Driving Zero: A One-Stop Shop For Clean Tech - June Edition

Research evidence excerpt

Driving Zero: A One-Stop Shop For Clean Tech - June Edition

EUROPE | Clean Technology EquityJulyResearch2, 2026

Driving Zero: A One-Stop Shop For Clean Tech

- June Edition

Our Driving Zero monthly product is a one-stop shop for the European Clean

Technology sector, providing an overview of recent price performance,

consensus earnings, industry data, previews, results calendar and .

highlights, and key news. Our Clean Tech coverage covers 50 stocks. Dive

in. Figure2026-20302 - Europe annual BESS market outlook

June - Focusing on grid, storage, and cybersecurity: In June, the EU continued to balance 140120 117

96 100affordability, energy security and decarbonisation. The European Commission launched a

80 77 GWh€1.5bn Battery Booster Facility to strengthen domestic battery manufacturing and clean- 60 52

tech competitiveness, while policymakers advanced ETS2 reforms and discussions on the 40 36

EU Grids Package, which aims to accelerate grid investment, cross-border interconnection, 200

electrification and infrastructure resilience to help lower long-term energy costs. Energy- . 2025 2026 2027 2028 2029 2030

security concerns intensified as industry data showed 375GW of renewable and 455GW of Source: SolarPower Europe, Jefferies

storage projects awaiting grid connections across Europe, underscoring the need for faster

network expansion. Cybersecurity remained a key theme following the EU’s earlier move

to restrict Chinese inverters in EU-funded projects. Looking ahead, investors focused on

the 15 July Electrification Action Plan and ETS review, which are expected to shape power

demand growth, industrial decarbonisation and climate policy implementation through 2030

and beyond. As we have been highlighting in our previous reports, 2026 will be a decisive year