EU strategy to electrify independently
The hosts:
Vincent Gregoir, Junction Growth Investors
Shravan Shah, Keeling Capital
What is this Ripple about?
From interdependence to interdependence? Europe's prioritization strategy to electrify independently from China.
Why this topic timely or urgent in 2026
In 2026, this topic is urgent because Europe must rapidly electrify—for climate, industrial competitiveness, and security—while simultaneously reducing its reliance on China amid rising geopolitical tensions, supply-chain risks, and price volatility. The choices made now on batteries, grids, and critical raw materials will lock in Europe’s strategic dependencies for the next decade.
Key questions or challenges being explored
What should Europe prioritise first in electrification—and what should it deliberately not try to localise or control?
How do policymakers, corporates, and investors decide where strategic autonomy truly matters versus where interdependence is acceptable?
Which investments deliver the biggest resilience gains per euro today (e.g. grids, power electronics, batteries), and which can wait without increasing risk?
The main tension or debate at the heart of this discussion
The core tension is between speed and sovereignty: Europe needs to electrify fast and at scale, but full self‑sufficiency is costly, slow, and sometimes unrealistic. The debate is about where to draw the line—which parts of the value chain must be prioritised for strategic control, and which dependencies can be accepted without undermining resilience.
Who would get the most value from attending this Ripple?
Senior venture and growth investors investing in EU and energy transition
Innovation executives and corporate strategy leaders
Policymakers