I would look at economic policy trends here -- quite clearly growing state control seems to have some kind of impact on output development.
The Polish view seems to be a contingency view. If the EU cannot reach a deal with Russia, then the Poles seems to be saying Europe needs alternative plans. But it is clear several member states will not want to exclude Russia. Germany has already made that clear to Poland.
The commission is right to be proposing a new European dimension of energy policy. The European angle is secondary for member states like France, which is sad. It will take time to make progress.