The EU’s 2026 strategic dilemma: Balancing decarbonisation and industrial competitiveness

19 January, 2026

Multisectors Market Commentary Policy & Regulation Financing Geopolitics

In 2026, the European Union faces a structural dilemma that can no longer be deferred: how to pursue decarbonisation whilst ensuring the resilience of industry. The way policymakers navigate this trade-off will be central to shaping investor confidence in the transition.

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