Turning Crisis into Strategy: EU measures and investment opportunities after the Hormuz disruption

In this episode of the Future of Energy podcast, Hogan Lovells lawyers Fernando Calancha (Madrid), Stewart Forbes (Washington, D.C.), and Florian-Alexander Wesche (Düsseldorf) explore how disruptions around the Strait of Hormuz are prompting both immediate and strategic responses, particularly across Europe. In the short term, governments are introducing relief measures such as tax cuts and support for industry, alongside more coordinated EU-level responses. In the longer term, the focus is on accelerating electrification; expanding grids and renewables; streamlining permitting; and reassessing nuclear and other flexible energy sources to strengthen security of supply. The podcast highlights major opportunities in renewables, storage, hydrogen, and grid infrastructure, alongside growing demand-driven projects such as data centers. Overall, while the crisis is creating short-term pressure, it is also accelerating long-term investment and the shift toward a more resilient, independent energy system.