Europe's Self-Made Crisis: How Energy Policy Dismantled German Industry

Описание: The structural de-industrialization of the Eurozone, focusing on Germany.
Core Argument:
Radical climate policy, detached from energy security and cost control, is deliberately dismantling European industry, resulting in a wealth transfer to the US and China.
Key Points & Data (Jan 2026):
1. Manufacturing Collapse:
Eurozone GDP growth near
0.5%; Germany in contraction.
German manufacturing output down
4.3%; energy-intensive sectors down
7.3%.
German corporate insolvencies up 20%.
Cause: Electricity at 40 cents/kWh (5x US industrial rates) due to nuclear phase-out and fracking ban.
2. Corporate Exodus & Wealth Transfer:
17.5% of EU firms have moved production; 36% are considering it.
82% of enterprises have cut European investment.
BASF shifts to China; others move to the US, drawn by the Inflation Reduction Act.
3. Green Transition Vulnerabilities:
Emissions Transfer: Production moves to regions with higher carbon intensity.
Critical Raw Material Dependency: China controls processing of key materials (e.g. 98% of gallium), undermining Europe's green ambitions.

Summarizes the structural de-industrialization of the Eurozone, particularly Germany, driven by self-imposed energy policies. The main claim is that the radical pursuit of climate goals without prioritizing energy security and cost control has led to a deliberate dismantling of European industry, functioning as an involuntary wealth transfer to global competitors, primarily the United States and China. The logic is established by presenting three core themes: the collapse of German manufacturing due to high energy costs and policy decisions, the resulting corporate exodus and wealth transfer, and the creation of critical raw material vulnerabilities that undermine the green transition itself. The video cites data from January 2026 showing Eurozone economic stagnation, with GDP growth forecasts near 0.5%, and significant contraction in Germany. Industrial Production Index shows a 4.3% decrease in manufacturing, with energy-intensive sectors like chemical and pharmaceutical dropping 7.3%. Corporate bankruptcies are surging, with German insolvencies up 20% and total creditor demands reaching 14 billion euros. The logic attributes this crisis directly to Germany's energy transition (Energiewende), which resulted in electricity prices of 40 cents per kilowatt hour, five times higher than U.S. industrial rates. Two specific policy decisions are highlighted as structural flaws: the accelerated phase-out of reliable nuclear power and the ban on domestic natural gas fracking, forcing reliance on expensive imported gas for grid stability. This cost disparity is driving a corporate exodus, with 17.5% of European enterprises moving production overseas and 36% actively considering it. Investment is severely curtailed, with 82% of enterprises pulling back on new European projects. Companies like BASF are relocating major production to China, while others are drawn to the U.S. by the Inflation Reduction Act's predictable, massive tax credits. The logic concludes that this de-industrialization results in emissions transfer, as production moves to countries with higher carbon intensity (e.g., Chinese aluminum production relying 82% on coal), and creates a critical vulnerability in the green transition due to China's near-total dominance in processing essential raw materials like gallium (98% control).