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After escaping Russian energy dependence, Europe is locking itself in to US LNG

https://davekeating.substack.com/p/after-escaping-russian-energy-dependence
71•hunglee2•2h ago

Comments

mytailorisrich•1h ago
Another level of irony is that this is partly because Europe does not want to develop shale gas for environmental reasons, so it imports US LNG... which is mostly shale gas [1].

The US love Europe's policies...

[1] https://www.reuters.com/business/energy/surging-us-lng-expor...

adrianN•1h ago
It makes sense not to invest a lot of money into fossile infrastructure when you plan to be fossile free in about twenty years.
mytailorisrich•1h ago
Considering that the industry is highly profitable I'd say that Europe spends more importing gas than producing it locally, which would also benefit the economy and improve strategic independence.

Investments in fossil fuel infrastructure still happen, too, in the form of LNG terminals.

ourmandave•1h ago
I assume they don't want fracking. Let Texas and North Dakota keep their earthquakes and polluted water tables.
seszett•1h ago
That's not especially ironic though. In doing that Europe avoids the pollution associated with shale gas exploitation. The gas itself isn't different once it is extracted, so it doesn't matter if the imported gas is shale gas or whatever else.

The root problem is needing gas at all, of course.

mytailorisrich•1h ago
The hypocrisy is that, like many other polluting industries, Europe is just sending pollution somewhere else. Then it self-congratulates on how green it is. And it pays foreign powers through the nose at the same time, and then European governments say that "there is no money".

There is very little strategic thinking in Europe.

nradov•1h ago
If a problem has no solution then it's not really a "problem", it's just a fact to be accepted. Regardless of heat and power generation, natural gas is a crucial feedstock for manufacturing many types of chemicals. There is no conceivable future where we don't need that stuff to maintain a modern industrial civilization.
myrmidon•8m ago
> Regardless of heat and power generation, natural gas is a crucial feedstock for manufacturing many types of chemicals.

Maybe, but the vast majority of gas use in dustry is for heat and power and electricity is a trivial substitute there.

And even the direct use as process input is far from unavoidable, because in a lot of cases this use could be reduced/eliminated or shift to synthetic inputs, which would happen organically if prices shifted long-term anyway.

pandemic_region•1h ago
It makes sense from EU point of view. We'll let another continent destroy itself environmentally and leverage their output during the process. Better that destroying our own soil.
jajko•1h ago
We already damaged Europe in many ways, so yes what you say is true. One day US population will realize the same, but I guess things need to get worse before they start to improve.
thiago_fm•1h ago
Have you seen the environmental impact of shale gas?

If the US is willing to destroy certain areas of its country in exchange for money, Europe will give them the dollars.

If Europe has nobody else to do it for them, I'm sure they'll do it themselves.

GuB-42•1h ago
Also, both Europe and the US are happy to have China do the dirty jobs so that they stay clean in their countries. With the consequences we all know today in terms of dependence.

Furthermore, China doesn't want to be dirty anymore, in fact they are maybe the ones who take green technologies the most seriously. So the dirtiest jobs are pushed to other countries, mostly in southeast Asia.

llm_nerd•1h ago
> Also, both Europe and the US are happy to have China do the dirty jobs so that they stay clean in their countries

Can you give examples? What "dirty jobs" is China, and now apparently other countries, being purportedly forced to do? So is Trump really an environmentalist when he levied massive tariffs on countries in the region?

No, when countries devastate their environment they do it on their own volition. China was disastrously dirty mostly due to domestic reasons like the absolute lack of pollution controls, coal burning, and so on. China introspected and decided that they wanted to be better than that (the Olympics might legitimately have been a major turning point) and have done an amazing job cleaning the country up, and many areas are now truly Western. Air quality is infinitely better...at the same time that the country is making more than ever for the rest of the world.

Other countries haven't got there yet. India, the Philippines and so on have only themselves to blame for the state of their country, however self-comforting the delusion that it's really outsiders that are to blame might be.

altcognito•1h ago
There are no outsiders when it comes to pollution. We get one planet. That's it.

So, China is free to choose to pollute, as is Europe and the US free to choose production from a source that doesn't pollute as much.

Their electrical infrastructure that is built on coal (60% of current generation) even if they've made huge improvements. Rare earth mining and building of all those electrical batteries and solar panels is a pretty dirty business. Reality is China produces a colossal amount of stuff, and much of it is pretty dirty (it would probably be dirty anywhere as that's the nature of making things at an industrial scale)

Right now China seems headed in the right direction for pollution, moreso than the US. And probably the only way they end up reducing pollution completely is to grow wealthy enough to replace old methods.

GuB-42•1h ago
The US literally dumped their trash in China for "recycling". China doesn't want to anymore and India and several southeast Asia countries took over (Indonesia, Vietnam, ...).

And sure the the western world wasn't forced to trash China, but when a country decides to buy Chinese production that we know was made with no regard for the environment because it is more competitive than doing it locally where one has no choice but to care, then you are effectively exporting pollution.

As for Trump being an environmentalist with his tariffs. A few decades ago, he would have been, not so much anymore. If he didn't insist on trashing his own country that is.

llm_nerd•49m ago
> The US literally dumped their trash in China for "recycling"

No one "dumped" anything. There weren't random ships sneaking onto the coast and dumping their contents. No airdrops tossing out garbage bags.

This was a pull industry and China had such a negligent position on their environment that people -- Chinese people, in China, allowed by China -- made money tendering for recycling contracts and then just stacking it into a giant pile, presumably awaiting some innovation that would make it worthwhile to process. That precisely speaks to exactly what I was saying, and externalizing that and blaming it on others is the sort of patronizing, laughably bigoted infantilizing that people do about developing nations, and it's extraordinarily unhelpful. China started caring, and regulated these exploiters out of business.

> and India and several southeast Asia countries took over (Indonesia, Vietnam, ...)

Vietnam is a surprisingly clean country. Like you can drop a Google Maps pin almost anywhere in Vietnam and while it might not be glitzy and rich, there is a sense of pride in environment and a care and a concern about the commons.

India and Bangladesh, on the other hand... Yeah, this isn't covertly imported garbage, but instead is 100% domestic sourced, just as the vast majority of China's was before it became more enlightened. Countries that are cesspools overwhelmingly have themselves to blame.

I just had to respond because this sort of infantilizing "every bad thing is caused by outsiders" angle isn't remotely helpful. Like almost all of the world's ocean plastics come from Southeast Asia, and it's amazing seeing people try to rationalize how in cultures where plastics are used for everything, and discarded thoughtlessly everywhere, actually it's somehow the West's fault.

sampo•1h ago
> What "dirty jobs" is China, and now apparently other countries, being purportedly forced to do?

In past decades, we had this system that China manufactures goods, they are shipped in ships to US and Europe, and because US and Europe don't manufacture much anything, often the ships would travel back empty. Western countries started to legislate mandated plastic waste recycling, but didn't really have facilities to actually recycle. So we would ship our plastic waste to China, with a promise that it will be recycled. Legislators were happy. In practice, plastic waste is not so easy to recycle, and was often just dumped somewhere in Asia.

In 2017, China stopped accepting imports of plastic waste.

https://en.wikipedia.org/wiki/China%27s_waste_import_ban

Some countries like Sweden, burn their household waste in combined heat and power generation plants. If you incinerate in sufficiently high temperatures, and have exhaust filters, you can do in cleanly without causing air pollution.

https://www.blueoceanstrategy.com/blog/turning-waste-energy-...

Etheryte•1h ago
The environmental issues with shale gas are local, if you ignore global warming as a whole. So in that sense, not doing it in your own back yard makes a lot of sense.
fulafel•50m ago
Global warming is the biggest harm though so it doesn't make sense to ignore it.
panstromek•1h ago
I don't think this is true, Europe just doesn't have these reserves. If Europe had oil and gas reserves, they would not even build gas pipelines from Russia in the first place.
bryanlarsen•1h ago
Europe has 14 billion cubic metres of technically recoverable shale gas reserves.
panstromek•1h ago
That's 5% of Europe's yearly consumption.
mytailorisrich•1h ago
That's not how the world works...

Shale gas exploitation is banned in Europe so no-one is spending money looking for it, but estimates are that reserves are significant.

panstromek•16m ago
Yea, the world works by imagining shale gas into existence.
neves•1h ago
Wasn't it the point of Nord Stream sabotage? https://brian-whit.medium.com/nord-stream-sabotage-a-look-at...
bilekas•1h ago
No. This was alleged to be taken out by Ukrainian special forces in order to twist Europe's arm, which is a good thing in the end, but so far as anyone knows it had nothing to to with the US. Until I hear anything proving otherwise I will take what we know as all we know for now.

The US were not thrilled about it when it was being constructed, obviously, but this was normal tensions towards Russia, prescient in the end but here we are.

pclmulqdq•1h ago
Are we sure that Ukrainian special forces have the capability to blow up nord stream without heavy US help?
moi2388•1h ago
Yes.
non_aligned•1h ago
What's the part that's hard to imagine? It's literally just a boat ride to a publicly-known location that isn't monitored in any way, diving to a depth humans can dive to, placing some standard military / commercial explosives, and getting out.

There were several countries arguably interested in getting rid of that pipeline (Ukraine, Poland, the US), but Ukraine wanted it the most, had easy access, and there's no need to overcomplicate internet theories.

WinstonSmith84•1h ago
> diving to a depth humans can dive to

No, "normal" humans don't dive to 80m deep, where the explosion occurred. Any diver, whether professional or recreational (which is my case), will know about this. I don't have a (alternative) theory about this, I'm just stating facts. Well, the alternative theory, if we are speaking of divers, is that they had some very special equipment and were extremely skilled. It wasn't some random people, renting a random boat, renting random diving gear and buying random explosives ..

nradov•59m ago
You have no clue about the "facts". Diving to 80m+ is no big deal now. Hundreds of random amateur tech divers do that every weekend as a casual hobby. They typically own their own gear (not rental), which can purchased new for about $30K including training. The equipment such as a closed-circuit rebreather (CCR) and drysuit is somewhat specialized but widely available on the open market from numerous manufacturers. I know a number of divers living in that region who have done much more complex and challenging dives, although obtaining and using the explosives is a separate issue.
tim333•56m ago
Googling for 10 seconds comes up with

>Advanced Mixed Gas Diver (80m)...The Advanced Mixed Gas Diver course is a great way to extend already considerable open-circuit mixed gas diving skills.

bilekas•44m ago
> No, "normal" humans don't dive to 80m deep, where the explosion occurred.

This simply isn't true, I myself after a technical advancement in my PADI to be certified on a rebreather went >80m many times. It's absolute more common than it was in the past.

Those who are trained with special forces as alleged would also be required to be qualified.

MisterTea•24m ago
You can look this up on wikipedia you know: https://en.wikipedia.org/wiki/Deep_diving

"The open-sea diving depth record was achieved in 1988 by a team of COMEX and French Navy divers who performed pipeline connection exercises at a depth of 534 metres (1,750 ft) in the Mediterranean Sea as part of the "Hydra 8" programme employing heliox and hydrox."

Sounds like 80 meters is cake walk for any modern naval institution.

nradov•15m ago
An 80 meter bounce dive is a cake walk for anyone with advanced technical dive training. Any motivated middle-class person could acquire the necessary skills and equipment to do it safely in a few years of steady effort. It doesn't require anything like the complex saturation diving procedures and equipment used by COMEX or certain naval institutions.
pclmulqdq•59m ago
They actually dived pretty deep (most Scuba gear and divers are limited to 40 meters), the planning of the operation was meticulous in that pretty much nobody saw the divers, and the explosives had to be designed with a good knowledge of the pipeline and its concrete. Ukrainian operations during the war have demonstrated that their typical MO is a lot more "seat-of-the-pants" than this operation would suggest.
non_aligned•43m ago
You're literally arguing that a government intelligence agency couldn't find a couple of experienced people, provide them with commercially-available equipment, and get them to coordinate a medium-complexity task.

Yes, it's an operation that requires coordination and planning, which is why it's reasonable to assume it was carried out by an intelligence agency and not a lone fisherman with a grudge. But once you're in the realm of intelligence activities, this isn't exactly the "let's blow up their pagers" level of complexity.

pclmulqdq•23m ago
Their sabotage attempts of several bridges in Crimea did not go this well, suggesting that the Ukrainians alone aren't the best at understanding explosives, and their successes like "fly a bunch of FPV drones out of a shipping container" are quite a bit simpler than this. "Intelligence agency" is a spectrum of capability. Suggesting that an intelligence agency that tried and failed to blow up a bride twice was the same as the one that executed a flawless operation against an underwater pipeline is a bit far-fetched.
nradov•1h ago
We can't prove that there wasn't some US assistance (i.e. can't prove a negative) but there's pretty strong evidence that it was primarily a Ukrainian operation.

https://www.wsj.com/world/europe/nord-stream-pipeline-explos...

some_random•1h ago
Yeah it didn't seem very difficult
jcranmer•1h ago
They have demonstrated capabilities like blowing up the Kerch Strait bridge or several Russian oil refineries without US help, what makes you think Nord Stream is too difficult for them?
123iasdjrZ•26m ago
According to the New York Times, Ukraine receives major help from the US on all fronts:

https://www.nytimes.com/2024/02/25/world/europe/cia-ukraine-...

The first Kerch Bridge attempt was only a partial success. Traffic continued almost the next day. The second attempt was a complete failure. For the refineries, Ukraine uses at least GPS.

The sail boat theory is plausible from diving standpoint, but they allegedly installed explosives on NS-1 and NS-2 sites that were at least 100km apart, within 10 hours, with no decompression equipment. If they can do that, why do they repeatedly fail at Kerch Bridge?

gruez•23m ago
They sent their A team for the pipeline and B team for the bridge?
jcranmer•11m ago
> If they can do that, why do they repeatedly fail at Kerch Bridge?

The bridge is approximately 3km long or so, which makes it relatively easy to maintain a continuous 24/7 armed presence to prevent sabotage. An underwater pipeline is a 1200km stretch mostly in other international territory that is hard to protect. Definitely much easier to blow up a pipeline than it is to blow up a bridge.

nradov•10m ago
Why bring up "decompression equipment"? Have you ever even done any tech diving? We just deco in the water. No special equipment is needed beyond a rebreather or some stage tanks.
NooneAtAll3•57m ago
physically it wasn't that hard - ship, explosives, scuba divers

it's the clusterfuck of EU police inactivity afterwards that needs to be paid more attention to

Bullfight2Cond•1h ago
That's a very self-limiting viewpoint when a significant portion of warfare is deception, so by definition you're not going to get "all we know".

For example, Seymour Hersh (renowned wartime investigative journalist), published a brief on US involvement: https://seymourhersh.substack.com/p/how-america-took-out-the...

nradov•1h ago
That article has been thoroughly debunked. Seymour Hersh just made things up with no fact checking or hard evidence.
Bullfight2Cond•1h ago
What's your counter evidence?
nradov•1h ago
No counter evidence is needed because Hersh hasn't actually presented any legitimate evidence in the first place.
normalaccess•57m ago
If 'no counter-evidence is needed' were valid, we could dismiss anything we don't like without argument.

AKA: Argument from ignorance

atmosx•1h ago
> [...] as anyone knows it had nothing to to with the US

ROLF - that must up there with "we want the hostages back and we're actively working towards that goal".

bilekas•46m ago
If you have some more actual evidence outside of assumptions I am absolutely willing to hear it out. I just won't sit here and say "Must have been the US" without any insight.
miroljub•1h ago
Then POTUS himself publicly announced he'd blow up NS. After it was blown up, we suddenly don't know who did it ;(

I didn't know dementia is so contagious.

tim333•54m ago
There are about half a dozen actors with an interest in doing it. It's like an Agatha Christie murder mystery. My favourite as a Brit was Ukraine with tech assistance from the British navy, as alleged by Moscow.
jcranmer•32m ago
Biden never announced that he would blow up Nord Stream 2. What he said in effect, in a press conference after Germany grudgingly agreed to prevent Nord Stream 2 from going online if Russia were to escalate its actions in Ukraine, was essentially "it's not going to go online" and giving a vague "it won't" answer when the questioner pointed out what if Germany disagreed, since it was Germany's call in the matter after all.

A month or so later, Russia launched the 2022 offensive against Ukraine, and there was no longer any question of NS2 entering service because it was clear to all that the preconditions for Germany's rescission of approval for the pipeline had been satisfied. With that context, Biden's answer is best understood as him being quite confident in the quality of US intelligence that Russia was planning an imminent invasion of Ukraine that Europe was assessing as faulty. So while Europe was interested in the question of "what if Russia doesn't invade Ukraine?" Biden's answer was (in not so many words) "I'm not contemplating that scenario."

phire•1h ago
I don’t think Ukraine would have risked an operation against a country they were actively trying to get military support from.

My money is actually on Polish special forces (or one of the Baltic states), in an effort to force Germany to be serious about weaning itself off Russian natural gas.

flohofwoe•57m ago
> I don’t think Ukraine would have risked an operation against a country they were actively trying to get military support from.

It didn't make much of a difference to Germany since the gas flow via NS1 was already switched off for a while and NS2 never had delivered any gas before the sabotage happened. In the end it was more of a symbolic gesture to freeze the status quo that was already in place anyway.

jacknews•51m ago
argument doesn't make sense, but +1 for polish involvement. Third time lucky eh?
thasfTR•1h ago
Yes, Ukraine wanted to control gas deliveries to the EU, which merrily proceeded via a Ukrainian transit pipeline until 2025.

The EU is screwed by all energy oligarchies, including transit nations.

atmosx•1h ago
Of course :-)

The funnier / biggest irony is that US and Russia are working together to fix the pipeline, buy distilleries in Germany to sell to the Germans Russian gas at US prices.

barbazoo•1h ago
Source?
atmosx•1h ago
Here:

- https://www.politico.eu/article/russia-united-states-nord-st...

- https://www.dw.com/en/germany-cdu-nord-stream-russia-gas-afd...

- https://www.themoscowtimes.com/2025/03/03/russia-and-us-held...

[go to "www.google.com" ....]

jacknews•49m ago
Haha hilarious, and in character, if true
SiempreViernes•1h ago
No, Ukrainians bombed it for their own reasons and not on behalf of the US.

The exact reasons aren't entirely clear, originally they hated NS because it allowed Europe to ignore Ukraine in the gas trade which left them more exposed. By the time of the full scale war I would bet the reason was more "fuck Russia" than anything more carefully reasoned.

eptcyka•1h ago
Anything that makes it harder for Russia to make foreign currency and decrease the demand for Rubles is a strategic win for Ukraine.
jacknews•55m ago
yes, follow the money, almost always.
mmh0000•5m ago
https://www.youtube.com/shorts/FVbEoZXhCrM

"There will be no longer a NordStream 2, we will bring an end to it"

Shocking, there is no longer a NordStream 2. =D

jsnider3•1h ago
Renewables solves this.
probablypower•1h ago
This is confidently incorrect.

Gas power generation is a necessary evil to balance out the variability of intermittent energy generation (i.e. wind and solar).

Hydropower isn't a feasible alternative because the easy resources have been developed.

The only alternative source of flexibility available today is demand side response.

Edit: I appreciate the down votes, as I've not explained in detail. It is a complex issue. My opinions are based on having a phd in the topic, 10+ years in control rooms, years of market operations and design, and years contributing to europe-wide risk assessment methodologies.

I emplore anyone who is actually interested in how energy mix actually impacts grid stability/reliability to look into the Eirgrid DS3 programme (https://www.eirgrid.ie/ds3-programme-delivering-secure-susta...).

PunchTornado•1h ago
Green energy like nuclear
potato3732842•1h ago
Politically hamstrung because a bunch of short sighted people have their panties in a bunch?
SiempreViernes•1h ago
Mostly because it's very expensive and slow to build, what with nuclear engineers not wanting their workplaces to be as dangerous as a construction site. Look up who invented the Maximum Credible Accident, it wasn't the environmentalists.
euLh7SM5HDFY•49m ago
Nuclear is as dead as a great technology can be. A few more incremental improvements in solar and battery industry and nuclear won't be profitable even in theory, to say nothing of construction cost overruns.

Reactors are only good at providing baseload but that isn't how grids operate anymore. Renewables are too cheap, if a power plant can't drop output fast enough it is punished.

bryanlarsen•1h ago
Europe has 100 days worth of natural gas storage facilities. All it needs to do is to get renewables + batteries + nuclear above ~70% or so to be able to withstand being cut off for a year. Getting to ~95% is relatively cheap and easy. 100% is hard and expensive, but they don't need 100%. If they get to 95%, that's multiple years worth of storage.
dalyons•1h ago
Germany is at 60% already! It’s close
bryanlarsen•1h ago
No, it's not, because it uses so much natural gas for heating and in chemical plants. Also, it has to be the entire grid, not just one country.
probablypower•1h ago
Batteries don't provide meaningful flexibility on a continental scale. They're useful in localised frequency control or microgrid flexibility.

An exercise to the reader, calculate the space and materials required to replace the average norwegian hydro reservoir with batteries.

Nuclear tech doesn't provide required ramp rates at a useful price. I do agree however that more nuclear helps.

The problem is dispatchability/flexibility, not storage. At a more complex level the issue is grid inertia and frequency response.

bryanlarsen•1h ago
That's why I said 100% renewable was hard and expensive. A grid that gets 5-10% of its energy from natural gas, but can get 100% of it's power from nuclear + gas during a dankelflaute provides optimally cheap + secure power.

> The problem is dispatchability/flexibility, not storage. At a more complex level the issue is grid inertia and frequency response.

That's something batteries are extremely good at.

lukan•1h ago
What about large quanzities of batteries everywhere around europe?

If prices continue to drop, there will be a powerwall alike in every second house in some years.

nradov•1h ago
You can't run a factory or data center off of batteries for long. Why do people think that residential power is the issue here?
probablypower•1h ago
This is an insane suggestion if you had a concept for how expensive batteries are and the scale of flexibility issues on the european grid.

It also does nothing to help transmission grid frequency stability and control.

dorkypunk•1h ago
Could pumped-storage batteries help in that case?
dev_l1x_be•1h ago
Could you explain what you would use that we can produce in Europe and can generate electricity to fill the batteries with? The batteries cannot be produced in Europe and have very limited lifetime.
tharmas•1h ago
The Chinese are going all in on electric to get away from oil and gas for geostrategic reasons.

Meanwhile team tRump are all in on oil and gas because non carbon is for libtards.

probablypower•1h ago
Please look at: https://app.electricitymaps.com/map/zone/CN/72h/hourly

China is heavily reliant on coal.

The US Grid is presently less carbon intensive than the Chinese grid.

nradov•1h ago
Completely wrong. Renewables plus battery storage and long-distance transmission lines can potentially solve the power generation problem, although we're decades away from being able to scale that up in a way that addresses base load requirements for heavy industry in an economical way. But beyond power generation, natural gas is a crucial feedstock for the chemicals industry. Renewables won't solve that and the German chemical manufacturing industry is dying.

https://www.reuters.com/sustainability/boards-policy-regulat...

extraduder_ire•1h ago
A lot of natural gas is still needed for chemical feedstock in Europe, no matter how electricity is generated.
fulafel•52m ago
It's a prerequisite. But we actually need to make the policy decisions to stop using fossils, otherwise we'll just burn it all in addition to using renewables and look pretty bad in the history books for bringing about the climate apocalypse.
p2detar•1h ago
Weren't there discussions to start buying LNG from Canada as well? In fact even Carney spoke about that if I remember correctly.
goalieca•1h ago
Trudeau said no for environmental reasons.
bryanlarsen•1h ago
He said no because there was no market demand for it, and then reversed position in 2022 when there suddenly became market demand.
barbazoo•1h ago
Carney made announcements couple days ago.
willsmith72•1h ago
It's clear to all parties that this is a false promise made to appease Trump.

The question is how deep they'll have to go in 3 years. Can they stall it out, or will the US actually demand they fulfill the promise, causing at least some amount of lock-in?

jmclnx•1h ago
With a "normal" US Admin, I doubt this would be a concern. With this current regime, it could be risky. I could see Trump having a fit and if he realizes the EU needs US LNG, he could cut the supply or put a huge tax on it.

But if that happens, maybe the US Fossil Fuel "Cartel" will revolt. I think the EU really need to accelerate their renewal push even more. From what I read they are doing good w/renewals, but I would be nervous if I was in the EU until renewals and/or nuclear power provides 90% of the power.

some_random•1h ago
True but if Europe was willing to accept Russian gas fueling their economy then they have no excuse to not accept American gas in it's place.
Workaccount2•1h ago
Europeans need to wake up.

There is an obvious rift between Europeans, European leaders, and the US. Europeans seem tired of the US and it's policies, however simultaneously are unaware that the cushy "European" lifestyle they love only exists because of the US. Which is something that European leaders are keenly aware of.

So it creates a situation where the leadership will constantly bend at the knee to the US's demands, and the populace will get progressively more and more anti-US. However in it's current state, Europe is stuck under the thumb of the US on three sides - tech, military, and energy.

The only "clean" way to rectify this problem is for Europeans to slash regulations, slash social programs, and dramatically increase annual working hours. All things which are the antithesis of contemporary Europeans ideals. Europe desperately needs a modern industry hub, right now it's all US and China on the board.

TheRoque•1h ago
> the cushy "European" lifestyle they love only exists because of the US

Could you elaborate ?

Workaccount2•22m ago
Sure, look at the bottom countries

https://www.oecd.org/en/data/indicators/hours-worked.html

The lifeblood of the European economy is still the same things that were the lifeblood 30 years ago.

There is no tech scene in Europe, despite tech being at the global economic forefront for those 30 years.

The US spent more per capita than Europe did on support to Ukraine. It also provided the lions share of weapons and armaments.

And now Europe is turning to the US to supply most of it's energy. Which is methane. Heaven forbid the EU give green investment funds special economic rules to foster growth, it might generate a few billionaires.

Europe is a trust fund state burning old money and milking old industry. It desperately needs to build its own independence. Russia coming knocking seems to have been a bit of a wakeup call, but even still single child Europeans are sitting on the beaches of the Mediterranean complaining that they cannot retire at 55.

Wake up.

numbers_guy•1h ago
> however simultaneously are unaware that the cushy "European" lifestyle they love only exists because of the US

Why do so many Americans believe this? I would like to see some real accounting of the US-EU relationship. Americans only focus on the supposed defense relationship, where supposedly the EU is under investing because the US will supposedly come to the rescue. Every single other aspect of the US-EU relationship is ignored.

fnordian_slip•58m ago
Don't even try, you won't get a reasonable answer. I've had a discussion with a similar commenter here quite recently, and in the end, they ignored my arguments and still pretended that I admitted that "Europeans view Americans as suckers."

Even if you were to show them data, you could never convince them, as their position is based on emotions. And you can't argue someone out of a position using facts, if that person didn't arrive at that position using facts to begin with.

LudwigNagasena•1h ago
I would say that the cushy lifestyle of Europe and the US depends on the cheap labor in China and Asia in general combined with many companies who operate and own capital there being owned by European and American companies. Not sure which calculus would lead one to conclude that the US is the sole reason of European lifestyle.
thasfTR•1h ago
Things were fine in Germany under the moderate Merkel government, which emphasized deescalation with Russia until the Cowboys Lindsey Graham, Victoria Nuland and John McCain came along and fanned the flames.

After the illegal and horrible Russian invasion (which was provoked nonetheless) the EU got progressively drawn into the US proxy war. They were criticized for not doing enough in 2022 by the US. In 2025 on the other hand they were criticized for wanting to prolong the war by Trump.

The EU pays the bill, the US reaps its benefits from weakening Russia, which is the entire goal of the slow moving war of attrition. Successes include US dominance in Syria, attempted dominance in Venezuela and possible Greenland.

Ruining the EU's social systems will achieve nothing. This is an energy problem and the US tries to control all choke points of energy delivery to the EU.

AlotOfReading•1h ago
How does slashing social programs and dramatically increasing working hours solve the problem of a missing industry hub, or energy independence? These seem entirely disconnected.
nradov•1h ago
If European countries want to survive as independent powers rather than as vassal states of the USA and/or China (and this is still in doubt) then they will eventually have to re-industrialize. Like if they want to have any stuff then someone has to make the stuff. They're also going to have to rebuild their militaries instead of counting on the USA to defend them. All of that will require an enormous amount of capital and the money will have to come from somewhere. Taxing the rich won't be enough, which means the only possible course of action is to cut social spending and force their citizens to work harder. This will be unpopular and cause a lot of protests by naive people who don't want to face the harsh realities of modern geopolitics and natural resource constraints.
bgwalter•59m ago
West Germany had a very strong army and better social systems than now until 1990. It could easily have built nuclear weapons, but wasn't allowed to.

The dichotomy between social programs and weapons (a variation of the old butter vs. guns nonsense) is false, and I suspect is just used by some people here who want to slash social programs no matter what.

nradov•20m ago
The situation prior to 1990 is hardly relevant today. Back then West Germany was still coasting on Marshall Plan largesse, and had low labor costs due to a favorable demographic profile and huge numbers of Gastarbeiter. That situation no longer obtains, plus they're still trying to develop the former East Germany after Soviet occupation wrecked it. Now if Germany wants to survive as an independent power with freedom of action then they'll have to make some tough choices.

If you want to claim that butter vs. guns is nonsense then please be specific and explain exactly where the money will come from. And let's not have any vague non-answers like "tax the rich" or "cut waste".

bgwalter•6m ago
The Marshall plan is overrated:

https://www.nzz.ch/english/how-the-marshall-plan-is-overly-r...

https://mises.org/mises-wire/marshall-plan-isnt-success-stor...

“Britain received twice as much aid as West Germany did, but economic growth in Britain dramatically lagged behind that of the Germans.”

Germany needs nukes and a navy to project power to solve the energy dependence. It isn't that expensive and could be done by eliminating waste in the procurement process. The money is already there. Oh yes, and tax the rich, especially landowners with multiple properties.

(Why would I listen to you preemptively ruling out viable strategies? I do not take orders here.)

creposukre•32m ago
> The only "clean" way to rectify this problem is for Europeans to slash regulations, slash social programs, and dramatically increase annual working hours. All things which are the antithesis of contemporary Europeans ideals. Europe desperately needs a modern industry hub, right now it's all US and China on the board.

What an absurdity to say that the only way out for Europeans is to follow the U.S. in their hyper-capitalist folly, as if speed-running their way to more concentration of power & capital was Europe's only salvation.

Yes, Europeans have to accept the fact that they will have to work longer given the current demographic trends and Brussels needs to make sure EU regulations don't impede innovation. But for the the most part European leaders just need to initiate a strategic shift and move on from the dogma that Europe's success is tied to U.S. dependency.

What has so far looked like pragmatism on the part of EU leaders is increasingly looking like a lack of courage to assert the EU's power and chart a path of their own

joemaniaci•1h ago
As an American how stupid do you have to be to promise $750B for fossil fuel infrastructure instead of say, grid tied battery infrastructure. Europe is weaning themselves off of fossil fuels so quickly(relatively).

And to lock yourself in with the Trump admin.

3D30497420•1h ago
Because that gets you a trade deal and reduces the risk of further immediate damage to your economy. Besides, is there an actual contract, with clear penalties, for this $750B purchase? I'll be surprised if it actually happens. I think EU negotiators are well aware that Trump doesn't care about what is in the deal, just that he "wins".
joemaniaci•54m ago
The penalty is upsetting Trump if they try to pretend they're doing it.
3D30497420•47m ago
Sure, but this is always a risk with him. Maybe you buy $100B of natural gas, but have the temerity to regulate an American company he likes and he slaps you with punitive tariffs. Or he doesn't like something else with your domestic politics. He's not a rule-based actor or cares about anything but loyalty and subservience to him.

I'm guessing a lot of of people/countries are aiming to just string him along as long as possible.

codyb•1h ago
Judging by the way the US is going... are they just gonna lock themselves in to their next adversary's fuel?

At least we were an ally at the start of this of this trend

comrade1234•1h ago
I don't think the "EU" buys fuel. It's individual countries. The promise by the EU to buy LNG was empty. What country is going to buy it?
ahartmetz•44m ago
Germany, for instance. LNG terminals on the North Sea were built in record time.
meindnoch•1h ago
We just need to wait out the inevitable collapse and breakup of Russia, then we can go in and scoop up the energy resources. This time it has to be a more hands-on approach, to not repeat the same mistake that we made at the end of the Cold War.
probablypower•1h ago
There are a lot of posts here pushing batteries.

Batteries are an expensive solution that doesn't scale well at the grid level. It is useful for grid stability (fast frequency response) but simply a non-starter when you're dealing with national grids.

Batteries are an added cost to the system, without producing more electricity, and as a result prices will go up.

A far cheaper source of flexibility is Demand Side Response. Particularly data centres that are willing to be market actors. Compute can happen anywhere, so it should happen where the wind blows and the sun shines. It is cheaper to transmit bits than Megawatts.

fulafel•48m ago
There's not really a choice in replacing fossils with renewables&nuclear if we want to mitigate the climate catastrophe.
myrmidon•27m ago
Demand side management is a nice concept, but it is neither free nor a cure-all:

It has real costs because it limits the utilization of involved infrastructure and is simply not feasible for a lot of industries. It does not help when residential demand exceeds the available supply either.

The most practical solution will probably be a mix of overprovisioning (especially considering how cheap solar panels have become), battery storage and fuel powered fallback, with the balance shifting as long as batteries and panels get cheaper.

Grid level battery storage is already coming online at scale (e.g. https://www.ess-news.com/2025/08/18/statera-energy-powers-up...).

LiFePo cells are already down to ~$60 for 1kWh (8000 cycles), which is pretty palatable for a lot of applications and prices still trend down.

jillesvangurp•1h ago
At the relatively high cost US LNG gets imported, it creates a big incentive to start considering alternatives. A lot of the investment commitments will probably never be delivered. Fundamentally, a lot of states in the EU will have to sell this to their voters and tax payers and that's where this stuff will slowly die. Because it's a hard sell.

LNG imports will be demand driven, not supply driven. And demand is going to decrease over time; not increase. That calls into question the need for more infrastructure. On both sides. Germany already topped up its reserves for the coming winter; ahead of schedule. There is no shortage.

The US is building a big LNG bubble with investments that might end up under water. What happens if demand flattens and decreases mid to long term, as can reasonably be expected at this point? Can the US sustain high LNG prices when cheaper sources become available? What will high export prices do for domestic pricing for energy? How eager will investors be to make big multi decade investments in this (given all this)?

The existing terminals are underutilized already (below 50%). It's hard to see where all this extra demand to fill even more terminals is going to come from. There is no urgency for any of this on the EU side.

However there is quite a bit of urgency on lowering energy prices for industry and consumers. LNG is not the way to do that. I don't see that changing.

nradov•56m ago
Germany has enough natural gas reserves to keep people from freezing to death but not enough to keep their chemical manufacturing industry alive.

https://www.reuters.com/sustainability/boards-policy-regulat...

cantor_S_drug•1h ago
I don't understand economics that much or how money works. But is the following possible in a clandestine manner?

US and EU provide each other money through swaplines by printing freshly created respective currencies and exchanging them.

Then EU can use those dollars to buy US LNG.

Is this a far fetched idea? This is like undercover QE.

HDThoreaun•30m ago
why would the US gov want euros?
Anonyneko•38m ago
I don't know when Europe managed to "escape Russian energy dependence" as it still seems to be buying tremendous amounts of Russian fossil fuels that are now branded as Turkish, Indian, Azeri, the list goes on.

Show HN: Bulletty

https://github.com/CrociDB/bulletty
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