After the start of Russia’s Special Military Operation in Ukraine on 24 February 2022, the issue of energy has practically been the critical point that the European Union itself has been hitting most emphatically.
This sort of “manoeuvre” was based on following a line of cessation with dependence on Russian energy – whose qualities were price, the ability to supply the quantity needed and its connection by European land – which, above all, benefited the countries of central Europe to keep their production costs low on a low scale – especially an industrialised Germany. Some of the cards, already of repeated accumulation, were the euphemistic “economic restrictions”, currently represented in twenty packages of unilateral sanctions that, in plain sight, are illegal within the framework of international law. Specifically, these measures violate the following articles of the Charter of the United Nations, which have been in force since October 24, 1945, and which follow principles based on Kantian Perpetual Peace:
- Article 2, paragraphs 1, 4 and 7: This establishes the principle of equality of sovereignty of all States, the prohibition of threat, force and non-interference by some States against others.
- Article 41: Only the UN Security Council (the United States, Great Britain, France, China and Russia) can authorize coercive measures against other states.
The EU’s measures were not only based on a series of sanctions, but also on passivity, and even complicity, in the face of the sabotage of its main arteries for Russian energy supplies.
For example, the “unsolved case” of the explosion of Nord Stream 1 and 2 (which connected Russia to Germany) on September 26, 2022 – which the European Union itself refuses to investigate and the UN Security Council refused to do so, except for Russia, thereby undermining transparency and the interests of political nations in Europe— in the Baltic Sea, one of the most closely watched seas in the world due to its geostrategic importance, and in a context of war against Russia, in which NATO increased surveillance of that maritime space. In fact, this area is called “NATO Lake”
With the small passage of time, the prominent and reputable American journalist Seymour Hersh published on February 8, 2023 a report – which has not yet been denied – called How America Took Out The Nord Stream Pipeline where he stated that the blowing up of the Nord Stream gas pipelines was carried out by two main actors. First by the US by placing explosives in the middle of the annual maritime exercises within BALTOPS 2022 – which lasted from 5 to 17 June of that year and which included, among others, anti-submarine warfare drills – and then their remote detonation by Norway, by means of sonar, on September 26.
This scenario – very opportune for the great power that was behind it all – benefited the US, as it became the EU’s second largest supplier of Liquefied Natural Gas (LNG) and the main supplier of oil, tripling the price of this and thus impacting the rise in production costs of European economies and, therefore, in the decline in purchasing power of the working class – the most impoverished and weakest of societies – on the continent. This is causing a process of European deindustrialisation by leaps and bounds due to geoeconomic movements that only benefit the true father of the European Union: the US.
A manoeuvre that, right now, is affecting more than ever since the start of a new conflict in the West Asian region caused by the criminal aggression of the US and Israel against the Islamic Republic of Iran on 28 February 2026. The immediate reaction has been Iran’s closure of the Strait of Hormuz – which represents the transit route for 20% of the world’s oil, among other critical materials – as a way of attacking the waterline of its aggressors: energy and, therefore, the economy.
A card that is part of a large hand in Iran’s possession that represents its asymmetrical strategy against the aggressor powers: the protracted people’s war of attrition.
This has led to the paralysis of 97% of the circulation of oil tankers in the region and the destruction of the energy production infrastructure of the area, belonging to the Islamist and dictatorial petro-monarchies of the Persian Gulf, since these are the platform of aggression of the Anglo-Zionist Alliance or, as Juan Manuel de Prada would say, the Epstein Alliance.
And this is where Iran, through its dominance of the bottleneck or critical energy access point of the Strait of Hormuz, dominates practically the entire region which, in turn, has a global impact with the direct consequence of the increase in the price of a barrel of Brent that is estimated to exceed 150 dollars if the situation continues like this or, even worse, that the Bab el-Mandeb Strait is once again blocked by the Houthis as part of the Axis of Resistance and causes prices to be above, even 200 dollars.
Recent historical framework aside, the fact is that Europe imports more than half of the energy it consumes, specifically it has an external dependence of almost 60% of energy, according to Eurostat in 2026, and its consumption is above all dominated by fossil energies (LNG, coal, oil and derivatives), showing the great failure of the impossible – because ideological – “green transition”.
This element of dependence makes the EU an actor that suffers from great imbalances, on the one hand, because of the recent geopolitical crises and, on the other, because of policies of Anglo-Saxon ideological subordination – whose greatest victim is itself – which block the possibility of a major strategic partnership with the Russian Federation within the framework of a Eurasian cooperation that, not only to strengthen the EU’s geopolitical role, but to make it part of a truly continental bloc with the capacity to compete with the US. And, of course, the biggest blow since then is being dealt by what has always been called the “heart of Europe”: the Federal Republic of Germany (FRG).
Germany, the European industrial engine par excellence, is the one that suffers the most economically because its heavy industrial model of production depends fundamentally on cheap energy that can only come from Russia. This model has a high dependence on water, energy and large capital investments due to the fact that it is oriented towards the transformation of raw materials into industrial-scale manufactured products such as automobiles, heavy machinery, chemicals, pharmaceuticals, electronics and medical equipment.
Before the intensive sanctions policy against Russia initiated by the EU on 10 August 2022, according to the German Federal Ministry of Economic Affairs and Energy (BMWK), Germany was supplied with Russian energy through, on the one hand, Nord Stream, from which 55% of its gas arrived; on the other, the Druzhba pipeline, which provided it with 35% of the oil and, finally, by sea (Port of Rotterdam) and rail, through which 50% of the coal reached it.
But due to the attempt to replace Russian energy with American energy, the price of energy has increased, because the LNG that now comes from the US, has to cross the Atlantic in LNG tankers and then be regasified in Germany, having created a large nexus of dependence with Washington that accounts for more than 90% of German LNG imports with a price that does not enjoy the advantages that it has provided bilateral agreements with Russia.
What has occurred is a reconfiguration of energy dependence to the detriment of Germany in particular and the EU in general, where the US has been the great beneficiaries. To this energy context we must add the impact of the war in the Persian Gulf, from which 20% of the oil and around 7% of the LNG arrives to the EU from Qatar (whose production infrastructure has been severely damaged) through three key passages: the Strait of Hormuz (dominated by Iran), the Bab el-Mandeb Strait that connects with the Red Sea (with the risk of blocking, once again, by the Houthis of Ansarullah) and the Suez Canal (which would be partially affected indirectly by the Houthis).
What is serious is not that the arrival of oil and LNG from the Persian Gulf to Europe has slowed, but the direct effect of the blockage of the Strait of Hormuz on the supply of energy in global markets, which has an impact on all buyers.
As proof of this in something as basic as the price of diesel in Germany, it is currently at a figure that exceeds €2 per litre since 2 March 2026, which also threatens the price of the basic shopping basket in Germany and with a practically constant upward trend. An economic repercussion that will be added to the already affected German economy after this turn of energy dependence due to a geoeconomic and geostrategic issue of the Unipolar World. Although there are signs that it is beginning to retreat and there is already talk of a setback in anti-Russian policy in this regard, especially on the part of Germany and Hungary, which point to the serious situation that European industry is going through and one of their solutions would be to return to Russian gas and, in addition, it would encourage peace negotiations in Ukraine.