Europe Is Locking Itself in to Us Lng
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Europe is increasing its dependence on US LNG, sparking concerns about long-term energy security and the implications of Trump's potential return to power, while also highlighting the need for accelerated renewable energy adoption.
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The US love Europe's policies...
[1] https://www.reuters.com/business/energy/surging-us-lng-expor...
Investments in fossil fuel infrastructure still happen, too, in the form of LNG terminals.
Fracking is only profitable when oil is $120 a barrel or more.
The root problem is needing gas at all, of course.
Maybe, but the vast majority of gas use in industry 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.
There is very little strategic thinking in Europe.
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.
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.
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.
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.
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.
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-...
Their renewable buildout is large enough to both cover the grid expansion and force coal off the grid.
[1] https://pmc.ncbi.nlm.nih.gov/articles/PMC8322393/ - they include effects only to 2100 which is way too short term IMO, should be higher
There may be valid political and environmental reasons not to go this route but it's silly to claim that fossil fuel reserves are so limited when no one has really looked.
But Norway still has big gas reserves and supplies 33% of Eueropian consumption, so I was actually wrong in the original comment and the US LNG impact is pretty overstated, it's just 15%. Most of the rest comes from middle east.
Shale gas exploitation is banned in Europe so no-one is spending money looking for it, but estimates are that reserves are significant.
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.
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.
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.
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 ..
https://www-ostsee--zeitung-de.translate.goog/panorama/exper...
https://is-expl.com/about/instructors/wgZMC8Y7
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.
My main point is that it's not as rare as some might think, it's becoming more and more recreational.
The people who did it definitely took on risk, but in my eyes, more so because if something did happen to go wrong, there's no support to help you out (that we know of). It's a flying with 1 engine scenario. The fact that it was pulled off is impressive. But for any rec divers, don't try without the right training, equipment and people with you.
"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.
Not trying to give any hints there, just sharing some rummors.
>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.
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.
Bringing that bridge down is also much harder than blowing up the pipeline, because the bridge is covered by a lot of defenses, and naval drones will always have limited payload (if they want to be fast enough to evade defenses). Dudes performing a dive in the middle of the sea far from the battlefield are much less vulnerable.
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?
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.
it's the clusterfuck of EU police inactivity afterwards that needs to be paid more attention to
https://www.wsj.com/world/europe/nord-stream-pipeline-explos...
For example, Seymour Hersh (renowned wartime investigative journalist), published a brief on US involvement: https://seymourhersh.substack.com/p/how-america-took-out-the...
AKA: Argument from ignorance
ROLF - that must up there with "we want the hostages back and we're actively working towards that goal".
https://www.reuters.com/world/biden-germanys-scholz-stress-u...
Halted.. Absolutely, political pressure on Europe to not sign or use it.
You've made the leap to blowing it up somewhere, that is the stretch I'm not buying until it's admitted to. Personally, as an Irish who knows the history of occupation during tense years, I'm not surprised what a well trained spec ops can do with some basic equipment, so my money is on Ukrainian people just doing something Impressive but I'll wait for the facts to say it's exactly what happened.
I didn't know dementia is so contagious.
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."
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.
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.
Russia warns Europe that it will freeze to death if help to Ukraine will continue -> Russia stops NS1 to demonstrate their economical superpower -> EU companies are looking for $18 billion compensation -> NS1 blows up to make an excuse.
The EU is screwed by all energy oligarchies, including transit nations.
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.
- 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" ....]
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.
(Not saying that's the case here, all considered)
When the pipeline was sabotaged, no gas and no money were flowing anyway, which makes it even more absurd. There is a very high likelihood that the front lines would be in the exact same place if Nord Stream had not been sabotaged.
Except of course, the EU would have had more leverage in negotiating LNG deals with the US and Qatar rather than making emergency deals.
EDIT: Downvoted while the Ukrainian transit pipelines were open from 2014-2025 and yielded Russian transit fees. And while Nord Stream was built partly because Ukraine stole Russian transit gas in 2006: https://en.wikipedia.org/wiki/Russia%E2%80%93Ukraine_gas_dis...
It's like you're bending over backwards to make arguments in the direction you already decided you want it to go. Like you're trying to force a square peg into a round hole. If you already decided what you want to think then why do you need arguments?
If it had been done to a US pipeline, it would have been called terrorism.
But actually, by the time of the bombing the Russian gas was only flowing through Ukrainian pipelines. So Ukraine was ensuring "income to the Russian war machine", while Nord Stream was just costing them money; at most it could have been used as collateral in a loan.
Is it?
https://www.reuters.com/business/energy/russia-china-bless-v...
So Russia can now export gas, get foreign currency, and buy weapons with the money. I do not see any strategic wins here.
Additionally, China gets an economic boost. That is a sublime strategy.
Russian negotiating position is weak and Beijing knows that.
The strategic win in bombing Nord Stream was that Ukraine finally got Europe on their side. Before NS was blown up many countries, especially Germany were sitting on the fence, reluctant to give Ukraine any help. They were hoping for Ukraine to lose the war quickly, then they would give Putin some slap on the wrist punishment, and return to "business as usual" with Russia. Nord Stream being destroyed removed the biggest incentive for doing that.
1. Power of Syberia 1 throughput is not fully utilized.
2. China pays half of the EU price.
3. Power of Syberia 2 not be build in the near future. It's not the deal to actually do something. It's too continue further discussion.
https://www.reuters.com/markets/commodities/ukrainian-man-ar...
That they did it for their own motivations?
It seems at least as plausible that they did it because wanted to hurt Russia as it does that Washington ordered them to do it, to put it mildly. Washington has been supporting Ukraine during the war but has been rather reticent to support attacking Russian assets that are outside the territory of Ukraine.
Why would you conclude this where every intelligence and law enforcement agency that has looked into it and published a report has found the opposite?
Do you have a basis to conclude that "every intelligence and law enforcement agency that has looked into it and published a report has found the opposite"? You exhaustively went through all Western intelligence and law enforcement agencies and read their reports? So you are quoting other news articles/interviews. Apparently their views differed. Ok.
Nobody remembers anymore that Pres. Biden himself said, “If Russia invades ... there will be no longer a Nord Stream 2. We will bring an end to it.” [°] Nor that the very next day, a EU parliament member, and now Polish foreign minister Radosław Sikorski thanked the US for the sabotage [^]. Nor that the same day, a competing natural gas pipeline has opened, the Baltic Pipe [_].
None of this matters, because "Ukrainians bombed it". Because WaPo and WSJ said so. In a waterway that is heavily controlled by all kinds of NATO vessels. Where NATO had an exercise 3 months before that, called BALTOPS. Come on.
[°] https://www.youtube.com/watch?v=OS4O8rGRLf8
[^] https://archive.ph/20220927190022/https://twitter.com/radeks...
[_] https://en.wikipedia.org/wiki/Baltic_Pipe
"Nord Stream sabotage: Berlin issues arrest warrant for Ukrainian man"
https://www.lemonde.fr/en/international/article/2024/08/14/n...
https://www.reuters.com/world/europe/what-is-known-about-nor...
0. https://hansbenjaminbraun.ch/nordstream.html
"There will be no longer a NordStream 2, we will bring an end to it"
Shocking, there is no longer a NordStream 2. =D
You shouldn't be calling for violence in response to a political disagreement.
(I'm not entirely sincere with the original snipe.)
"Georgia started war with Russia: EU-backed report.
An independent report blamed Georgia on Wednesday for starting last year's five-day war with Russia, but said Moscow's military response went beyond reasonable limits and violated international law." [0]
[0] https://www.reuters.com/article/world/georgia-started-war-wi...
https://en.wikipedia.org/wiki/Russo-Georgian_War
what a coincidence. Georgia started the war just after the "exercises" where russia rehearsed just that war.
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...).
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.
Halving the output essentially means doubling the price.
For Vogtle halving the expected capacity factor means the generated electricity now costs a completely stupid 40 cents per kWh or $400 per MWh.
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.
Solution: I can't compute the space and materials, but can estimate the cost.
Norway has 1240 storage reservoirs with a total capacity of 87 TWh [1], which yields an average of 70 GWh/reservoir.
Last year, in China, a 16 GWh battery storage plant received an average bid price of $US66.3/KWh [2]. From this we can compute that a 70 GWh plant should cost $US4.65 billion.
A bit on the high side, but can battery prices fall by another order of magnitude? Then again, this is for replicating one reservoir. Replicating 1240 would be a 5 trillion dollar endeavor.
[1] https://energifaktanorge.no/en/norsk-energiforsyning/kraftpr...
[2] https://reneweconomy.com.au/mind-blowing-battery-cell-prices...
> 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.
If prices continue to drop, there will be a powerwall alike in every second house in some years.
why is this relevant? clearly europe can also buy from outside of europe.
the nice thing about batteries is you dont need a new battery for each watt, compared to needing gas.
the simplest thing is to keep buying russian gas, and also pay ukraine to attack russia. no need to change anything or do any new buildouts whether thats batteries or in US LNG export terminals+european import terminals. those also take time where the russian fuel is readily available. the russian invasion isnt gonna last forever, so a move to US gas is wasted investment when europe can move back to Russian gas eventually anyways
The UK is forging ahead with large scale battery storage projects. I have not done the math, but I assume there is a sound economic case in order for these projects to receive this level of investment.
Edit: Here's some more data on revenue for battery storage in the UK [3]
[1] https://www.solarpowerportal.co.uk/battery-storage/statera-u...
[2] https://www.solarpowerportal.co.uk/battery-storage/fidra-ene...
[3] https://modoenergy.com/research/gb-research-roundup-january-...
My experience has been that the vast majority of people, even very technical people, don't really understand the energy mix required to sustain modern industrial technology. Their only experience is with their utility bill which shows them a pie-chart with a big area showing "green" so they can feel better about the state of things.
Electricity production accounts for the minority of energy usage, and residential a minority of the usage of electricity. People don't think about the energy required to send an Amazon package to their door or have fruits from South America stocking their grocery store year round, or even to create the industries that ultimately make up their paychecks each month.
The pandemic was the best view of what real energy usage changes would look like. Early pandemic was a rare moment when global energy usage dipped and that had nothing to do with the demand on the residential grid.
It also does nothing to help transmission grid frequency stability and control.
they dont help grid stability via inertia of spinning masses, but PLLs and the like exist, where you can control frequencies and phases without a spinning mass.
you dont need to burn gas to have a flywheel either
So expect prices to drop further.
Also yes, batteries help very much with grid stability as they can give steady power on demand anywhere. Have lots of batteries everywhere == lots of on demand grid stabilizers.
What about the manufacturing and industrial uses? Or the need for natural gas to be a feedstock?
How many batteries does it take to power a giant hyperscaler datacenter for a few days during poor weather conditions? You can’t really rely on backup generators at that usage rate as the expense (and environmental impact) gets to be crazy. Or you end up just building natural gas turbines co-located with such facilities and we are back to where we began.
its a necessary evil to fully capitalize on other investments. i dont care if the hyperscaler can run their GPUs overnight. perfectly happy for them to delay their training because theyre running in daytime.
the capital owners who bought the GPUs sure care, but why should i accept their pollution in order for them to run a bit faster?
Without industry you don’t have an economy in the long run. Replace hyperscaler with aluminum smelter or manufacturing line if you prefer. If you can’t operate those capital assets 24x7 they simply will not be built in your country.
Cheap, plentiful, and reliable energy is the foundation of wealth. Nuclear fission was likely humanities transition technology but we fumbled the ball 40 years ago so here we are.
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