Ukraine stopped pumping Russian gas to Europe to cut off one of Russia's key tools of influence, which included bribery, corruption, and promoting the 'Russian world' concept. This decision weakens Vladimir Putin's ability to manipulate European politics through energy dependencies, particularly in countries like Hungary and Slovakia.
The decision will significantly reduce Russia's leverage over European allies like Hungary and Slovakia, which have been politically influenced through cheap gas supplies. By cutting off this flow, Ukraine has disrupted Russia's ability to bribe or pressure these nations, forcing them to seek alternative energy sources.
Moldova, especially Transnistria, which relies on Russian gas, will face challenges as it transitions to alternative energy sources. The pro-Western Moldovan government, led by President Maya Sandu, must now secure energy supplies without Russian support, potentially with Western financial assistance, to maintain stability and prevent Russian influence from growing.
Rising gas costs could strain Moldova's economy and political stability, particularly ahead of parliamentary elections. If the population turns against President Maya Sandu due to economic hardship, it could benefit Russia by weakening Moldova's pro-Western stance and increasing Russian influence in the region.
Russia is likely to seek alternative routes to supply gas to Europe, such as through Azerbaijan and Turkey, to circumvent Ukraine. Additionally, Vladimir Putin may attempt to revive the Nord Stream pipeline to regain influence in Europe, though this would require overcoming Western resistance and sanctions.
Russia has been increasingly aligning its energy exports with China due to Western sanctions. However, China has been leveraging Russia's weak position to negotiate lower gas prices. While Russia seeks closer ties with China, secondary sanctions from the West could limit this shift and prevent Russia from becoming economically subordinate to China.
In this extended World in 10, Alexiy Kobolyev, the former Chief Executive of Ukraine's state-owned energy company, Naftogaz, discusses Ukraine's decision to stop pumping Russian gas through its pipelines to mainland Europe, the damage it'll do to Vladimir Putin and his allies, and why Europe should see any energy cost increases as "an investment."
The World in 10 is the Times' daily podcast dedicated to global security. Expert analysis of war, diplomatic relations and cyber security from The Times' foreign correspondents and military specialists.
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