Energy Geopolitics: The EU at a Strategic Crossroads (iss.europa.eu)

• US foreign policy increasingly ties trade concessions to energy supply access
• Disruption in the Gulf threatens 30-50% of Europe's aviation fuel requirements
• Electrification of heat, transport, and industry identified as the primary path to strategic resilience

"The conflict in the Gulf, coupled with aggressive US 'energy dominance' policies, has weaponized global energy flows, leaving the EU vulnerable to price spikes and political coercion. With critical dependencies on US LNG and Gulf-sourced jet fuel, Europe faces a binary choice: continue traditional fossil fuel reliance and endure economic strain, or pivot toward structural electrification and domestic energy production. The current geopolitical landscape confirms that energy security is no longer just about supply chain reliability, but a core component of state power and sovereignty that requires a decisive, integrated European response."