188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

The podcast explores Europe's energy transition amid shifting global geopolitics, particularly the tension between becoming an "electrostate" versus remaining reliant on petrostates. It highlights Europe's need for energy independence through electrification, drawing lessons from the Nordic countries' success in minimizing gas dependence. The discussion touches on challenges such as Europe's reliance on US tech and China's industrial base, while also acknowledging European strengths in wind energy, grid technology, and power controls. Panelists debate whether Europe should compete with China in manufacturing or strategically partner to leverage existing supply chains, also emphasizing the importance of supply chain diversification. The conversation concludes by considering Europe's potential role as a counterbalance to the U.S. in clean energy, driven by geopolitical imperatives and existing competitive advantages.