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Focus: The Statutory Solidarity Illusion and Volume I Foundation
Executive Summary & Key Takeaways
- Statutory Solidarity vs. Physical Flow: Analysis of Regulation EU 2024/1789 revealing that unexercised legal solidarity duties create false operational security without pre-tested physical routing.
- Grid Bottlenecks (1,700 GW Trapped): Detailed analysis of European connection queues shifting the strategic challenge from power generation to grid transmission.
- HVDC European Market Concentration: European OEMs holding ~66% market share with 4+ year lead times, defining transmission hardware as Europe's primary industrial leverage.
- Reference Framework: Aligned with CDS-2026-EU v1.2 and The Integration Gap — Volume I: The Instruments Nobody Has Used (v1.3 FINAL).