The $400 million green hydrogen agreement between Canada and Germany has detonated across global energy markets, sending a blunt message that Europe is quietly redesigning its future without the United States.
For decades, Washington assumed Europe’s energy dependence would always orbit American influence, first through security guarantees, then through liquefied natural gas shipped across the Atlantic after the Ukraine war.
That assumption is now collapsing under the weight of climate policy, political volatility, and a growing European refusal to outsource its future to Washington’s internal chaos.
At the center of this shift stands a $400 million green hydrogen pact that many in Washington failed to notice until it was already done.