By Daniel Yergin and Michael Stoppard

The second entrance has opened within the battle for Ukraine—an vitality struggle in Europe. There’s no thriller about Vladimir Putin’s technique. He laid it out at an financial convention in St. Petersburg in June: excessive vitality costs, which carry hardship as they radiate by way of the European economic system, which can create social turmoil, which can imply that folks vote their pained pocketbooks. This in flip will carry to energy populist events that may, to make use of his personal language, change “the elites” in Europe.

The last word intention is to carry governments to energy in Europe that aren’t dedicated to supporting Ukraine and thus fracture the Western coalition. The technique is already at work. Final month a right-wing social gathering pulled out of Italy’s governing coalition, citing “the horrible selection” that Italian households face “of paying their electrical energy invoice or shopping for meals.” This compelled the resignation of Prime Minister Mario Draghi, who in June had traveled to Kyiv to affirm Italy’s assist for Ukraine.