Lisa Leveler

@vtchakarova I don’t share your opinion very often, but here I agree very much. Thank you for the summary. I can’t wrap my head around that we don’t see more action on EU/national level to address this and taking action. Seems the political class is another time not capable to do the work…

The conflict around the Strait of Hormuz is not a temporary shock. It is the beginning of a fundamental shift in how energy flows around the world, and Europe is not positioned for it. This is the Fourth Systemic Risk-driven global crisis (after GFC, Covid and Russia‘s war on Ukraine) and it will hit global economy like a tsunami due to physical scarcity and supply-shock induced multiplicative cascading effects. This is not just about higher gas bills. It is about whether European farms can grow food next year. Whether European factories and industries can keep running. Whether European governments can hold together when people cannot heat their homes or afford bread. Here is what must be done immediately: 1. Protect fertilizer production before the upcoming planting season Natural gas is the raw material for fertilizers. No gas → no fertilizers → harvests collapse within two seasons. Europe came dangerously close to this in 2022. There is still no law preventing it from happening again. Governments must guarantee that fertilizer plants get gas first before any other industrial use. This is the fastest path from an energy crisis to a food crisis, and it is entirely preventable. 2. Turn political promises into real contracts Europe has signed countless “energy partnership” declarations with like-minded countries the US, Canada, and Australia. Declarations do not keep the lights on. Binding, long-term supply agreements (real commercial contracts) need to be finalised within the year. Canada must get its act together and boost production ad hoc. Asian buyers are already moving faster. 3. Drill, produce, and refine more: at home Europe is sitting on significant untapped energy. Romania’s Black Sea gas fields. Norway’s next generation of Arctic reserves. The UK’s North Sea. Western Balkan deposits that have barely been explored. These are not long-term dreams. With fast-tracked permits, EU co-financing, and political will amid the worst crisis, first volumes can come online sooner rather than later. Every barrel and cubic metre produced at home is one less purchased from an unstable or hostile source. The same logic applies to petrochemicals. Europe’s industrial base in Germany, the Netherlands, Belgium, Poland, etc. depends on gas and oil-derived inputs. Keeping that production alive and competitive is not an environmental debate. It is a national security question first and foremost. 4. Buy gas together, not separately When 27 countries compete for the same molecules on spot markets, prices spike and smaller members lose out. Europe proved during Russia‘s war that collective purchasing works and it needs to apply the same logic to gas, permanently. A standing EU joint gas purchasing mechanism (the platform still exists), next to negotiating long-term contracts as a bloc, would give Europe the market weight to secure better prices, longer terms, and more reliable supply than any single country can achieve alone. 5. Use Ukraine’s gas storage as a European buffer Ukraine has the largest underground gas storage network in Europe. Much of it is accessible. And it is sitting underused as a European emergency reserve. A simple protocol between Brussels and Kyiv could fix this within months. It needs political will, not new pipelines. 6. Stop treating the UK and Western Balkans as outsiders Britain’s North Sea, the Balkans’ pipelines and mineral deposits: these are part of Europe’s energy future whether the politics are tidy or not. Brexit and slow EU accession processes cannot be allowed to create gaps in European energy security. Europe has the resources, the allies, and the technology to get through this. What it keeps lacking is the willingness to act before the crisis arrives, not while it is already burning. That window is still open. But not for long.

@cate_long @k_sonin I can’t remember a headline in my life the US is not able to deliver on their military contract. And now I have seen various the past weeks. Using customer money to restock the own bases. Unbelievable stupid move from the DOD…

@cate_long @k_sonin Now the US is not able to deliver on their contracts and we build up within Europe. Tomorrow we are weak. But in a few years? If I were you I would bet on this weakness…

Interestingly, Ukraine is an important silent element of the Europe vs. US dynamic. If not for Ukraine, European leaders would not be that easily partying ways with Trump - Ukraine's successful defense against Russian aggression has demonstrated that the US is critical, but not an indispensable, part of the European security. nytimes.com/2026/04/02/wor…

@k_sonin Agree. Without Ukraine they would fall in line as they mostly did. So, it a crucial time to decide who we want to be in Europe…

@cate_long @Investing_vro07 @k_sonin The USD as reserve currency is coming under more scrutiny day by day. Not sure how long you can lean on this argument.

@Investing_vro07 @k_sonin True but no one considers the EU a reserve currency and there is little to no additional debt capacity. America still has considerable debt capacity.

@cate_long @FredFred1406 @k_sonin I believe if Iran is successful in undermining the petrodollar you might lose your bet.

@FredFred1406 @k_sonin I'll bet you $500 that the next sov crisis is **not** in the US.

@Anpanator @PfeifferCarsten @42tw1tter1sd3ad @heico_m @DerClue Ich finde, die Aufregung über Reiche ist angemessen und sollte verstärkt werden, auch im Zusammenhang mit dem Iran-Krieg und “eigene Ressourcen” aufbauen.

@Anpanator @PfeifferCarsten @42tw1tter1sd3ad @heico_m @DerClue … gehalten hat. Seitdem haben die sich entspannt, gesagt, dass sie zu wenig Personal haben und anderen die Schuld gegeben. und die Projekte liegen schlafend in der Schublade mit bereits verbranntem privaten Risikokapital…

Ihr fragt euch warum Gaskathi Stromspeicher hasst (und deswegen in ihrem Energie 10 Punkte Plan komplett ignoriert)? Weil es das Gas Geschäftsmodell zerstört. ⬇️ Mit Speichern hätten wir 2025 knapp 1 Mrd. Gespart!

@allenanalysis @MalcolmNance Wow. One of the last important official not lying. As from next month the US will most probably hear numbers Trump is requesting to be said.

Federal Reserve Chair Jerome Powell today: “There is effectively zero net job creation in the private sector.” Zero.

@loeffel_lothar Ich meine, dass sind 2 unterschiedliche Beratergruppen. Vor ein paar Wochen wurde gemeldet, dass sie 2 PR-Agenturen engagiert, weil ihre öffentliche Auftritte besser funktionieren sollen. Das hier ist eine neue Ausschreibung, die sollen thematisch arbeiten.

Katherina Reiche will sich von externen Beratern zuarbeiten lassen. Eine dieser Agenturen steht bereits fest. Es ist FGS Global. Eine weltweit operierende Kommunikationsagentur, die seit 2024 mehrheitlich KKR gehört. Noch Fragen? Hier ist der Beleg. zeit.de/politik/deutsc…

Sehr schlecht gealtert…

@_FriedrichMerz Hallo, jemand zuhause?

„Wenn ein #Bundeskanzler mit einer so niedrigen Zustimmungsrate keinerlei Anzeichen gibt, an seiner Kommunikation, seiner Politik, seinem Führungsstil etwas zu ändern, dann lässt er die Bevölkerung allein mit allen Problemen. Das ist einfach respektlos.“ (tm) @Table_Media_

„Die #Bauern verstehe ich, sie werden mit immer mehr Kosten und Auflagen belastet. Der Lebensalltag der Menschen ist unterschiedlich, auch das kommt in den #Bauernprotesten zum Ausdruck. Die Mehrheit der Bevölkerung lebt eben nicht in Großstädten.“ (tm) table.media/berlin/intervi…

@charise_lee AI for sure will feed the world. Maybe we can eat AI one day. Survival ensured.

This is MASSIVE #Indiana People don't understand this is literally hundreds of acres of land that were previously growing our food crops and forests that were home to many animals. This will drain and pollute our water table and no one will care until it is too late‼️

@KoskovicsZ @FT No. Because we take the deal Iran offered. Bad for Putin.

@FT Actually, there's a good chance we can dismantle the Russia sanctions this summer.

Europe must prepare for ‘long-lasting’ energy shock, Brussels warns ft.trib.al/W4SRYTh

@FT Not if they take the deal the Iranians offered. Europe is even the home to the biggest shipping companies of the world. Taking the deal could prevent the worst. @Trade_EU

@R_Feuerbach Was hast du denn für ein Problem mit Vorschlägen aus der Opposition? Bei deiner Strecke würde ich die Koalition oder das BMWE mit E-Mails bombardieren, damit du nen Ausgleich bekommst. Von der Solidargemeinschaft, also auch den Zugfahrern.

Ich bin Pendler. 52km einfache Strecke. 104km pro Arbeitstag. Natürlich wird ein guter Grüner nicht verstehen, dass der ÖPNV oder ein Jobwechsel keine Alternative für mich ist. Selbst hier in Köln/Bonn nicht. Hauptsache Tempolimit fordern und Benzinpreise hämisch abfeiern.

@DrDobberstein Meine letzte Hoffnung ist, dass die sich für ne Aufgabenteilung absprechen (good cop, bad cop). Falls nicht, Zustimmung.

Und Merz schickt jemanden nach Washington‼️ Unsere Dummheit wird sicherlich bestraft‼️

@42tw1tter1sd3ad @BjornSchupbach @HarksenNiels Und eine letzte Anekdote: unsere Lehrer hier haben während meiner Schulzeit in den Sommerferien regelmäßig Kinder aus Tschernobyl eingeladen, damit die für ein paar Wochen eine gesunde Umgebung genießen konnten. Vielen haben hier eine gute Zeit gehabt.

@42tw1tter1sd3ad @BjornSchupbach @HarksenNiels Der Redispatchquatsch könnte sich ab 2027/18 in Luft auflösen, weil es endlich in den Süden fließt…

Sag mal, @HarksenNiels, bist du das in der Doku vom Y-Kollektiv? Was sagst du zu dem Thema Personal reaktivieren für die Atomkraft? Ich habe bisher keine guten Argumente dazu gehört, dass das möglich ist.