Energy Shift
Visualizing the EU’s Energy Dependency
Visualizing the EU’s Energy Dependency
In response to Russia’s 2022 invasion of Ukraine, the U.S. and EU have imposed heavy sanctions aimed at crippling the Russian economy. However, these bold actions also come with some potentially messy complications: Russia is not only one of the world’s largest exporters of energy products, but it is also Europe’s biggest supplier of these fuels.
As of October 2021, Russia supplied 25% of all oil imported by the EU, which is three times more than the second-largest trade partner. Naturally, the policies and circumstances that have led to this dependency have been under major scrutiny in recent weeks.
To help you learn more, this infographic visualizes energy data from Eurostat.
Energy Dependency, by Country
To start, let’s compare the energy dependence of each EU member, both in 2000 and 2020 (the latest year available). This metric shows the extent to which a country relies upon imports to meet its energy needs.
Note that Denmark’s value of -35.9% for the year 2000 is not a typo. Rather, it means that the country was a net exporter of energy.
Country | 2000 | 2020 |
---|---|---|
🇦🇹 Austria | 65.5% | 58.3% |
🇧🇪 Belgium | 78.2% | 78.0% |
🇧🇬 Bulgaria | 46.4% | 37.9% |
🇭🇷 Croatia | 48.5% | 53.6% |
🇨🇾 Cyprus | 98.6% | 93.1% |
🇨🇿 Czechia | 22.7% | 38.9% |
🇩🇰 Denmark | -35.9% | 44.9% |
🇪🇪 Estonia | 34.0% | 10.6% |
🇫🇮 Finland | 55.5% | 42.0% |
🇫🇷 France | 51.2% | 44.5% |
🇩🇪 Germany | 59.4% | 63.7% |
🇬🇷 Greece | 69.1% | 81.4% |
🇭🇺 Hungary | 55.0% | 56.6% |
🇮🇪 Ireland | 85.4% | 71.3% |
🇮🇹 Italy | 86.5% | 73.5% |
🇱🇻 Latvia | 61.0% | 45.5% |
🇱🇹 Lithuania | 57.8% | 74.9% |
🇱🇺 Luxembourg | 99.6% | 92.5% |
🇲🇹 Malta | 100.2% | 97.6% |
🇳🇱 Netherlands | 38.3% | 68.1% |
🇵🇱 Poland | 10.7% | 42.8% |
🇵🇹 Portugal | 85.3% | 65.3% |
🇷🇴 Romania | 21.9% | 28.2% |
🇸🇰 Slovakia | 65.1% | 56.3% |
🇸🇮 Slovenia | 51.9% | 45.8% |
🇪🇸 Spain | 76.8% | 67.9% |
🇸🇪 Sweden | 39.3% | 33.5% |
Average | 56.3% | 57.5% |
Over this 20-year timeframe, the EU-27 average country’s energy dependence has increased from 56.3% to 57.5%, meaning EU members became slightly more reliant on energy imports over those two decades.
Where Do EU’s Energy Imports Come From?
Looking further into energy imports reveals that Russia is the main supplier of crude oil, coal, and natural gas. Continue below for more details.
Crude Oil Imports
The EU imports more crude oil from Russia than the next three countries combined.
Country | Percentage of total |
---|---|
🇷🇺 Russia | 26.9% |
🇮🇶 Iraq | 9.0% |
🇳🇬 Nigeria | 7.9% |
🇸🇦 Saudi Arabia | 7.7% |
🇰🇿 Kazakhstan | 7.3% |
🇳🇴 Norway | 7.0% |
🇱🇾 Libya | 6.2% |
🇺🇸 United States | 5.3% |
🇬🇧 United Kingdom | 4.9% |
🇦🇿 Azerbaijan | 4.5% |
🇩🇿 Algeria | 2.4% |
Others | 10.9% |
This shouldn’t come as a surprise, as Russia was the world’s third largest producer of oil in 2020. The country has several state-owned oil companies including Rosneft and Gazprom.
Coal Imports
Coal-fired power plants are still being used across the EU, though most member states expect to completely phase them out by 2030.
Country | Percentage of total |
---|---|
🇷🇺 Russia | 46.7% |
🇺🇸 United States | 17.7% |
🇦🇺 Australia | 13.7% |
🇨🇴 Colombia | 8.2% |
🇿🇦 South Africa | 2.8% |
Others | 10.9% |
Russia has the second largest coal reserves in the world. In 2020, it mined 328 million metric tons, making it the sixth largest producer globally.
Natural Gas Imports
Natural gas is commonly used to heat buildings and water. A majority of the EU’s supply comes from Russia via the Nord Stream series of pipelines.
Country | Percentage of total |
---|---|
🇷🇺 Russia | 41.1% |
🇳🇴 Norway | 16.2% |
🇩🇿 Algeria | 7.6% |
🇶🇦 Qatar | 5.2% |
Others | 29.9% |
Nord Stream 1 is the longest sub-sea pipeline in the world and was completed in 2011. It starts from the Russian city of Vyborg and connects to the EU through Germany.
Nord Stream 2 is a recently constructed expansion which was expected to double the project’s capacity. Germany has since halted the approval process for this pipeline in response to Russia’s 2022 invasion of Ukraine.
What Happens Now?
In retaliation against Western sanctions, Russia has announced an impending ban on exports of certain goods and raw materials.
European gas prices skyrocketed in response, as many fear that Russia could cut off natural gas supplies. This, of course, would have very negative effects on both consumers and businesses.
In early March 2022, both the European Commission and the International Energy Agency (IEA) introduced proposals on how Europe could reduce its energy dependency.
We must become independent from Russian oil, coal and gas. We simply cannot rely on a supplier who explicitly threatens us.
– Ursula von der Leyen, President of the European Commission
Cutting off one’s biggest supplier is likely to cause issues, especially when dealing with something as critical as energy. Few countries have the capacity (or willingness) to immediately replace Russian imports.
The proposals also discussed options for boosting Europe’s domestic output, though the commission’s report notably excluded nuclear power. For various reasons, nuclear remains a polarizing topic in Europe, with countries taking either a pro or anti stance.
Energy Shift
Visualizing the Decline of Copper Usage in EVs
Copper content in EVs has steadily decreased over the past decade, even as overall copper demand rises due to the increasing adoption of EVs.
Visualizing the Decline of Copper Usage in EVs
Copper intensity in passenger battery electric vehicles (BEVs) has steadily decreased over the last decade, driven by numerous technological advancements alongside increasing usage of alternative materials such as aluminum.
In this graphic, we visualize the evolution of copper demand in various subcomponents of passenger battery electric vehicles (BEVs) from 2015 to 2030F, along with total global copper demand driven by EVs for the same period. This data comes exclusively from Benchmark Mineral Intelligence.
Copper Intensity Per Car
According to Benchmark Mineral Intelligence, the copper intensity per vehicle is expected to decline by almost 38 kg, from 99 kg in 2015 to 62 kg by 2030.
Year | Wiring | Motor | Copper Foil | Busbar | Auxiliary Motor | Charging Cable | Total |
---|---|---|---|---|---|---|---|
2015 | 30 | 8 | 41.26 | 13.23 | 2.87 | 3.96 | 99.32 |
2016 | 29 | 8 | 38.68 | 13.37 | 2.85 | 3.92 | 95.82 |
2017 | 28 | 7 | 32.67 | 12.72 | 2.84 | 3.90 | 87.13 |
2018 | 27 | 7 | 26.39 | 11.87 | 2.82 | 3.88 | 78.96 |
2019 | 26 | 7 | 28.00 | 10.85 | 2.78 | 3.82 | 78.45 |
2020 | 25 | 7 | 24.71 | 10.24 | 2.73 | 3.76 | 73.44 |
2021 | 24 | 6 | 25.27 | 9.29 | 2.69 | 3.70 | 70.95 |
2022 | 23 | 7 | 28.44 | 8.56 | 2.65 | 3.64 | 73.29 |
2023 | 22 | 7 | 29.87 | 8.12 | 2.61 | 3.58 | 73.18 |
2024F | 21 | 7 | 27.73 | 7.67 | 2.56 | 3.52 | 69.48 |
2025F | 20 | 7 | 27.79 | 7.19 | 2.52 | 2.51 | 67.01 |
2026F | 20 | 7 | 27.78 | 6.63 | 2.48 | 3.41 | 67.30 |
2027F | 19 | 8 | 27.55 | 6.15 | 2.44 | 3.35 | 66.49 |
2028F | 18 | 8 | 26.77 | 5.70 | 2.40 | 3.30 | 64.17 |
2029F | 18 | 8 | 26.17 | 5.51 | 2.39 | 3.28 | 63.35 |
2030F | 17 | 8 | 25.63 | 5.44 | 2.37 | 3.26 | 61.70 |
One of the most significant factors driving this decline is thrifting, where engineers and manufacturers continuously improve the efficiency and performance of various components, leading to reduced copper usage. A key example of this is in battery production, where the thickness of copper foil used in battery anodes has significantly decreased.
In 2015, Benchmark estimated copper foil usage was just over 41 kg per vehicle (at an average thickness of 10 microns), but by 2030, it is projected to fall to 26 kg as manufacturers continue to adopt thinner foils.
Similarly, automotive wiring systems have become more localized, with advances in high-voltage wiring and modular integration allowing for reduced copper content in wiring harnesses.
Copper used in wiring has dropped from 30 kg per vehicle in 2015 to a projected 17 kg by 2030.
Newer, more compact power electronics and improved thermal management in motors and charging cables have also contributed to the reduction in copper usage.
Substitution has also played a role, with alternatives such as aluminum increasingly being used in components like busbars, wiring harnesses, and charging cable applications.
Aluminum’s lighter weight and lower cost have made it a practical alternative to copper in specific applications, though the additional space required to achieve the same level of conductivity can limit its use in certain cases.
Benchmark estimates that copper used in automotive wire harnesses has declined by 30% between 2015 and 2024.
The Road Ahead
Despite reductions in per-vehicle copper usage, the outlook for copper demand from the EV sector remains strong due to the sector’s growth.
Year | EV Sector Copper Demand (tonnes) |
---|---|
2015 | 56K |
2016 | 82K |
2017 | 111K |
2018 | 166K |
2019 | 179K |
2020 | 237K |
2021 | 447K |
2022 | 696K |
2023 | 902K |
2024F | 1.0M |
2025F | 1.2M |
2026F | 1.5M |
2027F | 1.7M |
2028F | 2.0M |
2029F | 2.2M |
2030F | 2.5M |
Benchmark’s analysis indicates that by 2030, copper demand driven by EVs alone will exceed 2.5 million tonnes, securing copper’s critical role in the transition to a low-carbon future.
Energy Shift
Visualizing the Rise in Global Coal Consumption
China remains the largest coal consumer, making up 56% of the global total.
Visualizing the Rise in Global Coal Consumption
This was originally posted on our Voronoi app. Download the app for free on iOS or Android and discover incredible data-driven charts from a variety of trusted sources.
Despite efforts to decarbonize the economy, global coal consumption surpassed 164 exajoules for the first time in 2023. The fossil fuel still accounts for 26% of the world’s total energy consumption.
In this graphic, we show global coal consumption by region from 1965 to 2023, based on data from the Energy Institute.
China Leads in Coal Consumption
China is by far the largest consumer of coal, accounting for 56% of the global total, with 91.94 exajoules in 2023.
It is followed by India, with 21.98 exajoules, and the U.S., with 8.20 exajoules. In 2023, India exceeded the combined consumption of Europe and North America for the first time.
Regionally, North America and Europe have seen a decline in coal consumption since the 1990s, while the Asia-Pacific region experienced a surge in demand during the same period.
Year | Asia Pacific (Exajoules) | North America | Europe | Rest of the World | Total World |
---|---|---|---|---|---|
2013 | 114.14 | 19.48 | 15.86 | 11.47 | 160.95 |
2014 | 115.74 | 19.39 | 14.88 | 11.68 | 161.62 |
2015 | 115.00 | 16.89 | 14.24 | 11.11 | 157.25 |
2016 | 113.21 | 15.55 | 13.74 | 11.35 | 153.85 |
2017 | 115.67 | 15.30 | 13.29 | 11.23 | 155.50 |
2018 | 119.05 | 14.50 | 12.98 | 11.34 | 157.87 |
2019 | 121.94 | 12.49 | 11.06 | 11.45 | 156.95 |
2020 | 121.91 | 9.97 | 9.57 | 10.82 | 152.27 |
2021 | 127.75 | 11.24 | 10.44 | 11.12 | 160.56 |
2022 | 129.80 | 10.54 | 10.02 | 11.18 | 161.53 |
2023 | 135.70 | 8.83 | 8.39 | 11.11 | 164.03 |
Coal Production on the Rise
In addition to consumption, global coal production also reached its highest-ever level in 2023, at 179 exajoules.
The Asia-Pacific region accounted for nearly 80% of global output, with activity concentrated in Australia, China, India, and Indonesia.
China alone was responsible for just over half of total global production.
Learn More on the Voronoi App
If you want to learn more about fossil fuel consumption, check out this graphic showing the top 12 countries by fossil fuel consumption in 2023.
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