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Lorenzo Barbieri
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Lorenzo Barbieri2026-04-21 05:32:192026-04-21 18:09:20Can the Middle East War Accelerate the EU Energy Transition?March 2026: Once again, the world found itself holding its breath. The new front opened in Iran by the United States and Israel put global flows of crude oil and natural gas under immense pressure.
April 2026: One month into the conflict, the situation remains quite unchanged. Operation Epic Fury, initially intended as a swift and decisive military action, has instead dragged on far longer than anticipated, with global repercussions [1].
A new challenge now faces Europe: overcoming the Middle East energy crisis without losing sight of the sustainable transition.
With the Strait of Hormuz blocked — first by Iran and later by a U.S. naval blockade — the price of fossil fuels has skyrocketed since March. The strait, through which up to 20 million barrels of oil passed daily (worth $600 billion annually), along with 263 million cubic meters of natural gas (about 20% of global production), also carried fertilizers, chemicals, and cosmetics [2].
On March 3, 2026, following the initial diplomatic crisis, crude oil prices surpassed $80 per barrel. After two weeks of the Strait of Hormuz closure, the market price of oil reached more than $110 per barrel. Today, it fluctuates between $90 and $100 [3]. This market destabilization has reignited the debate on the European Union’s energy independence, highlighting the need for a more diversified supply chain and an accelerated transition to renewable energy.
Oil and derivatives: we are all in the same boat
Despite Arab Countries supplying only 4% of Europe’s energy needs — behind the U.S. (21%), the Commonwealth of Independent States (17%), North and East African countries (13% and 12%, respectively), and South America (10%) [4] — by early April, there was already talk of diesel, gasoline, and jet fuel shortages [5].
In Italy and the UK, some airports reduced flights due to jet fuel shortages in the first week of April [6], and Ryanair admitted it only had enough fuel to guarantee flights until mid-June, with no assurances beyond that date if the conflict continues [7]. Current difficulties stem more from logistical and economic issues than actual shortages, delaying the risk of a real shortage to a later time. However, this moment could arrive as early as summer if the Middle East crisis persists, as technical constraints prevent increased production, and each country has only about a month’s worth of reserves [8].
The only real alternative to crude oil for combustion engines is biofuels, of which Europe is one of the world’s leading producers. Germany, France, Spain, and Italy are among the top producers [9]. However, large-scale production remains insufficient. Also, many doubts are still surrounding the biofuel supply chain, concerning that its expansion could negatively impact the agri-food sector, especially when developing countries are involved, like what happened in the Congo [10]. For now, there is no viable alternative in the short or medium term: we’re all in the same boat.
Gas and electricity: Europe’s internal conflict
The natural gas landscape is more complex than that of oil but equally delicate. Only 4% of Europe’s gas comes from Gulf countries. The largest shares come from Norway (30%), the United States (26%), and Russia (13%), at least until the end of 2027, when Russian contracts expire [11]. Additionally, the share of energy produced from renewable sources has increased. In 2021, only 36% of energy came from green sources; today, that figure has reached 50% [12].
Since EU Member States have vastly different energy policies, speaking of Europe as a single entity would be a mistake. Countries like Denmark, Austria, and Portugal rely heavily on solar, wind, and hydroelectric power, which account for 92%, 83%, and 82% of their energy needs, respectively [6]. In contrast, Malta, Poland, and Ireland still rely heavily on fossil fuels, with coal and gas covering 85%, 69%, and 53% of their energy consumption, respectively [13].
Gas imports are also managed independently by each country, both in terms of quantity and suppliers. Middle Eastern countries, in particular, supply gas to Italy, Belgium, and Poland, making these states among the most exposed to the current energy crisis [11].
Can European States achieve energy independence while honoring the Green Deal?
Solar and wind energy cannot be used as tools of geopolitical pressure. The model Europe should follow to ensure energy security could be the one proposed by Spain, which has doubled its renewable energy production since 2019 [14]. While sun and wind cannot be taxed, the metals needed to build photovoltaic and wind power plants could still be used as political leverage. It is therefore likely that fossil fuels will remain a pillar of European energy production in the short term, particularly coal, which Italy and Germany still use as a last resort during energy crises [15-16].
Will the Green Transition turn out to be Blue?
As in 2022, nuclear energy is making a comeback. Ursula von der Leyen called the move away from nuclear power a “strategic mistake“, emphasizing that the EU will reinvest in this sector in the near future [17]. There are no longer doubts among experts about the safety of new-generation nuclear plants [18-19], and since 2021, nuclear energy has been included in the EU taxonomy for the Green Deal, further legitimizing this potential choice for Europe.
However, according to the Bulletin of the Atomic Scientists, investment alone may not be enough; it may be necessary to rethink the entire nuclear energy supply chain. Currently, France is the only European country with actual construction capacity, but its progress is slow and unpromising: the only plant under construction, Hinkley Point C in England, is over five years behind schedule and has already exceeded its initial budget by more than €5 billion [17].
In an increasingly unstable market, driven by an equally uncertain global situation, European leaders have already begun negotiations to secure the necessary supplies of crude oil and gas. The immediate priority is to “patch things up” in the very short term, but it is also essential to plan for the more distant future.
At this moment, the possibility of a further shift toward sustainability coincides with energy independence: what if we decided to take this path?
References:
[1] Limes, Rivista Italiana di Geopolitica. (n.d.). L’America ingolfa il mondo. https://www.limesonline.com/rivista/l-america-ingolfa-il-mondo-21388569/?ref=LHHD-R
[2] BBC News. (n.d.). US and UK launch strikes on Houthi targets in Yemen. https://www.bbc.com/news/articles/c78n6p09pzno
[3] Il Sole 24 Ore. (n.d.). Prezzo del petrolio Brent. https://mercati.ilsole24ore.com/materie-prime/commodities/petrolio/BRNST.IPE?refresh_ce=1
[4] Visual Capitalist. (2024). Europe’s crude oil imports by country in 2024. https://www.visualcapitalist.com/europes-crude-oil-imports-by-country-in-2024/
[5] The Guardian. (2026, 25 marzo). Europe could face Iran war fuel rationing by April, warns Shell boss. https://www.theguardian.com/business/2026/mar/25/europe-could-face-iran-war-fuel-rationing-by-april-warns-shell-boss
[6] Politico. (n.d.). Italy airport jet fuel restriction. https://www.politico.eu/article/italy-airport-jet-fuel-restriction/
[7] Reuters. (2026, 1 aprile). Ryanair sees jet fuel supply disruption in May if Middle East war continues. https://www.reuters.com/business/ryanair-sees-jet-fuel-supply-disruption-may-if-middle-east-war-continues-2026-04-01/
[8] Il Post. (2026, 13 aprile). Carenza carburante per aerei, allarmi: quali problemi. https://www.ilpost.it/2026/04/13/carenza-carburante-aerei-allarmi-quali-problemi/
[9] Il Sole 24 Ore. (n.d.). Biocarburanti, l’Italia quarta in Europa per produzione. https://www.ilsole24ore.com/art/biocarburanti-italia-quarta-europa-produzione-AGdcn0MD?refresh_ce=1
[10] Euronews. (2025, 13 luglio). EU biofuel projects in the ‘breadbasket of Congo’ could threaten food security, investigation finds. https://www.euronews.com/my-europe/2025/07/13/eu-biofuel-projects-in-the-breadbasket-of-congo-could-threaten-food-security-investigation
[11] Institute for Energy Economics and Financial Analysis (IEEFA). (n.d.). European LNG tracker. https://ieefa.org/european-lng-tracker
[12] Eurostat. (2026, March 19). Energy production and imports. https://ec.europa.eu/eurostat/web/products-eurostat-news/w/ddn-20260319-2
[13] Consilium Europa. (n.d.). How is EU electricity produced and sold? [Infografica]. https://www.consilium.europa.eu/en/infographics/how-is-eu-electricity-produced-and-sold/
[14] Politico. (n.d.). Spain’s low energy bills: A lesson for the EU? https://www.politico.eu/article/spain-low-energy-bills-eu-domestic-power/
[15] Il Post. (2026, March 30). Centrali a carbone accese fino al 2038. https://www.ilpost.it/2026/03/30/centrali-carbone-accese-2038/
[16] Scenari Economici. (2026). Germania: Il ritorno del re carbone. https://scenarieconomici.it/germania-il-ritorno-del-re-carbone-le-centrali-a-lignite-di-nuovo-in-utile-alla-faccia-della-transizione/
[17] The Bulletin. (2026, March). Why politics, money, and construction capacity will limit any European turn toward nuclear power generation. https://thebulletin.org/2026/03/why-politics-money-and-construction-capacity-will-limit-any-european-turn-toward-nuclear-power-generation/
[18] Avvocato Atomico. (n.d.). Pericolo, rischio e rischio percepito (Parte prima). https://www.avvocatoatomico.com/pericolo-rischio-e-rischio-percepito-parte-prima/
[19] Avvocato Atomico. (n.d.). Pericolo, rischio e rischio percepito (Parte seconda). https://www.avvocatoatomico.com/pericolo-rischio-e-rischio-percepito-parte-seconda/
Cover and preview photo: Cargo ship at sunset. Photo by Ian Simmonds on Unsplash.




















