Barclays Infrastructure Insights: What if... EU electrification gets catalysed

Research evidence excerpt

Barclays Infrastructure Insights: What if... EU electrification gets catalysed

Equity Research

26 May 2026

Barclays Infrastructure Insights

What if... EU electrification gets SIGNATURE

catalysed

Geopolitics could accelerate electrification in Europe European Construction, Building Materials

(decarbonisation, competitiveness and sovereignty agenda). & Infrastructure NEUTRAL

Possible catalysts across Energy/Utilities, Infra, Buildings – European Integrated Energy

we deep-dive into historically overlooked electrification POSITIVE

European Transportation

opportunities (e.g. freight) and highlight key beneficiaries. NEUTRAL

European Capital Goods

EU electrification/decarbonisation: conflict in the Middle East a game changer? There's NEUTRAL

been renewed focus on energy sovereignty and competitiveness in the wake of the conflict in European Utilities & Clean Energy

POSITIVEthe Middle East. Specifically, we note a clear regulatory acceleration – France's PPE3, the UK's

Warm Homes Plan, the mandatory transposition of the EU EPBD in May, Member States' European Autos & Auto Parts

NEGATIVErenovation strategies due by year-end and a heavy EU agenda for the remainder of the year

(AccelerateEU in April, presentation of an electrification action plan this quarter, negotiations on European Construction, Building

grid packages to conclude before summer). Policy is a key enabler, in particular for mobility. Materials & Infrastructure

Pierre Rousseau

Transport electrification: freight forward. We investigate the historically overlooked area of +33 (0)1 4458 3377

freight (LVs covered here). Decarbonisation leaves limited options – bio-based solutions suffer pierre.rousseau@barclays.com

from supply-demand tightness, hydrogen is technically challenging, but BEVs could meet tight BBI, Paris