Matengor

It’s mainly just the course of the current administration. Chances are high that the conflict is fought on the political stage and the market only.

We still have to see how the situation in Ukraine plays out. But I don’t see the potential for a military conflict including Europe and the US here.

The Trump administration will hopefully be replaced in January 2029, and up to then, it’s not unlikely Dems take back the congress in 2026. Not a major push to progressivism, but it can help to contain the current national extremism.

I’m not too optimistic about a real regime change, but I reckon that affairs will normalize somehow and Europe and the USA arrange themselves in their new positions.

It’s a phase out, right?

Can the infrastructure handle the increase right now if we do nothing? No. The question is “will it be ready?”. And yes, they can and will be in 2035. Studies predict readyness for substantial growth by around 2027-30 in Europe, provided further investment.

I haven’t read them all, but here are some sources: https://www.acea.auto/press-release/powering-europes-green-freight-future-acea-and-eurelectric-call-for-urgent-grid-reform-and-investment/ https://www.cleanenergywire.org/news/grid-agency-confirms-plans-five-new-large-scale-power-transmission-lines-germany https://te-cdn.ams3.cdn.digitaloceanspaces.com/files/2023_07_TE_AFIR_grid_readiness_final.pdf https://www.sei.org/perspectives/blackouts-arent-new-but-is-europes-grid-ready-for-the-next-one

Also, renewables have already overtaken coal as the biggest source of electricity. So it shouldn’t be a question of lacking energy. https://www.bbc.com/news/articles/cx2rz08en2po

No paywall: https://archive.is/SUJqL

“We made the wrong decision, and we will correct it,” said the German chancellor at a conference of his SME association in Cologne. He would “put a spoke in Brussels’ wheel.”

It’s insane how they fetishize fossiles.