Join hosts Dave and John as they welcome back Henning Stein, Practice Head of Energy, Climate, and Resources at Eurasia Group, for an in-depth discussion on Europe's electric transformation. This episode covers Europe's progress in green transition, the challenges posed by energy security, the impact of geopolitical dynamics, and the future of European industries amidst the transition. Henning also highlights the importance of the next two years in ensuring the success of the green transformation and the potential consequences of a fragmented European energy policy.

00:00 Introduction and Welcome

01:13 Europe's Electric Transformation

04:22 Geopolitics and Energy Security

11:16 Challenges in Energy Infrastructure

19:21 Industrial Competitiveness in Europe

23:51 Policy Fragmentation and Investment Flows

26:15 Final Thoughts and Takeaways