Europe just got a rare opportunity to reduce its energy dependence on Russia. But will it take advantage?
OLEG PRASOLOV/AFP/Getty Images
Smooth operator: Turkmen President Gurbanguly Berdymukhammedov is courting new buyers for his country's natural gas.
On
April 9, a major pipeline that carries Turkmenistan's vast natural gas
resources to Russia exploded in a massive fireball. According to the
Turkmen Foreign Ministry, the blast was caused by a "reckless and
irresponsible" decrease in the amount of gas drawn from the pipeline by
Russia's state-owned energy company, Gazprom. Pipeline and energy
infrastructure explosions are a common occurrence in the former Soviet
Union, with hundreds of sometimes devastating incidents every year.
But
the explosion in Turkmenistan was unique. It shattered the myth that
Russia was a reliable energy partner, and it seems to have pushed
Turkmen leaders, most importantly President Gurbanguly
Berdymukhammedov, to finally decide in favor of constructing a
trans-Caspian gas pipeline to Azerbaijan, with resources flowing from
there to Turkey and potentially Western markets. Berdymukhammedov
reportedly called Azerbaijan's President Ilham Aliyev to convey that
message. The hint could also not have been clearer on the government's
Web site: Turkmenistan now intends "to diversify supply of Turkmen
natural gas and build the reliable and stable system to transit Turkmen
energy to international markets."
The implications of this
decision are momentous for the planned Nabucco pipeline, the operatic
project deemed a "strategic priority" by the European Commission.
Nabucco would bring gas to Europe via eastern Turkey from Caspian,
Iranian, or Iraqi reserves, avoiding Russian-controlled routes.
Although construction on the pipeline's first phase is theoretically
ready to begin, major private sector investment has not begun to flow
into the project because prospects for its second phase are hazy at
best. When confronted with questions on Nabucco, energy company
officials simply say, "Show me the gas!"
Iraq's infrastructure
is still inadequate to pipe major volumes north through Turkey, not to
mention the security concerns involved. Aside from the small question
of Iran's controversial nuclear ambitions, north-south energy
infrastructure within the country is not developed enough to connect
its vast southern gas reserves with Nabucco in the north. This leaves
Turkmenistan as the only viable option for making Nabucco a reality.
The
Brussels-based European Commission, key European capitals, and U.S.
foreign-policy officials keen to see their allies wean themselves off
the Russian tap have yet to respond to Berdymukhammedov's message in
any substantive fashion. And that is exactly the problem for the West.
Even when Russia missteps in its effort to keep the Caspian close and
Europe dependent, Western actors -- who say they are working toward
supply diversification and unity in energy security -- fail to take
advantage of opportunities in the region.
Almost exactly a year
ago, another such opportunity arose: Berdymukhammedov had welcomed an
EU delegation including Energy Commissioner Andris Piebalgs and
External Relations Commissioner Benita Ferrero-Waldner. In preliminary
talks in Ashgabat, the Turkmen side privately offered to "reserve" a
token amount of gas -- 10 billion cubic meters (bcm) per year -- for
Western consumption. This was a gesture of solidarity on the part of
Berdymukhammedov to test the seriousness of his counterparts. He was
clearly hoping that such a gesture would compel them to return with a
serious proposal to build a trans-Caspian pipeline and move 30 bcm per
year westward. Instead, Ferrero-Waldner went public with the news of
the 10 bcm gesture, trumpeting the offer as if it were a sealed deal.
Naturally, Ashgabat withdrew from serious talks and focused instead on
more concrete offers from Russia and China.
The pipeline
explosion has offered Western decision makers another chance to
approach Turkmenistan. But this time, EU or U.S. delegations had better
come with private sector representatives in tow to give
Berdymukhammedov an offer he can't refuse. Given Turkmenistan's central
role in Europe's energy diversification prospects, and what are sure to
be redoubled efforts from Moscow to bring the country back into the
fold, Brussels and Washington can't afford to do anything else.
Alexandros
Petersen is the Dinu Patriciu fellow for transatlantic energy security
and associate director of the Eurasia Energy Center at the Atlantic
Council of the United States.
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