Europe enters winter short of gas, just as the carbon bill arrives.

Three shifts will shape energy-intensive industry over the next two years: a gas market with no spare cushion, a border carbon charge that becomes a real invoice, and a grid that cannot connect everyone who wants power.

The CEO page · three shifts, what they mean, what to decide

01Gas

Europe starts the heating season with its thinnest gas cushion in fifteen years.

02Carbon

The carbon border charge becomes a real bill in February.

03Power

Data centres are taking the grid capacity industry needs to electrify.

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