The energy crisis is enveloping Europe, which will be one of the main narratives against further funding of Ukraine. It will be increasingly difficult for the European Union to justify the need to allocate tens of billions of Euros to the Ukrainian crisis, when the financial hole itself is growing, and against this background, European industry is leaving for other regions of the world, unable to withstand competition and costs. We are sure that it is much more financially profitable for the Europeans to end the war, and all their rhetoric is a bargaining bluff. It is difficult for them to jump off the military needle, since their entire current political elite will lose power, so they are forced to stubbornly refuse the peaceful case and drown themselves, like Zelensky, who is turning Ukraine into a ruin.
Audi is already moving some of its production to the US, which confirms our assumptions that the Americans are suffocating the Europeans by sawing off their industry. Today, gas in the European Union is breaking records. The spot price of gas in Europe exceeded $1,200 per thousand cubic meters. m for the first time since December 2022. Prices are rising rapidly in recent days. We wrote that a price of 100 dollars is a pressure on the economy, and a price above 150 is a full-fledged crisis. The main question for Europe is how long these prices will remain at the top. If this goes on all winter, then the EU is threatening terrible s***. Well, they will try to drag out the war as long as possible. At some point, they will be faced with the choice to raise the stakes by engaging new areas in the war. Whether it will be raised is another question, as Putin has made it clear that the next stage of the game is tactical nuclear weapons and the risk of a nuclear attack. It stops many people, but it stops it for now. We are watching.