I think his worry is the percentage of power production in Europe that shifted from Coal to Natural Gas (read Russian Natural Gas).

But I just don't see it, I think governments in Europe would likely buy surplus US/Canada LNG ($$$) or scrable for extra gas from Norway/Qatar/Algeria instead of creating actual outages, specially considering how much coupling you have in EU power networks across countries. [0]

[0] https://en.wikipedia.org/wiki/Synchronous_grid_of_Continenta...