The Duran Podcast

Liberating EUROPE from cheap, reliable Russian gas

22 snips
Jan 28, 2026
A sharp take on the EU plan to phase out Russian pipeline gas and LNG and the knock-on effects for energy markets. Discussion of Europe’s growing reliance on costly US LNG and industrial consequences. Political maneuvers around Hungary and Slovakia and the legal and strategic fallout. Broader trade deals and shifting geopolitics with Russia, India, and BRICS.
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INSIGHT

EU Moves To Cut Russian Gas

  • The EU plans to phase out Russian pipeline gas by 2026 and LNG by 2027, shifting supply toward US LNG and others.
  • Alexander Mercouris and Patrick Henningsen argue this will make Europe fully dependent on pricier US LNG and harm industry.
INSIGHT

Geopolitics Over Industry

  • The decision ignores low EU gas reserves and rising prices, risking further deindustrialization in Germany.
  • Alexander warns the EU pursues geopolitics over economics, sacrificing industry and consumers for Project Ukraine.
INSIGHT

Rule Repackaging To Override Vetoes

  • The EU used trade-policy reclassification to bypass unanimity and override Hungary and Slovakia's exemptions.
  • Alexander calls this legal trickery similar to past emergency-power moves to extend asset freezes indefinitely.
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