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Energizing toward independence: eu energy diversification policies since the Russia-Ukraine war: a comparative study of France, Germany, and Spain


par Alice Nicolleau
Brussels School of Governance - Master in Diplomacy and Global Governance 2025
Dans la categorie: Droit et Sciences Politiques > Relations Internationales
   
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II- Literature Review

1) Energy Security in International Relations Grand theories a) Concept of Energy Security

First and foremost, the concept of energy security is widely discussed in the literature, but there is no consensus on its definition (Yergin, 2006; Löschel et al., 2010). However, according to Quemada et al., (2012), this concept is based on three fundamental dimensions: sufficiency, continuity, and affordability. Sufficiency and continuity relate to the need to ensure a stable and available supply capable of meeting consumers' immediate needs. Affordability, on the other

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hand, pertains to long-term market dynamics and depends on various factors such as technological advancements, the discovery of new energy sources, and the balance between supply and demand. In addition, Stern (2002) differentiates between short-term operational security, which seeks to prevent unexpected supply disruptions, and long-term strategic security, shaped by developments in supply and demand. Johnson (2005) emphasizes the importance of resilience to exceptional circumstances in the short term, whereas long-term security incorporates structural factors related to markets and investments. Neorealism frames energy security as a strategic power struggle in which states primarily aim to minimize their dependency. This perspective aligns with the EU's prioritization of reducing its reliance on Russian gas (Cesnakas, 2010; Ba°kan, 2024). The definition advanced by the EU encompasses the following: cybersecurity, emergency oil stocks across MS, critical mineral access, industrial production capacity for renewables, protection of critical infrastructures, adequate electricity supply, security of gas supplies, and sufficient gas storage capacities (Worl Energy Council, 2022).

b) Energy security and power

Contemporary theories in international relations focus on security but tend to downplay the role of power in energy-related issues (Kilinç-Pala, 2021). Authors from the realist school consider energy security to be inherently linked to power and the balance between independence and interdependence. This perspective helps explain why states seek to secure critical resources (like energy) in order to maximize their survival and influence. With structural neorealism, Waltz (1979) argues that energy, especially exports, acts as a shield against external threats: by increasing others' dependence, Russia strengthens its own security. Energy is viewed as a political tool for asserting national dominance, ensuring protection, and responding to threats (such as through sanctions). It thus becomes a strategic lever in a geopolitical game, that is, a soft power tool, defined by Nye (1990) as the ability to wield influence through attraction rather than coercion. Russia has used its natural resources to keep Europe in a state of dependence (Ba°kan, 2024; Dhaka, 2023).

c) Interdependency and Cooperation

According to Keohane and Nye (1977), the theory of complex interdependence explains that even rivals can be bound by shared economic interests. This interdependence contributes to

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reducing geopolitical tensions and fostering cooperation. In this context, the control of energy flows becomes a mean of exercising political influence through dependence and persuasion, without resorting to military force or coercion. However, challenges to the exercise of soft power arise from ongoing efforts in energy diversification and the green transition, which undermine traditional leverage (Ba°kan, 2024).

This perspective aligns with the neoliberal discourse, which argues that economic cooperation persists despite political tensions (McGrath, 2016; Wilson, 2019). Energy interdependence generates relative stability, and multilateral commitments portray the energy sector as a vector of both economic and political resilience (Ba°kan, 2024). Within this framework, the creation of organizations like ITER, a program of international cooperation in fusion energy research and development, illustrates how countries can come together to address a common challenge (ITER, n.d.). However, this type of cooperation is not without tension, particularly between Russia and the West, leading to delays and renewed doubts about Russia's participation. In this regard, cooperation has been weakened by European and American sanctions linked to the conflict in Ukraine (Bentsen et al., 2014).

d) Securitization and Constructivism

More recently, scholars adopting a constructivist perspective have expanded the analysis of energy-related decision-making by arguing that such decisions are not solely driven by material factors (like geography or economy), but also shaped by social constructs, identities, norms, and perceptions (McGrath, 2016). As Wilson (2019) points out, framing energy issues as existential threats often leads states to implement nationalist and protectionist policies, thereby fueling international tensions and increasing the risk of resource-related conflicts. This process, named securitization, highlights that energy decisions are not merely determined by material or geographical factors but are also deeply influenced by social perceptions and the ideological frameworks within which states operate.

Similarly, Marusyk (2019) underlines that the energy relationship between the EU and Russia is shaped by configurations of identities, norms, and interests that go beyond pure economic reasoning. Mitrova and Melnikov (2019) have shown that the discourse surrounding the energy transition itself constitutes an arena of ideological confrontation, where mutual perceptions and normative battles largely define strategic orientations. In this light, the EU's efforts to diversify

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its energy sources and reduce its dependence on Russian gas are driven not only by material imperatives but also by ideational dynamics, where political narratives, identity representations, and threat perceptions play a central role (Siddi, 2023).

2) Energy Transition at the EU Level a) Energy Transformation Measure

In the context of climate change, energy transformation refers to the various actions aimed at reducing greenhouse gas emissions, so the process of shifting from fossil fuel to renewable energies (Ellabban et al., 2014; Rybak & Manowska, 2023). To assess the effectiveness of this transformation, the literature presents several quantitative tools. Firstly, the Energy Transition Index (ETI), developed by the World Economic Forum in 2018, evaluates the progress made by countries in transforming their energy systems. It is based on the idea that energy transition must not only support economic growth and social development but also strike a balance between three key pillars: (1) promoting economic development, (2) ensuring secure and reliable access to energy for all, and (3) preserving the environment. The ETI is structured around two areas of analysis: the current performance of a country's energy system, and on the country's readiness and capacity to transition (WEF et al., 2023). It measures both the present state of energy systems and how well-positioned countries are to meet future challenges linked to energy transition (Rybak & Manowska, 2023). In 2025, global ETI improved by 1.1%, the energy system improved by 1.2%, but the report revealed that the transition improved more slowly than the 10-year average (Ashraf et al., 2025).

Secondly, the World Energy Trilemma Index (WETI), published annually by the World Energy Council, evaluates the performance of 127 countries in managing the balance among three objectives: providing reliable energy (energy security), ensuring universal access (energy equity), and minimizing environmental impact (WEC, 2024). The report shows that Denmark and Sweden rank first, France is fifth, Germany sixth, and Spain tenth (Worl Energy Council, 2022). The WETI relies on both national and international data. It thus is as a valuable resource for governments, experts, and researchers to benchmark performance, identify best practices, and adjust energy policies for greater sustainability. However, these indices do not take into account the role of energy imports, an important gap especially in the context of the EU's energy dependency (Rybak & Manowska, 2023).

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EU Sanctions on Russian Energy

In response to the invasion of Ukraine, the EU's energy strategy shifted from energy interdependence to energy independence (LaBelle, 2024). Gradually, the EU imposed sanctions on the Russian energy sector, starting with coal, followed by oil and gas. These sanctions faced strong opposition from several MS, which argued that Russian oil and gas imports were their only viable option making unanimity among EU countries the Union's main challenge (Barigazzi & Kijewski, 2022). In order to preserve cohesion, the European Commission called for a collective effort to reduce gas consumption during the winter of 2022-2023, prioritizing support for MS in difficulty (European Commission, 2022a; Council of the EU, 2023). Through these sanctions, the EU aimed to weaken the Russian economy and thereby undermine its military actions in Ukraine (Maruiak, 2024).

Consequently, a radical shift in energy flows has occurred: in 2020, the EU depended on Russian gas for 40% of its supply, which had dropped to less than 10% by January 2023. Meanwhile, Europe previously used 60% of Russia's export capacity, saw its pipeline imports fall by 80% in February 2023 (IEAa, n.d). Consequently, the EU turned to new LGN providers, notably the US and Qatar (Lambert et al., 2022).

c) Green Transition and Sustainability Framework

Given these disruptions, the EU identified an opportunity to accelerate its energy transition by promoting long-term strategies, by increasing investments in renewable energies: solar and wind power, and hydrogen (LaBelle, 2024; Maruiak, 2024). Surely, the conflict in Ukraine highlighted the EU's challenge of balancing Green Deal goals with energy security. The literature on green transition raises questions about the EU's capacity to align its energy diversification policies with its climate objectives because Russia's invasion of Ukraine refocused political priorities around energy security, to the detriment of environmental and social ambitions (Kuzemko et al., 2022).

In this context, the Commission launched REPowerEU in May 2022 to reduce gas consumption by 18% and increase renewables to at least 42.5% by 2030, while also raising investments in storage, hydrogen, and interconnections of EU electricity networks (Energy, n.d., Commission Européenne, n.d.). This initiative is structured around the energy trilemma, theorized by

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Kuzemko et al. (2022), which now guide Europe's energy strategy around three core pillars: diversification of energy sources, development of renewable energy, and improved energy efficiency. Gitelman et al. (2023) operationalize this framework by proposing a detailed typology of diversification forms at the European level: (1) technological diversification, or the expansion of the energy mix; (2) institutional diversification, including the adaptation of regulations and governance models; and (3) integrated management of energy planning. They advocate for a systemic approach, framing diversification not merely as a response to crises but as a strategic lever for sustainable transformation.

Finally, the debates surrounding nuclear energy have regained interest in the literature. The discourse was previously dominated by a technical approach promoting nuclear as a controllable and low-carbon energy source highlighting innovations (Omar et al., 2022). Recent research has adopted a more holistic perspective with a greater emphasis on energy policy, security, climate change, and long-term sustainability (Fernández-Arias et al., 2024).

d) Energy Governance and Policy Networks

To mitigate its vulnerability, the EU has diversified its suppliers, notably by increasing pipeline imports from Azerbaijan, Algeria or the US (Russell & EPRS, 2020). According to Kuzemko et al. (2025), understanding the ongoing global energy system transformation requires more than a mere technical rebalancing, but must be viewed as a dynamic, open-ended, and conflict-laden process. They identified three dimensions shaping contemporary governance: material infrastructures, spatial organisation, and the political tensions that arise around energy choices where actors, interests, and conflicts confront one another. Their approach goes beyond traditional state-centric logics, integrating broader global realignments, such as North-South tensions, debates surrounding fossil gas as a «transition fuel,» and the rise of new non-state actors. In the same vein, Miík (2022) argues that the 2021-2022 crisis exposed the EU's weak external energy coordination, calling for more integrated, multi-level governance to align energy security, decarbonization, and external partnerships. Moreover, Goldthau and Sitter (2020) distinguish between International Political Economy, which explains the fragmentation and power asymmetries in global energy regimes, and Global Public Policy, which analyzes the tools used to shape new forms of energy governance. They argue for moving beyond binary oppositions between liberal, market-based and realist, security-driven approaches to develop hybrid strategies suited to today's energy challenges.

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e) Critical Political Economy

Despite the measures undertaken, the EU must contend with the economic dimensions of the crisis. It has introduced support mechanisms such as windfall taxes on energy companies and financial assistance for vulnerable households (Kuzemko et al., 2022). National initiatives within the Union, including efforts to cap gas and electricity prices, illustrate the diversity of approaches in the absence of a coherent energy rationing system (European Commission, n.d.; Kuzemko et al., 2022). Theories of critical political economy offer relevant insights into why energy diversification trajectories often defy purely institutional or technical explanations. According to Goldthau and Sitter (2021), current institutional structures and dominant interests, whether state or private, contribute to a fragmented, incomplete and deeply unequal energy governance system. Their conceptual framework first reflects the influence of powerful companies and dominant states in shaping energy regimes to serve strategic interests, and then raises questions about why global regimes continue to fail to be effectively inclusive or efficient.

However, the energy transition is neither a linear nor consensual process. Rather, it is shaped by a balance of tensions between proponents of fossil gas and advocates of a rapid shift toward renewables. These tensions also stem from institutional resistance, technological access asymmetries, and North-South dynamics (Kuzemko et al., 2025). Al-Saidi (2023) offers an original perspective on energy relations between Europe and the Middle East, approaching them through the lens of international political economy. He criticizes the EU's overly short-term vision and calls for longer-term, more balanced cooperation strategies, taking into account internal dynamics of supplier countries, such as reforms, political stability, and infrastructure security. In his view, Euro-Mediterranean energy integration represents a major geoeconomics lever, though it remains constrained by issues of trust, mutual dependence, and fairness.

3) Member States Level: Implementation and Differentiation a) Persistent Divisions in Decision-Making

The energy crisis triggered by the war in Ukraine has divided MS with divergent national interests regarding the development and implementation of a common energy policy. For instance, Hungary exercised its veto, then the «constructive abstention» to express opposition to sanctions against Russia (Maruiak, 2024). Such divergences have weakened the EU

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cohesion and solidarity, exposing the institutional framework's limitations in tackling energy security challenges (Miík & Nosko, 2023). The debate over strengthening decision-making integration through qualified majority voting is lively in the energy domain (Ondarza & Stürzer, 2024). Although this reform could contribute to collective energy security, it faces resistance because some MS fear to lose national autonomy (Miík & Nosko, 2023).

b) The Evolution of the Energy Mix

The energy transition within the EU is advancing, but unevenly across MS, which are moving at different paces (ACER, 2025). The reports highlighted that coal, historically central in some countries such as Germany and Poland, is gradually being replaced by wind power, solar energy, biomass, and hydropower. Several examples stand out, including strong growth in offshore wind energy in Denmark and the Netherlands, as well as significant solar energy expansion in Spain and Germany. Moreover, in mountainous or forested countries, biomass and hydropower make an important contribution (EEA, 2023; Rybak & Manowska, 2023).

In 2022, Brodny and Tutak analyzed the similarities among EU Member States in terms of sustainable energy development using indicators such as energy consumption per capita, energy productivity, renewable energy share, greenhouse gas (GHG) emissions, and dependence on energy imports. They identified four clusters: (1) Denmark, Finland, and Sweden, characterized by high per capita energy consumption and Total Primary Energy Supply available in a country (TPES); low energy import dependence, high energy productivity, and low GHG emissions. Then, (2) fifteen countries with moderate consistency, lower energy consumption and productivity than Cluster 1, lower renewable shares, higher GHG emissions, and medium dependence on imports; (3) Poland, Czechia, and Estonia, showing considerable diversity, low import dependence and thus greater autonomy, average energy productivity, but high per capita GHG emissions due to coal (Poland, Czechia). Finally, (4) Belgium, Germany, Ireland, Luxembourg, Netherlands, and Austria, marked by high per capita energy consumption, TPES similar to Cluster 1, moderate renewable shares, high import dependence, energy productivity, and GHG emissions (Germany, Ireland). This classification highlights the differentiated energy profiles and challenges of EU countries in achieving sustainable energy development (Brodny & Tutak, 2024).

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Weiner (2022) points out that Central and Eastern European countries (CEEC), historically highly dependent on Russian gas, must develop greater contractual flexibility and further integrate their energy markets to strengthen their energy security. Meanwhile, the major Western MS have adopted differentiated energy diversification strategies according to their national, industrial, socio-economic priorities, renewable potential, and geopolitical exposure (Tabagari, 2022). For instance, according to the International Energy Agency (2020), nuclear energy is expected to contribute around 15% of the emission reductions needed by 2050. However, in 2021, renewables accounted for only 23% of the energy mix, still far below the 40% target set for 2030. Despite ongoing debates over the costs and environmental impacts of nuclear power, it remains central to France's energy strategy (Pata & Samour, 2022).

The literature presents a set of indicators used to measure the energy transition at the MS level. Among these, the %RES indicator evaluates progress in the energy transition by measuring the share of renewable energies (solar, wind, geothermal, or biomass) in total energy consumption (Kang et al., 2020). Between 2013 and 2022, most MS recorded an increase; for example, Germany's share rose from 13.76% to 20.80%, while Estonia's increased from 25.36% to 38.47%. Furthermore, dependence on energy imports has also evolved. In Germany, for instance, it increased by approximately 6%, whereas in Estonia it decreased by 8% during the 2013-2022 period. These indicators reflect disparities that correspond to the varying capacities of MS to reconcile energy transition with supply security (Rybak & Manowska, 2023).

4) Gaps in the Literature

While quantitative indicators are rich in information, there is currently a lack of comparative data on the evolution of energy mixes across EU Member States since the 2022 invasion of Ukraine. To address this gap, I empirically analyze the cases of Spain, France, and Germany, highlighting how recent geopolitical tensions differently influence national energy diversification strategies. I will also cross-reference the technical dimension of the energy transition with security challenges, which are too often treated separately in the literature. By integrating political discourse, national perceptions, and identity narratives, I will attempt to demonstrate their structuring role in energy decisions. Finally, drawing on a qualitative method, I aim to access the internal logics of action and tensions that escape purely macro or quantitative approaches, while incorporating the often-underestimated role of sub-state actors and energy communities in the concrete implementation of European policies.

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