1. We have a large homgoneous market where you can build a product and it’s expected it can succeed for hundreds of millions of Americans
2. EU is the easiest second market, and another step change of hundreds of millions of customers in a somewhat unified market
3. there’s not an easy 3rd economy that replaces EUs wealth, population, and comfort with English + technology
When we piss everyone off in the EU tech company growth gets kneecapped and limited to US / Canada. Theres not an easy market to expand to without much deeper focus on that specific market and its needs, for much fewer returns.
Europe will buy LNG from Canada instead of the US, and continue to purchase imports from China. I agree though that a strong EU is needed, in part to defend against the US, as well as Russia (until the Russian economy reaches failure). CATL is currently building the largest battery factory in Europe in Spain.
EU countries give final approval to Russian gas ban - https://www.reuters.com/business/energy/eu-countries-give-fi... | https://archive.today/wOHeR - January 26th, 2026
> Under the agreement, the EU will halt Russian liquefied natural gas imports by end-2026 and pipeline gas by September 30, 2027.
> The law allows that deadline to shift to November 1, 2027, at the latest, if a country is struggling to fill its storage caverns with non-Russian gas ahead of winter.
> Russia supplied more than 40% of the EU's gas before 2022. That share dropped to around 13% in 2025, according to the latest available EU data.
> The European Commission plans to also propose legislation in the coming months to phase out Russian pipeline oil, and wean countries off Russian nuclear fuel.
Ember Energy: The final push for EU Russian gas phase-out - https://ember-energy.org/latest-insights/the-final-push-for-... - March 27th, 2025
Considering Russian's invasion started February 24, 2022, it's fairly impressive Europe has only needed ~5 years to disconnect entirely from Russian gas supplies. Better late than never. They've proven they have the capacity to achieve these objectives in a timely manner, when motivated.