The Political Consequences Of Ukraine’s Decision To Cut Off Russian Gas To Europe
Russia and the EU will manage the latest phase of their US-instigated divorce without much difficulty, but the US might offer to bring them back together by authorizing its vassals’ import of Russian pipeline gas in exchange for some concessions from the Kremlin in the energy sector and Ukraine.
Pundits are discussing Ukraine’s decision to cut off Russian gas to Europe after Kiev refused to extend its five-year agreement with Moscow that expired on the first of the year, with the vast majority laying blame on the other side and hyping up the negative consequences for their opponent’s interests. The reality is that this development is much more political than anything else since the EU and Russia already weathered much more serious disruptions throughout 2022.
The Yamal pipeline through Poland was shut down a few months after the special operation began for sanctions-related reasons while Nord Stream 1 was gradually phased out of operation due to maintenance needs worsened by Canada’s delay on returning repaired gas turbines to Russia. That pipeline and the inactive Nord Stream 2 were then blown up in a terrorist attack in September of that year, though one still remains undamaged but has yet to re-enter into operation for political reasons.
The combined effect resulted in the share of Russia’s pipeline gas in EU imports plunging “from over 40% in 2021 to about 8% in 2023” according to the European Council. Nevertheless, the EU “narrowly avoided” a recession that year in CNN’s words, though it could enter into one later this year if Germany’s economic struggles deepen. Even so, it won’t be directly affected by Ukraine’s latest decision since this route only concerns 5% of EU imports, with the main clients being Slovakia, Hungary, and Moldova.
The first two are led by conservative-nationalists who are fiercely opposed to NATO’s proxy war on Russia through Ukraine while the third is ruled by a pro-Western figure who wants to reconquer her country’s separatist region of Transnistria in which several thousand Russian peacekeepers are still based. This observation lends credence to the earlier claim that Ukraine’s decision is much more political than anything else since it punishes Slovakia, Hungary, and Transnistria without harming other countries.
The last-mentioned is being hit particularly hard since it had to halt heating and hot water to households, which could lead to political unrest that might be manipulated from abroad to provoke a Color Revolution. This could either result in regime change or weaken that polity enough from within that it becomes much easier for Moldova (with possible Romanian assistance) and/or Ukraine to invade. Russia’s Foreign Intelligence Service warned about that scenario last month, which was analyzed here.
Slovakia and Hungary won’t be harmed anywhere as much as Transnistria since each can import costlier LNG – whether from Russia, the US (which has poached a lot of its rival’s former EU market share), Algeria, and/or Qatar – from Lithuania/Poland or Croatia. Poland can connect Slovakia to Lithuania’s Klaipeda LNG terminal while Croatia’s Krk LNG terminal can supply Slovakia and Hungary. Hungary is also already getting some pipeline ga