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Reports Europe’s Energy Security at a Crossroads - Montel’s Geopolitical Report

Europe’s Energy Security at a Crossroads - Montel’s Geopolitical Report

Climate backpedalling, LNG exposure, and geopolitical risk are reshaping Europe’s energy outlook.

Montel’s Geopolitical Report – December 2025 explores how shifting alliances, weakened climate momentum, and international tension are redefining Europe’s strategic position in global energy.

Download the full report to understand what’s driving market uncertainty this winter. In a time of intense geopolitical pressure and energy market uncertainty, Montel’s Geopolitical Report – December 2025 delivers expert-led analysis on Europe’s most pressing challenges. From energy transition headwinds and climate backpedalling to LNG supply risks and US-EU-China dynamics, this report unpacks what’s at stake for Europe's energy and strategic autonomyh

What you’ll learn inside:

  1. The EU’s climate dilemma: how political short-termism is threatening long-term stability, with delays in carbon pricing and weakened emissions targets.
  2. LNG dependency risks: Europe’s heavy reliance on US LNG raises exposure to geopolitical leverage and price volatility as storage levels fall short.
  3. Trump’s return and the EU’s strategic squeeze: a potential US-Russia pivot places Europe at a tipping point for autonomy and deterrence, especially as frozen Russian assets become geopolitical tools.
  4. December price volatility: with gas storage levels low and risks from Dunkelflauten, energy traders assess the outlook for winter.
  5. IEA outlook under scrutiny: does the World Energy Outlook underestimate gas price risks in Europe? Montel’s analysts weigh in on the assumptions.
  6. Middle East, US-China trade feuds, and Russian hybrid warfare: get updates on global flashpoints reshaping Europe's external energy risks.