What von der Leyen’s SOTU speech got right about energy—and where the EU still needs to pivot

Ursula von der Leyen's State of the Union address highlighted critical energy system challenges, although specific action plans remained unclear. Simultaneously, the EU is set to disburse €3.3 billion to Ukraine. These funds are specifically designated for the procurement of missiles and drones to support the country's defense efforts. While the energy strategy requires further pivoting for clarity, the financial commitment to Ukraine's military capabilities represents a concrete step in the European Union's current geopolitical strategy.