Germany's coal phase-out plan delays: Impact on European energy infrastructure and gas markets

Germany's coal phase-out plan is still scheduled to be implemented in 2038, which delays the critical impact assessment until spring 2025, contrary to EU-wide push for early exit from the coal market. This decision brought regulatory uncertainty, affecting energy infrastructure investment and cross-border grid projects. Despite public opinion’s tendency to accelerate transformation, the government’s position could extend its dependence on coal and complicate gas investment strategies in the broad context of Europe’s transition to renewable energy.