Lebanon: French Initiative Under Political Lockdown

French President Emmanuel Macron and Lebanon’s President Michel Aoun wear face masks as they arrives to attend a meeting at the presidential palace in Baabda, Lebanon September 1, 2020. REUTERS/Gonzalo Fuentes/Pool/File Photo
French President Emmanuel Macron and Lebanon’s President Michel Aoun wear face masks as they arrives to attend a meeting at the presidential palace in Baabda, Lebanon September 1, 2020. REUTERS/Gonzalo Fuentes/Pool/File Photo
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Lebanon: French Initiative Under Political Lockdown

French President Emmanuel Macron and Lebanon’s President Michel Aoun wear face masks as they arrives to attend a meeting at the presidential palace in Baabda, Lebanon September 1, 2020. REUTERS/Gonzalo Fuentes/Pool/File Photo
French President Emmanuel Macron and Lebanon’s President Michel Aoun wear face masks as they arrives to attend a meeting at the presidential palace in Baabda, Lebanon September 1, 2020. REUTERS/Gonzalo Fuentes/Pool/File Photo

The French initiative in support of Lebanon seems to be heading towards a political lockdown unless President Emmanuel Macron manages to resolve the external obstacles hindering the formation of a new government.

However, this will not be achieved - at least in the foreseeable future - before the features of US President Joe Biden’s policy in the Middle East and Iran crystallize.

Macron’s initiative to rescue Lebanon set off from the disaster that befell Beirut as a result of the port explosion. The Lebanese people rushed to welcome the French president as he was inspecting the affected neighborhoods in the capital, amid a remarkable absence of state officials.

But Macron tried to use the popular reactions to put pressure on the traditional political forces, without turning towards major international and regional stakeholders to secure a political safety net that would fortify his initiative.

In this context, a political source told Asharq al-Awsat that Macron sought hard to save Lebanon, not only out of the distinguished relationship binding the latter to France, but also because he was deeply affected by the tragic scenes that he personally witnessed in the devastated Lebanese capital.

But the French president - according to the sources - was surprised while urging the political forces to form a strong government, by the American sanctions that targeted successively the head of the Free Patriotic Movement, MP Gebran Bassil, and former ministers Ali Hassan Khalil, Ghazi Zaiter and Youssef Fenianos, which hindered the cabinet’s formation.

He was also surprised that Tehran did not respond to his initiative, although he sought, through his work team, to persuade it to facilitate the government formation process. The sources said that Iran was not ready to ease his mission, because it preferred to use the Lebanese file as a card during its negotiations with the new US administration.

The political sources noted that Macron’s team made a mistake by not using a set of pressure papers that it could employ to soften Hezbollah’s position, and through it Tehran.

“Was the French president compelled to exclude pending political files from his initiative, specifically with regards to Lebanon’s defense strategy…?” The sources asked.

According to the sources, Macron made a mistake in negotiating with Hezbollah through his envoy to Beirut, Patrick Durel, who received reassurances from the party about facilitating the birth of the government but without asking it to pressure Aoun and Bassil for this purpose.

They inquired: “Why didn’t Hezbollah intervene to allow the success of the French initiative in a sign of gratitude to Paris, which is almost the only European capital that still distinguishes between the movement’s civil and military wings?”

Therefore, France’s inability to market its initiative lied in the fact that it assigned a team of amateurs to keep abreast of the ongoing contacts, specifically between Aoun and Prime Minister-designate Saad Hariri, without this team directly interfering in the disputes still delaying the government formation.



What Happens When Russian Gas to Europe Via Ukraine Stops?

A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo
A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo
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What Happens When Russian Gas to Europe Via Ukraine Stops?

A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo
A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo

Austria's energy company OMV was informed by Gazprom that the Russian gas producer would halt deliveries of natural gas via Ukraine to OMV from 0500 GMT on Nov. 16 following OMV winning an arbitration case. Supplies of Russian gas to Europe via Ukraine may completely stop from Jan. 1 2025 after the current five-year deal expires as Kyiv has refused to negotiate the new terms of the transit with Moscow during the war.
Here is what happens if Russian gas transit via Ukraine is completely turned off and who will be affected most, according to Reuters.
HOW BIG ARE THE VOLUMES?
Russian gas supplies to Europe via Ukraine are relatively small. Russia shipped about 15 billion cubic meters (bcm) of gas via Ukraine in 2023 - only 8% of peak Russian gas flows to Europe via various routes in 2018-2019.
Russia spent half a century building its European gas market share, which at its peak stood at 35%.
Moscow lost its share to rivals such as Norway, the United States and Qatar since the invasion of Ukraine in 2022, prompting the EU to cut its dependence on Russian gas.
EU gas prices rallied in 2022 to record highs after the loss of Russian supplies. The rally won't be repeated given modest volumes and a small number of customers for the remaining volumes, according to EU officials and traders.
UKRAINIAN ROUTE
The Soviet-era Urengoy-Pomary-Uzhgorod pipeline brings gas from Siberia via the town of Sudzha - now under control of Ukrainian military forces - in Russia's Kursk region. It then flows through Ukraine to Slovakia.
In Slovakia, the gas pipeline splits into branches going to the Czech Republic and Austria.
Austria still receives most of its gas via Ukraine, while Russia accounts for around two-thirds of Hungary's gas imports.
Slovakia takes around 3 bcm from energy giant Gazprom per year, also about two-thirds of its needs.
Czech Republic almost completely cut gas imports from the east last year, but has started taking gas from Russia in 2024.
Most other Russian gas routes to Europe are shut including Yamal-Europe via Belarus and Nord Stream under the Baltic.
The only other operational Russian gas pipeline route to Europe is the Blue Stream and TurkStream to Türkiye under the Black Sea. Türkiye sends some Russian gas volumes onward to Europe including to Hungary.
WHY DOES THE UKRAINIAN ROUTE STILL WORK?
While remaining Russian gas transit volumes are small, the issue remains a dilemma for the EU. Many EU members such as France and Germany have said they would not buy Russian gas anymore but the stance of Slovakia, Hungary and Austria, which have closer ties to Moscow, challenges the EU common approach.
The countries, who still receive Russian gas, argue it is the most economic fuel and also blame neighboring EU countries for imposing high transit fees for alternative supplies.
Ukraine still earns $0.8-$1 billion in transit fees from Russian gas transit. Russia earns over $3 billion on sales via Ukraine based on an average gas price of $200 per 1,000 cubic meters, according to Reuters calculations.
Russia's gas pipeline export monopoly Gazprom plunged to a net loss of $7 billion in 2023, its first annual loss since 1999, because of the loss EU's gas markets.
Russia has said it would be ready to extend the transit deal but Kyiv has repeatedly said it won't do it.
Another option is for Gazprom to supply some of the gas via another route, for example via TurkStream, Bulgaria, Serbia or Hungary. However, capacity via these routes is limited.
The EU and Ukraine have also asked Azerbaijan to facilitate discussions with Russia regarding the gas transit deal, an Azeri presidential advisor told Reuters, who declined to give further details.