Bangladesh, March 20 -- For now, Brussels insists: “not one molecule”: that is, the European Commission has doubled down on its refusal to reimport Russian gas (even amid the Iranian war and the energy crisis), portraying any reversal as a “strategic blunder,” in the words of Ursula von der Leyen. The question is: for how long is this stance sustainable?

The European position is in fact already under the weight of geopolitical realities. The Israeli-Iranian war, now drawing in Washington, has sent oil prices surging (with global repercussions) and has also exposed structural weaknesses in Europes energy model. Analysts (such as the European energy security programs assistant at the Atlantic Council Lisa Basquel) w...