[1] https://twitter.com/KyivIndependent/status/15747542772681031... "Those shipments are enough to cover a complete halt in Russian pipeline flows from Oct. 1."
[2] https://www.bloomberg.com/news/articles/2022-09-27/europe-is... (paywalled version of the original quote)
Saying Europe doesn't need Russian gas sounds almost like propoganda.
Since the Russian invasion in February, Europe has been working out how to get by without Russian gas. For this winter, stocks are high enough that Europe can probably get by without gas rationing or a major hit to GDP (although this also depends on what the weather's like). There's also a variety of short-term (increasing gas flows from North Africa) and longer-term (increased renewables energy production, more LNG terminals) efforts to eliminate the need for any Russian gas. That goal is, the last I've seen, ready to be hit in 2024.
So the real question isn't what happens over the next 6 months, which I suspect will be rather anticlimactic for most observers, but what happens in the 12 following months, especially if Russian seems determined to deliver 0 gas to Europe in 2023.
Taking into account their long-term planning skills there is no reason to assume they know what they're doing.
I assume they're saying it to avoid a panic or increasing prices.
https://www.bloomberg.com/news/articles/2022-09-27/europe-is...
> "The United States, the world's top natural gas producer, wants to send more liquefied natural gas (LNG) to Europe to help its allies break their dependence on Russian gas after Moscow invaded Ukraine on Feb. 24." (Jul 2022)
https://www.marinelink.com/news/us-ship-lng-europe-498028
In addition, disabling Nordstream 2 is a stated US agenda, right from Biden:
> " US officials have made clear that they would move to suspend Nord Stream 2 if Russian President Vladimir Putin orders an invasion of Ukraine. They’ve been much less specific on how that would be accomplished. “I promise you, we’ll be able to do it,” Biden said Monday when pressed for more details. "
https://www.cnn.com/2022/02/08/business/nord-stream-2-german...
I don't think that's what happened, but I do see an incentive. If you can turn "we're going to increase the conflict by refusing trade" into "we'd buy, but you can't deliver", that's a potentially politically useful change. Also internally "we're taking a stance and sacrificing your comfort during the winter" is worse optics than "we need to deal with the situation where even if we wanted to buy from Russia, we can't; sorry for the inconvenience".
These parties (Italy and Hungary to name just two) are angling for friendlier relations with Russia, and name gas as one of the reasons.
And over winter Russia will say "We want to help Europe. And we want to help their people. And we even have a pipelines full of gas waiting. But their political parties don't want us to help."
And then Europe is full of far-left and far-right Russia-friendly political parties, Ukraine is part of Russia, Russia counts its oil money and continues its military expansion.
The videos coming out of the conscription paint a fairly incredible picture.
But there could be an ideological angle or an insurance angle.
The Baltic Sea is relatively shallow[1], so commercial ROVs can easily get down to the pipe[2].
If you hedged a massive bet that say Norway will continue to deliver gas to the EU and Russia will still be cut off, then I guess it's possible a non-state actor could pull it off.
Sounds more like something out of a movie than anything realistic, but yeah...
[1]: https://en.wikipedia.org/wiki/Baltic_Sea#/media/File:Ostseet...
[2]: https://www.deeptrekker.com/products/underwater-rov (random example)
President Biden on Nord Stream 2 Pipeline if Russia Invades Ukraine: "We will bring an end to it."
Initially I thought it's a mistake. Russian company took over the German one after the sanctions on NS2, so they could screw something up, but there are too many leaks. It's 100% sabotage.
> Meanwhile European powers don't seem to have an incentive
Poland, Belarus have. Yamal is becoming critical as well as Brotherhood (Ukraine).
> That would leave Europe's non-Russian suppliers of natural gas: Norway and the US.
Algeria, Azerbaijan, Canada, UEA, Qatar etc.
I think that game has been completely gone for a while. Russia just doesn't care(well, Putin doesn't), so blowing up those pipelines is like the final fuck you to Europe, now you can't have our gas even if you change your minds.
Depends who. I could very well imagine a few countries (my own, France, for example) forcing a situation where energy-driven complacency isn't on the table. But it does make more sense for this being something that comes from the US.
Could be a simple matter of burning bridges. Or something we haven't thought of yet, but will probably figure out in the next week or so.
Does this not give them even more leverage over Europe? There's no longer simply a switch that Russia can flip to resume the flow of gas into Europe and previously only Nordstream 1 was shut down (please correct me if I'm wrong).
It's not so hard to imagine tactics to compel Russia to flip a switch, but repairing these pipelines now will be a massive effort. You could not coerce another country into repairing these, you would have to really work with them.
Additionally this is essentially a real attack on Europe. Winter was looking bad enough as it was, now, depending on the damage, Europe may be forced to go through their hardest winter ever with no option of negotiation.
At the same time by not declaring that this is being done Russia avoids direct retaliation.
I think the message here is that window for "you lift the sanctions, we deliver natural gas" is over. Russia is becoming more desperate, Western powers are used to it being the case that when an adversary become desperate you slowly start getting what you want. I believe the message here is that as Russia gets more desperate, it also gets more dangerous, so be careful your next move.
It's getting cold now, there are internal pressures in many EU countries to fuck this war and sit down with putin and make an agreement so russia can reopen the gas lines. Putin knows that, and probably has a list of conditions ready to reopen them.
If the pipes are destroyed, even if people protest, there's no way to get russian gas again (atleast not fast and cheaply), and no incentive for EU to talk with putin... and the only ones profiteering from this are americans, selling overpriced gas to europe, even worsening the EU-Russia relations and destroying the european economy.
Norway also reported drone sightings on their oil & gas fields. It would be very tactical for Putin to start taking out all EU supplies as much as practical, since he obviously cannot win on the battlefield.
My feeling is that this will backfire in the current information environment, in the short term only enraging the victims by making clear who is the enemy creating the misery, and in the long term giving politicians justification to say that Russia is an unreliable supplier. It can only work as long as there is a mystery about who is taking out supplies, and if any other facility than Russia's own are taken out, everyone knows that the culprit is Russia.
Also, Russia is so good at this that they have a word for it: "provokatsiya" or "provocation", 'A political event staged by an intelligence service on behalf of its government in order to accomplish some political goal. '.[1]
Russia also has extensive submarine capabilities and ports on the Baltic Sea. [2]
Means, motive, opportunity. That's my bet right now, given limited open source information.
[0] https://oilprice.com/Latest-Energy-News/World-News/Norway-In...
[1] https://en.wiktionary.org/wiki/provokatsiya
[2] https://www.researchgate.net/figure/Russian-Ports-in-the-Bal...
This absolutely doesn’t make sense. If the pipeline is gone, EU does not have any incentive to settle with Russia. Like, “whatever”, no pipe, we send tanks to Ukraine because you have nothing to offer to us anymore.
1) there are multiple OTHER pipelines from Russia to the EU, and NatGas can be shipped by sea (as is now being done from the US); NS1 was not the only route, and NS2 was barely online, and already Germany was heavily dependent on Russian supplies. So it would still be easy to make a settlement with Russia to get more NatGas and oil if the EU wanted.
2) Russia has a LONG history of creating non-military disruption in target countries to gain advantage. Simple disruption of the political situation in the EU is very advantageous to Russia, they would hope it causes at the very least a diversion of funds and attention from supporting Ukraine to dealing with domestic unrest.
3) A new pipeline from Norway was opened literally the same day. This sends a message: "Nice pipeline you have there, it'd be a shame if anything happened to it.". This further creates uncertainty and stress in the EU.
All of these benefit Russia and it's Ukraine genocide efforts directly and significantly.
That said, there is definitely the possibility that it could also backfire, and strengthen the will of the EU to avoid Russia as a completely unreliable and exploitative supplier, and as you say, reply with "FU, we're sending more tanks to Ukraine". I sincerely hope so.
The gas is apparently still flowing out of the pipes at pressure - this can happen only if Russia is still pumping, for which the only purpose would be to spend money to create an environmental disaster - another distraction/disruption.
But this just smells like different nations in Europe going rogue. Probably good intentions, but it strikes at the national interests of other European nations. It's an escalation as, previously, dual interest assets were not targeted explicitly for the purposes of keeping all western nations aligned.
They are playing with fire at this point. I hope we don't get dragged down with these people.
(The earthquake theory might also, ahem, hold some water but I'd say it's less likely)
Apart from a false-flag operation by Putin to have a casus belli to start a war with NATO?
Normally, that would be suicide. But Putin has already proven that he, to put it diplomatically, does not see the world the way most sane people see it.
I don’t understand why people talk about “casus beli” as if life today was Europa Universalis game. When power want to start a war, they do.
Putin made up a "casus beli" before going into the special-operation. He made a speech how this territory belongs to the Russia empire.
So life is not really that different from EU4.
Surely Russia has no interest in sabotaging the pipelines that give them leverage over Europe. Without the pipelines, the whole "you lift the sanctions, we deliver natural gas" game is gone. Even if unlikely to happen, it would have been an important psychological and political factor over the winter.
Meanwhile European powers don't seem to have an incentive. They would benefit from having Russia as part of their gas supply once the war is over. Sure, having the option not to buy from them is nice, but why force that? Competition lowers prices after all.
Ukraine has a motive to hurt Russia and prevent Russian gas exports, but that would also bite the hand that feeds them weapons. Not to mention they don't have a presence in the Baltic and are occupied on other fronts.
That would leave Europe's non-Russian suppliers of natural gas: Norway and the US.