Insights and Analysis

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

13 May 2026

Aerial view of road between green summer forest and blue lake in Finland

Key takeaways

The Strait of Hormuz crisis highlights EU energy vulnerabilities and is accelerating strategic responses. Short-term measures include government tax relief and coordinated EU actions to mitigate energy price impacts.Long-term strategies focus on electrification, expanding renewables, infrastructure upgrades, and reviewing nuclear options. Major investment opportunities are emerging in renewables, storage, hydrogen, grid infrastructure, and demand-led projects like data centers.

The recent disruptions in the Strait of Hormuz have intensified energy security concerns across Europe, prompting both immediate relief measures and the acceleration of long-term strategies. This episode of the Future of Energy podcast outlines how governments and the EU are responding to the crisis, highlighting key investment opportunities in the shift toward a more resilient and independent energy system.

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.