Insights

Energy transition

Energy transition

Everyone talks about AI. Few talk about the electricity it needs.

Data centres, electrification and reindustrialisation are driving structural power demand in Europe. The bottleneck is not only capital, but capital paired with deep technical expertise.

12 May 2026 · 1 min read
Energy transition

Electrification is a system transformation, not just more electrons

France is accelerating electrification, with around €10 billion a year of public support. The real challenge is the system around it: baseload power, storage and smarter demand.

15 Apr 2026 · 1 min read

The Exergon brief

Stay ahead of the energy transition