Natural Gas Politics
Pipelines as geopolitical weapons — how natural gas created Europe's dangerous dependency on Russia.
Pipeline Politics
Unlike oil, which can be shipped anywhere by tanker, natural gas has traditionally been transported through fixed pipelines — creating relationships of mutual dependency between supplier and buyer. This physical infrastructure makes gas trade inherently geopolitical.
Russia exploited this dynamic masterfully. By the 2010s, Europe depended on Russia for roughly 40% of its natural gas. The pipeline network — including major routes through Ukraine, the Nord Stream pipelines under the Baltic Sea, and TurkStream under the Black Sea — gave Moscow enormous political leverage.
Russia repeatedly used gas supply as a weapon: cutting off Ukraine in 2006 and 2009 (which disrupted supplies to all of Europe), and using the Nord Stream 2 pipeline as a geopolitical bargaining chip. Germany's support for Nord Stream 2 — despite warnings from the US, Poland, and the Baltic states — became a symbol of Europe's willingness to prioritize cheap energy over security.
The 2022 Russian invasion of Ukraine shattered this arrangement. Europe scrambled to find alternative gas supplies, the Nord Stream pipelines were sabotaged in September 2022 in an attack still under investigation, and the EU committed to ending Russian gas dependency entirely.