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AEII submission for the public consultation on the 2030 climate policy
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The climate and industrial transformation agendas should be implemented simultaneously.
In the Masterplan for a Competitive Transformation of EU Energy-intensive Industries Enabling a Climateneutral, Circular Economy by 2050 the High Level Group on Energy Intensive Industries has highlighted the need for rapid progress on the demonstration of first-of-its kind technologies by 2030, considering the short time left until 2050. Energy-Intensive Industries (EIIs) support the Commission’s long-term vision for industry, but we now need to go beyond the vision and the high-level statements: industry needs an enabling regulatory framework and specific supporting measures creating the framework conditions for the transformation of our sectors. Setting up the “right enabling framework conditions for this transition” is a must, here and now: hence we call for a Clean Industry Package with concrete actions in the next 12 months, matching Europe’s climate ambition.
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A milestone occasion to quickly and effectively restore affordable electricity, to relaunch the
decarbonization and strengthen the international competitiveness of the European steel
industry.
Brussels, 02 December 2025 – Unchanged negative conditions – U.S. tariffs and trade disruptions, economic and geopolitical tensions, protracted weak demand and still high energy prices – continue to weigh on the European steel market. EUROFER’s latest Economic and Steel Market Outlook confirms for 2025 another recession in both apparent steel consumption (-0.2%, unchanged) and steel-using sectors (-0.5%, revised from -0.7%). A potential recovery is expected only in 2026 for the Steel Weighted Industrial Production index (SWIP) (+1.8%, stable) and for apparent steel consumption (+3%, slightly revised from +3.1%) – although consumption volumes would still remain well below pre-pandemic levels. Steel imports retained historically high shares (27%), while exports plummeted (-9%) in the first eight months of 2025.
Fourth quarter 2025 report. Data up to, and including, second quarter 2025