{"organism":"Page","children":[{"organism":"Container.Raw","children":[{"organism":"Metadata","model":{"title":"Four trends set to shape Europe’s industrial energy future – Shell","text":"Explore Shell’s 2025 Energy Security Scenarios and discover four key trends shaping Europe's industrial energy future amid AI, renewables, and resilience.","links":[{"name":"Enhancing corporate energy strategies","value":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future.html"}],"image":{"src":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/metadata.shellimg.png/1752683680024/employee-inspecting-header-image.png","alt":"A male engineer wearing a yellow hard hat and high-visibility vest stands in a modern, high-tech automotive factory. ","width":3840,"height":2160},"date":"2025-07-22T13:00:00Z","tags":[{"name":"Energy explained","value":"shell:corporate/energy-explained"},{"name":"Energy market","value":"shell:corporate/energy-market"},{"name":"Decarbonisation","value":"shell:corporate/decarbonisation"}]},"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/metadata"},{"organism":"ContentOwner","model":{},"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/contentowner"},{"organism":"Container.Header","children":[{"organism":"Container.Raw","ref":"https://www.shell.com/_jcr_content/root/header/inherited.model.json","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/header/inherited","model":{}},{"organism":"Breadcrumb","model":{"links":[{"name":"Home","value":"https://www.shell.com/"},{"name":"Shell Energy","value":"https://www.shell.com/shellenergy.html"},{"name":"Shell Energy Europe","value":"https://www.shell.com/shellenergy/shell-energy-europe.html"},{"name":"News and insights","value":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights.html"},{"name":"Four trends set to shape Europe’s industrial energy future – Shell","value":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future.html"}]},"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/header/breadcrumb"}],"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/header","model":{}},{"organism":"Container.Main","children":[{"organism":"Container.Section","children":[{"organism":"PageHeaderBanner","color":"semitransparent","model":{"title":"Four trends set to shape Europe’s industrial energy future","image":{"src":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/main/section/page_header_copy.shellimg.png/1752682870291/employee-inspecting-header-image.png","alt":"A male engineer wearing a yellow hard hat and high-visibility vest stands in a modern, high-tech automotive factory. ","width":3765,"height":1647},"date":"2025-07-22T13:00:00Z"},"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section/page_header_copy"},{"organism":"PromoSimple.Text","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section/text","model":{"text":"\u003Cp class=\"MsoNormal\" style=\"margin-bottom: 0cm; line-height: 107%;\"\u003EIn July 2031, an explorer spacecraft from Earth will finally reach Jupiter.\u003Csup\u003E1\u003C/sup\u003E After eight years of silent flight, it will begin to search three of the gas giant's largest moons for signs of life.\u003Csup\u003E1\u003C/sup\u003E For a mission like this to succeed, scientists back home had to plan a decade into the future, playing out scenarios and preparing for possible challenges.\u003C/p\u003E\n\u003Cp\u003EIn many ways, business leaders across every sector – from manufacturers to data centre operators – are navigating a similarly complex set of future scenarios in relation to energy. They face pressures to improve performance (boosting efficiency while reducing costs), strengthen the resilience of their supply chains, and decarbonise their operations. They must do all this while managing rising energy demands and an uncertain geopolitical landscape.\u003C/p\u003E\n\u003Cp\u003EAlso, like space exploration, energy security will have an impact on our future. So, how can business leaders in Europe begin to plan for tomorrow’s energy landscape with so many unknowns? This is where Shell’s 2025 \u003Ca href=\"https://www.shell.com/news-and-insights/scenarios/what-are-the-previous-shell-scenarios/the-2025-energy-security-scenarios.html\"\u003EEnergy Security Scenarios: Energy and artificial intelligence\u003C/a\u003E can help.\u003C/p\u003E\n"}},{"organism":"PromoSimple.Text","color":"inherited","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section/text_2142781731","model":{"title":"Exploring the scenarios that could shape the future of energy security","text":"\u003Cp class=\"MsoNormal\" style=\"margin-bottom: 0cm; line-height: normal;\"\u003E\u003Cspan lang=\"EN-GB\"\u003EFor over 50 years, Shell has used scenarios to explore how the energy system might evolve. The 2025 Energy Security Scenarios are developed using rigorous modelling and expert insight, factoring in shifts in technology, geopolitics and economics. While they are not forecasts, nor are they expressions of Shell’s strategy or business plan, they are designed to help business leaders and policymakers explore and plan.\u003C/span\u003E\u003C/p\u003E\r\n\u003Cp class=\"MsoNormal\" style=\"margin-bottom: 0cm; line-height: normal;\"\u003E\u003Cspan lang=\"EN-GB\"\u003EIn ‘The 2025 Energy Security Scenarios: Energy and artificial intelligence' report, Shell considers three possible future scenarios:\u003C/span\u003E\u003C/p\u003E\r\n"}},{"organism":"Container.List","children":[{"organism":"ListItem","color":"brand3-subtle","colspan":4,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section/revealer_copy_copy/revealer_item_copy","model":{"title":"Surge","text":"\u003Cp\u003E\u003Cspan\u003EA scenario driven by rapid productivity growth, enabled by new technologies including artificial intelligence (AI), and economic expansion, where energy demand rises significantly and modular, tech-driven systems play a central role.\u003C/span\u003E\u003C/p\u003E\r\n\r\n\r\n\r\n\r\n","links":[{"icon":"/content/dam/shell/icons/global/technology/check-cloud-solid.svg"}]}},{"organism":"ListItem","color":"brand3-subtle","colspan":4,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section/revealer_copy_copy/revealer_item_copy_c","model":{"title":"Archipelagos","text":"\u003Cp\u003E\u003Cspan\u003EA fragmented world shaped by heightened geopolitical tensions and national self-reliance, with slower, uneven energy transitions and an emphasis on supply security.\u003C/span\u003E\u003C/p\u003E\r\n\r\n\r\n","links":[{"icon":"/content/dam/shell/icons/global/status/alert.svg"}]}},{"organism":"ListItem","color":"brand3-subtle","colspan":4,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section/revealer_copy_copy/revealer_item_copy_c_738063190","model":{"title":"Horizon","text":"\u003Cp\u003E\u003Cspan\u003EA scenario that models what it would take to reach net-zero emissions by 2050 and limit global warming to 1.5°C by the end of the century compared to pre-industrial levels, requiring global cooperation and policy ambition.\u003C/span\u003E\u003C/p\u003E\r\n\r\n\r\n","links":[{"icon":"/content/dam/shell/icons/global/data/pie-chart-square.svg"}]}}],"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section/revealer_copy_copy","model":{}},{"organism":"PromoSimple.Text","color":"inherited","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section/text_483710000","model":{"text":"\u003Cp\u003E\u003Cspan lang=\"EN-GB\"\u003EBut what does this mean for business leaders in the industrial sectors across Europe? Here, we present four key energy trends from Shell’s 2025 Energy Security Scenarios report that can help leaders in European industrials to consider possible scenarios and think differently about preparing for a more resilient energy future.\u003C/span\u003E\u003C/p\u003E\r\n"}}],"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section","model":{}},{"organism":"Container.Section","color":"brand3-subtle","children":[{"organism":"PromoSimple.Text","color":"inherited","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_2144505434/text","model":{"text":"\u003Ch3\u003E\u003Cspan\u003EGet future ready: Four energy trends for industrial customers in Europe\u003C/span\u003E\u003Cspan\u003E\u003C/span\u003E\u003C/h3\u003E\r\n\r\n\r\n"}},{"organism":"PromoSimple.Text","color":"inherited","colspan":7,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_2144505434/text_copy","model":{"title":"Gas will continue to be pivotal","text":"\u003Cp\u003EWhile the energy system continues to embrace renewables, natural gas, liquefied natural gas (LNG) and biomethane are expected to continue to play an important role in meeting energy demand, especially for energy-intensive industries like industrials. Unlike coal, natural gas can be turned on and off quickly which assists with grid balancing. Such factors help make these lower-carbon alternatives a pragmatic stepping stone on the journey to helping customers to meet their decarbonisation ambitions, offering flexible energy at scale.\u003C/p\u003E\r\n\u003Cp\u003EIn all three Shell scenarios, demand for LNG is likely to grow significantly in the near term, reaching 550 million tonnes per year (mtpa) by the end of the decade. In the Surge scenario, LNG supply could reach 700 mtpa by the 2040s.\u003Csup\u003E2\u003C/sup\u003E\u003C/p\u003E\r\n"}},{"organism":"StandaloneAsset","color":"inherited","colspan":5,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_2144505434/standalone_asset_cop","model":{"image":{"src":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/main/section_2144505434/standalone_asset_cop.shellimg.png/1752664630499/graph-one.png","alt":"Line graph showing global natural gas demand from 2010 to 2060 in billion cubic meters (Bcm) per year. ","width":3840,"height":2160}}},{"organism":"PromoSimple.Text","color":"inherited","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_2144505434/text_1410436507","model":{"text":"\u003Cp\u003EAccording to The 2025 Energy Security Scenarios, biofuels use, too, is expected to grow. Currently, they make up around 4% of the global liquid fuel market, but that share could triple by 2050, especially if advancements in conversion technologies continue – as Shell’s scenarios suggest.2 Similarly, research from the International Energy Agency (IEA) suggests demand will increase to 38 billion litres between 2023 and 2028, up nearly 30% from the last two five-year periods.3\u003C/p\u003E\r\n\u003Cp\u003EOver the long term, gas is well positioned to play a vital and complementary role in the energy mix, supporting the integration of intermittent renewables like wind and solar, while bolstering energy resilience. According to the IEA, natural gas was the fastest-growing fossil fuel in 2024, with demand rising by 2.7% to reach a new all-time high4, up from 0.5% growth in 20235. Its flexibility and reliability make it a valuable asset for maintaining grid stability and ensuring supply continuity throughout the energy transition.\u003C/p\u003E\r\n"}}],"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_2144505434","model":{}},{"organism":"Container.Section","children":[{"organism":"PromoSimple.Text","color":"inherited","colspan":6,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785/text_copy","model":{"title":"Distributed systems and modular electrification could drive increased efficiency","text":"\u003Cp\u003EAs AI and digital technologies mature, they are likely to accelerate the shift away from traditional, centralised energy systems. In the Surge scenario, for example, a modular energy infrastructure begins to displace large-scale, fossil-powered energy systems, unlocking new levels of efficiency, decentralisation and decarbonisation. Electricity systems are expected to increasingly favour renewable sources backed by grid-scale battery storage, creating more resilient and adaptive energy networks.\u003C/p\u003E\r\n\u003Cp\u003EAll three Shell scenarios also feature a boost in the role of electrification driven by the 2050 goal of achieving net-zero emissions. In Archipelagos, electricity demand grows at more than five percentage points of final energy market share every 10 years while in Surge and Horizon, the increase is 10 percentage points.\u003Csup\u003E2 \u003C/sup\u003EThis is a significant increase from the historical trend of closer to two percentage points per decade.\u003C/p\u003E\r\n"}},{"organism":"StandaloneAsset","color":"inherited","colspan":6,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785/standalone_asset_144","model":{"image":{"src":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/main/section_213489785/standalone_asset_144.shellimg.png/1752664646875/construction-worker.png","alt":"Industrial worker wearing safety gear, including a yellow helmet and protective glasses, kneels while using a power tool to cut a metal beam in a dimly lit factory.","width":3840,"height":2160}}},{"organism":"PromoSimple.Text","color":"inherited","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785/text","model":{"text":"\u003Cp\u003EMeanwhile, the rise of small modular nuclear reactors (SMRs) over the mid-term (2040s) could provide a key energy solution for high-demand users such as data centres and even, in time, marine vessels. Likewise, large solar projects could be adopted at a national or regional level, with governments favouring locally sourced modular technologies to reduce their exposure to volatile global markets.\u003C/p\u003E\r\n\u003Cp\u003E“More of our customers are looking for reliability and power from renewable sources,” says Massimilliano Mannino, General Manager Shell Energy Business to Business (B2B) Europe. “They are also asking for ways to track and certify their renewable usage to help meet decarbonisation goals, which is driving real momentum in how we structure and deliver energy solutions.”\u003C/p\u003E\r\n\u003Cp\u003ERegardless of the scenario, the move towards modularity will be driven by AI – whether that is in the form of enhanced manufacturing processes or the optimisation of interlinked, decentralised energy systems spread across different regions and geographies.\u003C/p\u003E\r\n"}}],"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785","model":{}},{"organism":"Container.Section","color":"brand3-subtle","children":[{"organism":"PromoSimple.Text","color":"inherited","colspan":6,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_2144505434_c/text_copy","model":{"title":"AI and digitalisation are likely to be critical in helping to control energy costs","text":"\u003Cp\u003EShell’s analysis suggests that by 2050, global energy demand could be 25% higher than in 2024, while CO\u003Csub\u003E2\u003C/sub\u003E emissions are expected to peak within a decade.2 Then there are new technologies like AI, which may drive further demand – but are also expected to play a key role in cutting emissions.\u003C/p\u003E\r\n\u003Cp\u003EThe adoption of AI and smart automation emerges in all three Shell scenarios as a potential lever for industrial leaders looking to reduce energy costs and improve operational efficiency. AI is expected to optimise manufacturing lines, forecast energy demand with greater precision and automate load shifting - improving overall system flexibility, increasing efficiencies and reducing waste.\u003C/p\u003E\r\n"}},{"organism":"StandaloneAsset","color":"inherited","colspan":6,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_2144505434_c/standalone_asset_cop","model":{"image":{"src":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/main/section_2144505434_c/standalone_asset_cop.shellimg.png/1752664661030/graph-two.png","alt":"Stacked bar chart showing global primary energy demand in exajoules (EJ) per year from 2000 to 2060.","width":3840,"height":2160}}},{"organism":"PromoSimple.Text","color":"inherited","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_2144505434_c/text","model":{"text":"\u003Cp\u003EIn the Surge scenario, these capabilities go a step further. AI doesn't just optimise processes – it restructures how power is dispatched across industrial systems, making sure energy-intensive facilities are run as cost-effectively and efficiently as possible. Meanwhile, in the Horizon scenario, where carbon pricing and emissions targets are more stringent, efficiency becomes especially valuable. This, in turn, prompts some industrial players to consider retrofitting operations and investing in low-energy systems to stay competitive and compliant.\u003C/p\u003E\r\n\u003Cp\u003EThis change has already started. For example, Horizon Europe, a European Commission funding programme for research and innovation in support of the UN’s Sustainable Development Goals, created an investment framework worth €95 billion, which is already advancing digital innovation in energy6.\u003C/p\u003E\r\n\u003Cp\u003ESimilarly, organisations like the European Network of Transmission System Operators for Electricity (ENTSO-E) suggest AI-driven grid optimisation could cut transmission losses by up to 15%.7 Such improvements could make a material contribution to Europe’s broader goals around energy efficiency and carbon emissions.\u003C/p\u003E\r\n"}}],"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_2144505434_c","model":{}},{"organism":"Container.Section","children":[{"organism":"PromoSimple.Text","color":"inherited","colspan":5,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785_co/text_copy","model":{"title":"Battery storage and on-site renewables may offer resilience and cost savings","text":"\u003Cp\u003EThe energy system could be at a turning point for renewables. Across all three scenarios, renewable energy plays a pivotal role, with the accelerated production of renewable energy modules making on-site generation more accessible and cost-effective for businesses.\u003C/p\u003E\r\n\u003Cp\u003EInvesting in on-site renewables, especially when paired with battery storage, may give businesses more autonomy over their energy supply. This not only could help support greater resilience to fluctuations in supply and pricing – a valuable benefit in the more geopolitically complex Archipelagos scenario – but can also help businesses to align with evolving regulatory expectations and net-zero goals. Under the Shell Horizon scenario, continued investment in solutions such as hydrogen and battery storage may be on the rise not just for compliance with future regulation, but for maintaining competitiveness in a carbon-focused global economy.\u003C/p\u003E\r\n\u003Cp\u003EAccording to the European Investment Bank, this trend is shaping the energy system in Europe, where countries invested nearly €11 billion in renewable energy generation in 2023 alone.\u003Csup\u003E8\u003C/sup\u003E As Rupen Tanna, General Manager for Power Trading at Shell Energy, explains, markets are shifting – and investors are responding.\u003C/p\u003E\r\n"}},{"organism":"StandaloneAsset","color":"inherited","colspan":7,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785_co/standalone_asset_144","model":{"image":{"src":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/main/section_213489785_co/standalone_asset_144.shellimg.png/1752664673513/graph-three.png","alt":"Two line graphs showing global energy trends from 2010 to 2060 under four scenarios: Surge (purple), Archipelagos (brown), Horizon (blue), and History (gray).","width":3840,"height":2160}}},{"organism":"Quote.Small","color":"brand3-solid","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785_co/quote","model":{"title":"Rupen Tanna, General Manager for Power Trading, Shell Energy","text":"\u003Cp\u003E\u003Cspan lang=\"EN-GB\"\u003E“We’ve seen growing customer interest in battery storage solutions,” he says. “This has led us to invest in strategic capabilities like Next Kraftwerke, one of Europe’s largest virtual power plant operators, and EGO Srl, a specialist in battery storage optimisation. We’ve also restructured our trading desk to better support the optimisation and integration of flexible assets across European markets.”\u003C/span\u003E\u003C/p\u003E\r\n"}},{"organism":"PromoSimple.Text","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785_co/text","model":{"text":"\u003Ch3\u003ELong-term energy planning: The key to unlocking a more sustainable energy future\u003C/h3\u003E\n\u003Cp\u003EAcross all three of The \u003Ca href=\"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/main/section_213489785_co/text.multi.stream/1746784000258/ca7e977082c0ee7f8e60e87fa41556287d3be0cf/the_2025_energy_security_scenarios.pdf\" target=\"_blank\"\u003E2025 Energy Security Scenarios\u003C/a\u003E, one theme, one theme is clear: the energy landscape of tomorrow is likely to look different from the one we know today. Whether dominated by the rapid integration of AI, geopolitical fragmentation or regulatory reform, these futures each represent a set of opportunities and challenges for business leaders across sectors in Europe and the world.\u003C/p\u003E\n\u003Cp\u003EExploring what the Surge, Archipelagos and Horizon scenarios could mean for businesses in the industrials sector in Europe may be a helpful way to consider options and build the future energy system.\u003C/p\u003E\n\u003Cp\u003EEurope’s business leaders might not be searching for life on distant moons, but they are exploring the systems that will power life on Earth for decades to come. Just as the European Space Agency has done with its Jupiter Icy Moons Explorer (Juice) mission, decision makers across the region may benefit from recognising the value of long-term thinking in shaping an energy scenario in which they continue to succeed.\u003C/p\u003E\n"}},{"organism":"PromoSimple","color":"brand3-solid","colspan":6,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785_co/promo","model":{"title":"The 2025 Energy Security Scenarios","text":"\u003Cp\u003E\u003Cspan\u003EAs society strives to deliver a new era of economic growth, ensure energy security and address climate change, artificial intelligence (AI) has matured to a point that it is making a broad impact in the world and on human life. But how might the energy system change as AI catalyses change across society?\u003C/span\u003E\u003C/p\u003E\r\n\r\n\r\n","links":[{"name":"Discover more about The 2025 Energy Security Scenarios","value":"https://www.shell.com/news-and-insights/scenarios/what-are-the-previous-shell-scenarios/the-2025-energy-security-scenarios.html"}],"image":{"src":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/main/section_213489785_co/promo.shellimg.jpeg/1754936130720/scenarios-surge.jpeg","alt":"A futuristic humanoid robot in a dynamic running pose, surrounded by bursts of glowing orange and blue light trails.","width":3840,"height":2160}}},{"organism":"PromoSimple","color":"brand3-solid","colspan":6,"colstart":7,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785_co/promo_copy","model":{"title":"Ask our Shell Energy Europe team","text":"\u003Cp\u003E\u003Cspan\u003EWe welcome all your enquiries and feedback on our products and services. Once your request is received, we will try to reply as soon as possible. To make it easier for us to assist you, please kindly provide as much information as possible when completing this form.\u003C/span\u003E\u003C/p\u003E\r\n\r\n\r\n\r\n\r\n","links":[{"name":"Contact our experts to find out more","value":"https://www.shell.com/shellenergy/shell-energy-europe/contact-us.html"}],"image":{"src":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/main/section_213489785_co/promo_copy.shellimg.png/1754936159123/employee-discussing-promo-image.png","alt":"Three professionals engaged in a discussion at a round table in a modern, glass-walled office.","width":800,"height":450}}},{"organism":"CallToAction","color":"brand3","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785_co/call_to_action","model":{"links":[{"name":"Find out more about Shell Energy Europe","value":"https://www.shell.com/shellenergy/shell-energy-europe.html","icon":"/content/dam/shell/icons/global/operations/search-square.svg"}]}},{"organism":"Container.List","children":[{"organism":"AccordionItem","color":"inherited","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785_co/list/list_item","model":{"title":"Legal disclaimer","text":"\u003Cp class=\"MsoNormal\" style=\"margin-bottom: 12.0pt; line-height: 115%;\"\u003E\u003Cb\u003E\u003Cspan lang=\"EN-GB\" style=\"font-family: ShellLight; mso-fareast-font-family: ShellLight; mso-bidi-font-family: ShellLight; color: black; mso-themecolor: text1;\"\u003EVersion for owned media:\u003C/span\u003E\u003C/b\u003E\u003Cspan lang=\"EN-GB\"\u003E\u003C/span\u003E\u003C/p\u003E\r\n\u003Cp class=\"MsoNormal\" style=\"margin-bottom: 12.0pt; line-height: 115%;\"\u003E\u003Cspan lang=\"EN-GB\" style=\"font-family: ShellLight; mso-fareast-font-family: ShellLight; mso-bidi-font-family: ShellLight; color: black; mso-themecolor: text1;\"\u003EWARNING - UNCERTAINTIES AHEAD: The 2025 Energy Security Scenarios. Shell’s scenarios are not intended to be projections or forecasts of the future. Shell’s scenarios, including the scenarios contained in this publication, are not Shell’s strategy or business plan. They are designed to stretch management to consider even events that may only be remotely possible. Scenarios, therefore, are not intended to be predictions of likely future events or outcomes and investors should not rely on them when making an investment decision with regard to Shell plc securities. When developing Shell’s strategy, our scenarios are one of many variables that we consider. Ultimately, whether society meets its goal to decarbonise is not within Shell’s control, and only governments can create the framework necessary for society to meet the Paris Agreement’s goal. We have developed scenarios that fall into two different categories. Our Surge and Archipelagos scenarios are exploratory scenarios, which means we do not assume a particular outcome within their development, rather we use plausible assumptions based on the data to determine what we believe could occur in the future. Of course, there are multiple possible paths in detail that society could take and our exploratory scenarios are designed to explore a plausible range. The Horizon scenario is a normative scenario, which means we assume that society pursues efforts to limit the temperature increase to 1.5 C above pre-industrial levels, as per Article 2 of the Paris Agreement. With such an assumption in place, we then set out how this may occur. Our detailed energy system assumptions for Horizon are based on what we believe are technically possible as of today and not necessarily plausible. The normative analysis shows that achieving the goal of the Paris Agreement and the future depicted in Horizon while maintaining a growing global economy will be extremely challenging. Cautionary Note: The companies in which Shell plc directly and indirectly owns investments are separate legal entities. In this publication “Shell”, “Shell Group” and “Group” are sometimes used for convenience where references are made to Shell plc and its subsidiaries in general. Likewise, the words “we”, “us” and “our” are also used to refer to Shell plc and its subsidiaries in general or to those who work for them. These terms are also used where no useful purpose is served by identifying the particular entity or entities. ‘‘Subsidiaries’’, “Shell subsidiaries” and “Shell companies” as used in this publication refer to entities over which Shell plc either directly or indirectly has control. The contents of websites referred to in this publication do not form part of this publication. We may have used certain terms, such as resources, in this publication that the United States Securities and Exchange Commission (SEC) strictly prohibits us from including in our filings with the SEC. Investors are urged to consider closely the disclosure in our Form 20-F, File No 1-32575, available on the SEC website \u003C/span\u003E\u003Cspan lang=\"EN-GB\"\u003E\u003Ca\u003E\u003Cspan style=\"font-family: ShellLight; mso-fareast-font-family: ShellLight; mso-bidi-font-family: ShellLight; color: #467886;\"\u003Ewww.sec.gov\u003C/span\u003E\u003C/a\u003E\u003C/span\u003E\u003Cspan lang=\"EN-GB\" style=\"font-family: ShellLight; mso-fareast-font-family: ShellLight; mso-bidi-font-family: ShellLight; color: black; mso-themecolor: text1;\"\u003E.\u003C/span\u003E\u003Cspan lang=\"EN-GB\"\u003E\u003C/span\u003E\u003C/p\u003E\r\n"}},{"organism":"AccordionItem","color":"inherited","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785_co/list/list_item_1105766900","model":{"title":"References","text":"\u003Cp\u003E1 The Planetary Society. “\u003Ca href=\"https://www.planetary.org/space-missions/juice\"\u003EJuice, exploring Jupiter’s icy moons\u003C/a\u003E\u003Cspan style=\"font-size: 0.8125rem; font-weight: normal;\"\u003E.” N.D.\u003C/span\u003E\u003C/p\u003E\r\n\u003Cp\u003E2 Shell. “\u003Ca href=\"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/main/section_213489785_co/list/list_item_1105766900.multi.stream/1746784000258/ca7e977082c0ee7f8e60e87fa41556287d3be0cf/the_2025_energy_security_scenarios.pdf\"\u003EThe 2025 Energy Security Scenarios\u003C/a\u003E.” 2025.\u003C/p\u003E\r\n\u003Cp\u003E3 IEA. “\u003Ca href=\"https://www.ieabioenergy.com/blog/publications/iea-renewables-2023-biofuel-and-biogas-forecasts/?utm_source\"\u003EIEA Renewables 2023 – Biofuel and Biogas Forecasts\u003C/a\u003E.“ 2024.\u003C/p\u003E\r\n\u003Cp\u003E4 IEA. “\u003Ca href=\"https://www.iea.org/reports/global-energy-review-2025/global-trends?\"\u003EGlobal Energy Review 2025. Global Trends\u003C/a\u003E.” 2025.\u003C/p\u003E\r\n\u003Cp\u003E5 IEA. “\u003Ca href=\"https://www.iea.org/news/global-gas-demand-set-for-stronger-growth-in-2024-despite-heightened-geopolitical-uncertainty?\"\u003EGlobal gas demand set for stronger growth in 2024 despite heightened geopolitical uncertainty\u003C/a\u003E.” 2024.\u003C/p\u003E\r\n\u003Cp\u003E6 European Commission. “\u003Ca href=\"https://research-and-innovation.ec.europa.eu/system/files/2022-06/ec_rtd_he-investing-to-shape-our-future_0.pdf?utm_source\"\u003EHorizon Europe: The EU Research & Innovation Programme 2021-2027\u003C/a\u003E.” 2021.\u003C/p\u003E\r\n\u003Cp\u003E7 Future Market Insights. “\u003Ca href=\"https://www.futuremarketinsights.com/reports/climate-tech-market\"\u003EClimate Tech Market Outlook from 2025 to 2035\u003C/a\u003E.” 2025.\u003C/p\u003E\r\n\u003Cp\u003E8 European Investment Bank. “\u003Ca href=\"https://www.eib.org/en/essays/europe-energy-transition-renewable\"\u003EInvested in renewables: The only way forward\u003C/a\u003E.” 2024.\u003C/p\u003E\r\n"}}],"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785_co/list","model":{}}],"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_213489785_co","model":{}},{"organism":"Container.Section","color":"brand2-subtle","children":[{"organism":"PromoCard","color":"brand1","colspan":4,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_342071982_co/promo_copy_copy_copy","model":{"title":"Shell Energy Europe","text":"\u003Cp\u003EIn Europe, Shell Energy is involved across all areas of the energy system, from renewable power generation to gas and power trading and supplying businesses.\u003C/p\u003E\r\n\r\n\r\n","links":[{"value":"https://www.shell.com/shellenergy/shell-energy-europe.html"}],"image":{"src":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/main/section_342071982_co/promo_copy_copy_copy.shellimg.png/1745418956196/palace-of-parliament.png","alt":"The Palace of Parliament at The Hague","width":3840,"height":2160}}},{"organism":"PromoCard","color":"brand1","colspan":4,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_342071982_co/promo_copy_copy_1968","model":{"title":"Insights Hub","text":"\u003Cp\u003ENews and insights from Shell Energy Europe.\u003C/p\u003E\r\n\r\n\r\n","links":[{"value":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights.html"}],"image":{"src":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/main/section_342071982_co/promo_copy_copy_1968.shellimg.png/1744718530880/shell-energy-pipelines.png","alt":"Two men in red suits under pipelines","width":3840,"height":2160}}},{"organism":"PromoSimple","color":"brand1","colspan":4,"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_342071982_co/promo_copy_copy_copy_644253262","model":{"title":"Explore by location","links":[{"name":"Shell Energy Deutschland","value":"https://www.shell.de/geschaeftskunden/energie.html","icon":"/content/dam/shell/icons/business/amidala/flags/de.svg"},{"name":"Shell Energy Espana","value":"https://www.shell.es/shell-energy-soluciones-energeticas.html","icon":"/content/dam/shell/icons/business/amidala/flags/es.svg"},{"name":"Shell Energy Italia","value":"https://www.shell.it/shell-energy-italia.html","icon":"/content/dam/shell/icons/business/amidala/flags/it.svg"},{"name":"Shell Energy Nederland","value":"https://www.shell.nl/bedrijven/shell-energy-nederland.html","icon":"/content/dam/shell/icons/business/amidala/flags/nederland.svg"},{"name":"Shell Energy UK","value":"https://uk.shellenergy.com/","icon":"/content/dam/shell/icons/business/amidala/flags/uk.svg"}]}}],"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main/section_342071982_co","model":{"title":"More from Shell Energy Europe"}}],"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/main","model":{}},{"organism":"Container.Footer","children":[{"organism":"Breadcrumb.Large","model":{"links":[{"name":"Home","value":"https://www.shell.com/"},{"name":"Shell Energy","value":"https://www.shell.com/shellenergy.html"},{"name":"Shell Energy Europe","value":"https://www.shell.com/shellenergy/shell-energy-europe.html"},{"name":"News and insights","value":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights.html"},{"name":"Four trends set to shape Europe’s industrial energy future – Shell","value":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future.html"}]},"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/footer/breadcrumb"},{"organism":"Container.Raw","ref":"https://www.shell.com/_jcr_content/root/footer/inherited.model.json","id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/footer/inherited","model":{}}],"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content/root/footer","model":{}}],"id":"/conf/shell/settings/wcm/templates/base/structure/jcr_content/root","model":{}}],"model":{"title":"Four trends set to shape Europe’s industrial energy future – Shell","text":"Explore Shell’s 2025 Energy Security Scenarios and discover four key trends shaping Europe's industrial energy future amid AI, renewables, and resilience.","date":"2025-07-22T13:00:00Z","links":[{"name":"canonical","value":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future.html"},{"name":"errorUrl","value":"https://www.shell.com/error.html"},{"name":"hierarchy","value":"en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future"},{"name":"homeTitle","value":"Shell Global"},{"name":"homeUrl","value":"https://www.shell.com/"},{"name":"locale","value":"en-GB"},{"name":"title","value":"Four trends set to shape Europe’s industrial energy future – Shell | Shell Global"},{"name":"textDirection","value":"ltr"},{"name":"template","value":"base"},{"name":"contentPath","value":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future"},{"name":"externalDisclaimerText","value":"Shell plc Legal Disclaimer\r\n\r\nYou are now leaving the Shell global website.\r\n\r\nThe link you have selected will direct you to a website that is not controlled by Shell plc or any member of the Shell Group. Accordingly, neither Shell plc nor any member of the Shell Group endorses, adopts, certifies or otherwise validates the information and material contained on the linked website. This includes its sponsor and any policies, activities or services offered on the site, by any advertiser on the site or linked to the site.\r\n\r\nThank you for visiting the Shell global website."},{"name":"themeMode"},{"name":"lastModified","value":"2026-01-20T08:44:39.524Z"},{"name":"dateModified","value":"2025-10-24T00:00Z"},{"name":"adobeAnalyticsUrl","value":"https://scmetrics.shell.com/b/ss/shell.amidala.nativeimplementation.poc/0"},{"name":"themeName","value":"shell-energy"},{"name":"themePath","value":"/etc.clientlibs/amidala/clientlibs/theme-shell-energy"},{"name":"themeCss","value":"/etc.clientlibs/amidala/clientlibs/theme-shell-energy.ACSHASH7e079cd05af5e27a823c2bf69b9fabde.css"}],"tags":[{"name":"Energy explained","value":"shell:corporate/energy-explained"},{"name":"Energy market","value":"shell:corporate/energy-market"},{"name":"Decarbonisation","value":"shell:corporate/decarbonisation"}],"image":{"src":"https://www.shell.com/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/_jcr_content/root/metadata.shellimg.png/1752683680024/employee-inspecting-header-image.png","alt":"A male engineer wearing a yellow hard hat and high-visibility vest stands in a modern, high-tech automotive factory. ","width":3840,"height":2160}},"id":"/content/shell/corporate/global/en_gb/shellenergy/shell-energy-europe/news-and-insights/four-trends-set-to-shape-europes-industrial-energy-future/jcr_content"}