Report · First edition · September 2026

The State of Industrial Electrification in Europe 2026

How much of Europe's industrial heat could run on electricity, what it costs against natural gas in each member state, and how much of it already pays for itself. Built on a full year of hourly power prices, with each country's own taxes, levies and network fees.

Download the report (PDF) Free · 21 slides · Updated September 2026

On 2025 prices, taxes and network fees across the EU.

4.7 EJ
Technical potential
Industrial heat now made from fuel that has an electric route available with technology already on the market.
17%
Competitive today
The share of that potential that already costs less to run on electricity than on gas.
11 bcm
Gas displaced per year
About €4.2 billion off the European import bill, at 2025 gas prices.
72 TWh
New electricity demand
The extra electricity that electrification would need: about 70% of the output of the solar and wind the EU added in 2025 (IEA).

Heat pumps already beat gas in most of the EU

In 15 member states, heat-pump heat costs less than heat from a gas boiler on full-year prices. Germany and Italy are not among them, despite the largest industrial heat demand in Europe.

Electric steam is a harder case

An electric boiler, although cheaper to buy than a heat pump, suffers from lower efficiency and is struggling for competitiveness. Adding thermal storage cuts the cost substantially everywhere, but on 2025 prices it clears the gas benchmark in only Sweden and Finland.

The spread between countries is mainly about policy rather than power prices

Wholesale power prices vary far less between member states than the LCOH of electric heat. What separates countries the most are taxes, levies and network charges.

Reform moves the line

Cutting the electricity tax for heat to the EU minimum and discounting network fees for flexible use takes the number of countries where electric steam beats gas from two to seven.

The report is free to download and its charts are published under CC BY 4.0, so they may be reused with attribution.

Cite as: Hannula, I. (2026). The State of Industrial Electrification in Europe 2026. Carbon Economics.

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