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StratLibrary - Analyst Note II - (WI-WSL-22032026-R00)

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Western Europe in Transition: Gas Security, Power Markets, and Industrial Impacts through 2030

Overview of Western Europe’s energy transition through 2030, highlighting LNG‑led gas security, rising EU ETS prices (€130–150/t by 2030), coal exit, renewables penetration (~47%), CBAM impacts, and downstream effects on refining and aluminum.