Decouple

The Luxury Beliefs That Broke Europe’s Energy System | Doomberg

9 snips
Mar 24, 2026
Doomberg, an independent energy analyst known for data-driven geopolitics and energy analysis, walks through how Europe’s energy base unraveled. He contrasts LNG and 1970s supply models, runs hard numeracy on Russian and global flows, and compares European choices to China and the US shale revolution. The conversation highlights policy tradeoffs, resilience vs efficiency, and geopolitical escalation risks.
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INSIGHT

How Europe Built Energy Resilience After 1970s Shocks

  • The 1970s response prioritized resilient, domestic energy: France built 54 reactors in 20 years; the UK/Norway opened the North Sea; Germany secured pipeline gas via Ostpolitik.
  • Those projects created surplus industrial strength and long-term geopolitical insulation that Europe later abandoned.
INSIGHT

Maslow Explains Energy Policy Fragility

  • Apply Maslow's hierarchy to national energy policy: weakening the base (cheap, abundant energy) while pursuing high‑order political goals creates systemic fragility.
  • Europe climbed the pyramid politically but eroded its material foundation (nuclear/pipeline supply).
ADVICE

Rebuild Supply By Letting Industry Explore

  • Reopen domestic resource development and permit exploration rather than citing low proved reserves as final proof of scarcity.
  • Doomberg points to Groningen and the North Sea as restartable assets if policy and permitting change.
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