President Donald Trump and European Commission President Ursula von der Leyen unveiled a trade framework on 27 July that includes a commitment by European companies to buy $750 billion worth of U.S. energy—mainly crude oil, liquefied natural gas and nuclear fuel—by the end of 2028. The headline figure translates into about $250 billion a year and was announced together with a 15 percent tariff the United States plans to impose on most European imports. Energy analysts say the volumes implied by the pledge far exceed market capacity. The EU imported roughly $75 billion of U.S. energy last year, or about 15 percent of its $420 billion total energy bill, according to Kpler data cited in industry commentary. Meeting the new target would require rerouting virtually all U.S. crude exports to Europe or increasing EU LNG purchases six-fold, while still leaving producers short of supply, they warn. Skeptics from Kpler, Reuters Breakingviews and the Financial Times have labelled the promise “pie in the sky” and “delusional,” noting that Brussels has limited authority over private purchasing decisions and is simultaneously pursuing decarbonisation goals. The European Commission argues the three-year surge would only bridge the bloc’s planned exit from Russian gas and does not contradict its climate agenda. U.S. producers and trade groups nonetheless welcomed the prospect of larger long-term contracts. Venture Global cited the agreement as support for moving ahead with a $15 billion, 28-million-ton-per-year LNG facility in Louisiana, and energy shares briefly rallied before paring gains as doubts mounted. The pact has yet to be formalised, and its non-binding nature leaves enforcement unclear. Analysts say any shortfall could give the White House leverage to revisit the tariff deal, drawing parallels with China’s unmet commodity-purchase promises under Trump’s first-term “phase-one” accord.