayor election this WE. I cannot understand how incumbent mayors that developped alternative mobility to ICE are not pushing the argt that their past investment are now saving money to citizens. But perhaps my view is too Parisian centric.

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 11/03/2026

Transport should be the immediate priority given the spike in oil prices and how they are almost immediatly passed through to consumers. Buildings should be done through elec to gas ratio rebalancing and industry should be linked to the ETS reform (FA vS decarb investment)

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 11/03/2026

True, if done properly electrification should stand out as the key solution. However I would not underestimate the disruptive effect of the gas shock given than industry were already bloodless from previous crisis. This also explain why vdl is so quick to present solutions (even if bad) like the cap

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 11/03/2026

The peak of TTF following the blocage was 63€, a price that was met in mid September 2021. When previous gas cap was proposed price was at 120€ (nov 22). It feels like the EC is panicking leading them to offer wrong solutions. Focus should be on reducing demand not nullifying price signal.

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 07/03/2026

Je n'ai pas vu de décla officielle / doc FR quant au fait que la FR veuille remettre en cause le merit order, vous savez d'où vient cette affirmation?

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 02/03/2026

Quite a poor timing for Italy indeed, who also happens to be the EU MS the most reliant on Qatar's LNG. But the Iran situation might act as a suppletive argument for IT to ask for prices measures during the EUCO, the EC will have to stand its ground.

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 27/02/2026

A much welcomed stance that must also be backed by France as the country benefit a lot from the carbon price signal to export its low-carbon electricity. Postponing the ETS won't solve the heavy-industry loss of competitiveness that is the results of decade of statu quo

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 27/02/2026

L'ETS est injustement attaqué. S'il peut et doit être amélioré afin d'en faire un outil à même de financer la décarbonation de l'industrie, le suspendre reviendrait à tirer un trait sur tout ambition climatique. Notre tribune en réponse : www.lemonde.fr/idees/articl...

lemonde.fr

« La décarbonation est la condition de la survie industrielle et de l’autonomie stratégique européenne »

TRIBUNE. La France doit défendre l’ambition du marché carbone européen, en établissant les mêmes règles d’émissions de CO₂ pour tous, estime un collectif de représentants de l’industrie de la transiti...

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 16/02/2026

Talked to @rlndpapp.bsky.social about my latest paper on the ETS2 and how MS are social concerns are shapping their stance on the file: institutdelors.eu/en/publicati...

institutdelors.eu

Delivering the ETS2: Do or die time for the European Green Deal? - Institut Jacques Delors

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 16/02/2026

This does not mean the system should not be amended. Among the possibilities, a temporary price corridor could be an option worth looking into. Similarly, to ETS2, the MS may have the final say regarding the fate of ETS1 and the March EUCO might seal the deal, watch out!

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 16/02/2026

MS are playing a dangerous game. They should be reminded that they are the main recipients of ETS revenues, yet they allocate only around 5% to decarbonizing heavy industry — their own choice. Undermining the system’s credibility and predictability is in no one’s interest and will derail us from -55

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 27/11/2025

Frontloading ETS1 revenues is not new and Japan is already doing it. Rather than tweaking the MSR, leading to more emissions, a corridor would help contain price and make frontloading relevant. Learn more about this proposal go read our latest paper on that matter: institutdelors.eu/en/publicati...

institutdelors.eu

Delivering the ETS2: Do or die time for the European Green Deal? - Institut Jacques Delors

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 27/11/2025

If you replicate that on the ETS1 market you can make a case where you can frontload €200 bn from 2028-2034 making a real difference to finance investment in decarbonization. Ultimately, you favor convergence of the two systems as the EC wanted to. @alicemhancock.bsky.social, @ziaweise.bsky.social

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 27/11/2025

Rather than a buffed MSR, the EC should look into a transitional corridor on ETS2. A ceiling to avoid with certainty the price going past a certain price and a floor to have a minimum level of guaranteed revenues to reimburse the frontloading. This could be transitional (until lets say 2032).

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 27/11/2025

In addition the MSR proposal does not adress one issue: what happens if there were to be multiple price spike (whatever the reason) a year.EC said you could activate the mechanism twice a year. Even if the amount of allowances released is relevant, you cannot rule out the occurence of multiple spike

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 27/11/2025

Finally, the proposal on the MSR contradicts our latest finding. MS do not want an additional mechanism that could EVENTUALLY contain price volatility, they want CERTAINTY on that matter, hence why they forced their way and postponed the EC's hand regarding the postponement.

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 27/11/2025

In addition from a legal point of view, how do you create such a facility w/o reopening the directive? This part remains blurry as you use the revenues to reimburse the loan, it can't be categorized as a non essential part of a delegated act right? @l-guillot.bsky.social, @fredsimoneu.bsky.social

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 27/11/2025

With €6bn available at EU level you can not do that as the frontloading money is shared among 27MS (or at least those who are willing to voluntarly take part in the mecanism). If you want to be serious about frontloading, you have to talk in hundreds of Bn € : institutdelors.eu/en/publicati...

institutdelors.eu

Delivering the ETS2: Do or die time for the European Green Deal? - Institut Jacques Delors

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 27/11/2025

Postponing the ETS2 by a year leads to a lack of revenues (lets say €30bn) in addition to increasing the price pressure on ETS2 starting 2028. To avoid that, what you want to do is MASSIVELY invest in rapid decarbonization measures in big emitters countries : Germany, France, Poland, Italy and Spain

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 27/11/2025

The EC has just published a more detailed proposal regarding the ETS2 changes it intends to do h/t to @annahbrt.bsky.social. On the frontloading the proposal is just ridiculous with "up to €6bn expected to be frontload in years 2026-2027". Let me explain why: climate.ec.europa.eu/news-other-r...

climate.ec.europa.eu

Commission proposes targeted adjustments to the Market Stability Reserve Decision to support a smoother start for ETS2

Today, the Commission adopted a proposal to amend the Market Stability Reserve Decision as regards the Market Stability Reserve (MSR) for the new emissions trading system for road transport and buildi...

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Reposted by Phuc-Vinh Nguyen

Andreas Eisl @andreaseisl.bsky.social · 26/11/2025

In this new @delorsinstitute.bsky.social Policy Paper, @phuc-vinh.bsky.social and myself look at how to make the EU's upcoming carbon market ETS2 socially acceptable by drawing lessons from national CO2 price systems to implement well-designed carbon revenue redistribution and investment mechanisms.

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 26/11/2025

Read our papers on that matter and check out @andreaseisl.bsky.social post on how to use carbon revenues smartly based on a comparative analysis of French, German and Austrian experiences. 9/9

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 26/11/2025

Decided unanimously, this could raise €200 billion from 2028-2034 to fund decarbonization investments like heat pumps and electric vehicles and could be discussed in the upcoming months. 8/9

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 26/11/2025

The mechanism would cover both carbon markets, with a price floor ensuring minimum revenue to reimburse the borrowing and a ceiling to limit price surges. 7/9

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 26/11/2025

To answer these issues we propose a Japan-inspired mechanism: a common loan repaid from future carbon market revenues from ETS2 but also ETS1 : 6/9

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 26/11/2025

States want to contain ETS2 price volatility and strengthen predictability, especially with a reliable mechanism to manage price spikes. Carbon revenues are seen as insufficient: the Social Climate Fund is too limited, and funding for rapid decarbonization is lacking, especially in Eastern MS. 5/9

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 26/11/2025

Countries with existing carbon pricing generally support ETS2 (except France). Opposition is mainly from Eastern and Southern Europe. In France, government instability delayed political decisions. But the key hurdle is the coincidence of ETS2’s start (2027) with the presidential election. 4/9

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 26/11/2025

So far, 17 states have transposed ETS2, 7 partially, and 3, including France, have not. The map of member states’ positions is more complex. 3/9

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 26/11/2025

ETS2 is the new carbon market applying the polluter-pays principle to road transport, buildings, construction, and small industry sectors. Fossil fuel use in these sectors will be priced, increasing the bills for consumers expecting to drive consumption behaviour. 2/9

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 26/11/2025

ETS2 has been postponed to 2028, raising questions about its actual implementation. For @delorsinstitute.bsky.social here’s a look at the stakes and reform proposals from my latest policy paper available here : institutdelors.eu/en/publicati... A short🪀 1/9

institutdelors.eu

Delivering the ETS2: Do or die time for the European Green Deal? - Institut Jacques Delors

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 13/11/2025

Indeed, as it stands (see the sucessful CO2 standards for cars push for instance), this might carry on for a while.

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 13/11/2025

Having the EPP ally with the far-right is, as Thu rightfully says, a culmination of already existing dynamics and should not come as a surprise. It was a matter of time. Now the Q° is, will this behaviour be limited to this Omnibus or is this the begining of full unraveling of the Green Deal?

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 05/11/2025

Partly due to the fact that many factors directly impacting price formation have changed since then : CO2 standards will be revised, start date being 2028 puts more pressure on short terms decarbonization act° in big MS (not happening atm) and 30% allowances frontloading loses part of its usefulness

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Phuc-Vinh Nguyen @phuc-vinh.bsky.social · 05/11/2025

Among the many consequences that will need to be monitored regarding the ETS2 postponement: - which legal vehicle/trick will the EC use (reopening the directive would be very dangerous) - will the SCF keep its €65bn enveloppe (I would argue yes) - many price scenarisation are now partly obsolete

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Reposted by Phuc-Vinh Nguyen

European Investment Bank @eib.org · 05/11/2025

The EIB Group’s 2024 Sustainability Report is out. 🌱€51B invested in climate and sustainability ⚡75% fewer emissions from energy projects since 2018 👩‍💼1.5M new jobs created by 2028. Clear reporting. Real results. 🔗https://go.eib.org/EIBsustainability24

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