Europe Forgot the Lesson the 1970s Oil Shocks Once Taught
The continent answered with reactors, pipeline diplomacy, and offshore drilling, then spent three decades neglecting and dismantling everything it had built. a mega🧵inspired in part by my conversation with Doomberg.
The European response to the OPEC embargo was an impressive mobilization that moved decisively and pragmatically taking advantage of the unique conditions available throughout the bloc.
France moved decisively launching the The Messmer Plan in direct response to the oil shock. It remains the fastest large-scale nuclear buildout in history.
France had little domestic oil, but it had everything else the program required: a large corps of state-trained engineers produced by the Grandes Écoles, heavy industrial capacity rebuilt under the postwar dirigiste economic model, and a nationalized utility in Électricité de France (EDF) already accustomed to executing at the direction of the state rather than waiting on market incentives.
Its political class drew the logical conclusion: electrify aggressively around a domestic nuclear base, using a standardized reactor designs that a purpose-built supply chain could replicate at pace.
Space heating, water heating, rail and significant portions of industrial process heat were shifted onto the grid as the fleet came online, deliberately substituting domestic electrons for imported hydrocarbons across as much of the economy as the technology of the era allowed.
The result over roughly twenty years was 54 operating reactors, an electricity system generating around 75 percent of its output from nuclear, net electricity exports to neighbours who had made different choices, and as an unintentional side effect a per-capita carbon footprint in the power sector that remains among the lowest in the developed world.