The European Union has taken what its Energy Commissioner, Dan Jørgensen, describes as an irreversible step: a permanent ban on Russian gas imports, designed to remain in force regardless of any future peace settlement with Moscow. Speaking on Montel’s Plugged In podcast, Jørgensen framed the move as a clear “never again” moment for European energy policy, closing a chapter that has shaped the continent’s gas markets for decades.
Unlike previous sanctions, the new framework is embedded in EU legislation, not tied to the war in Ukraine and not subject to six-monthly renewals. This distinction is central. By choosing a legislative ban, the Commission signals that the decision is structural, not tactical. Any reversal would require a fresh proposal from the Commission and political approval at EU level, a threshold deliberately set high. In practical terms, both pipeline gas and LNG imports from Russia will be fully phased out by September 2027, with short-term contracts terminated within six months of the legislation entering into force.
The move comes despite the sharp reduction already achieved. Russian gas accounted for around 45% of EU supply in 2022; today it stands at roughly 10–13%. Yet the bloc still spends more than 1 billion euros per month on Russian gas, a figure the Commission wants eliminated as quickly as possible. For Brussels, this residual dependence is no longer acceptable, especially in the context of what Jørgensen calls the “weaponisation” of energy and the blackmail of EU member states.
ASLO READ Without Russian gas and with renewables, Europe corrects a costly energy vulnerability
Enforcement will also tighten. The Commission plans stricter controls to prevent circumvention of the ban, coupled with penalties for companies or states that breach the rules. The intention is to remove any ambiguity for market players: Russian gas is not a transitional option, but a closed route. “The reason why legislation is better than sanctions here is that that will not have to be renewed every six months. And it’s not connected to the war.” Dan Jørgensen explained. “So they will not change unless we decide to change them. And if we decide to change them, that will mean that the commission would have to put forward a proposal to do so,” he added.
Crucially, the Commission insists this is not about swapping one fossil dependency for another. Since February 2022, EU gas consumption has fallen by an estimated 15–16 bcm per year, roughly half the volume previously imported from Russia. Supply diversification is ongoing, including cooperation with the US, Canada and Qatar, and regional sources such as Norway or Romania, but Jørgensen’s message is that diversification is a bridge, not the destination.
The long-term objective is a smaller gas market altogether, anchored in renewables, electrification and efficiency. With the EU importing close to 400 billion euros worth of fossil fuels annually, the economic argument now aligns with the geopolitical one. Producing more energy domestically from renewable sources is framed not only as a climate imperative, but as a competitiveness and security strategy.
For countries like Romania, positioned both as a gas producer and a potential regional hub, the challenge and opportunity lie in navigating this transition: maximizing short-term security of supply while accelerating the shift toward a fundamentally different energy system.
