The EU is becoming increasingly dependent on American natural gas, which is expected to account for nearly half of the bloc's supply by 2030, a shift that risks creating a major vulnerability as relations with Washington deteriorate, Politico reported.

The bloc's growing reliance on US-originated supplies comes after a gradual removal of gas from pipelines from Russia, once the largest supplier, following the escalation of the conflict in Ukraine in 2022 and subsequent sanctions from the West.

The US already supplies about a quarter of the EU’s gas imports, a share that is expected to grow significantly as the bloc imposes a complete ban on Russian gas, according to Politico. The trend has created a “new, high-risk geopolitical dependency,” Ana Maria Jaller-Makarewicz, senior energy analyst at the Institute for Energy Economics and Financial Analysis, told the media.

"An excessive reliance on US gas runs counter to the EU's policy of increasing EU energy security through diversification, reducing demand and increasing supply from renewable sources," she said.

Alarm about this vulnerability is growing among EU member states. Diplomats warn that the Trump administration may seek to exploit Europe's growing dependence on American gas for foreign policy gains.

While “there are other sources of gas in the world” beyond the US, the risk that US President Donald Trump could cut off supplies to the EU after an intervention in Greenland “must be taken into consideration,” an anonymous senior EU diplomat told Politico.

Trump has increasingly used energy as a bargaining chip in trade talks with the EU. Under a deal announced last July, the bloc agreed to buy $750 billion worth of American energy by 2028 to avoid higher tariffs, a promise that critics have called coercive.