The Afghan Elephant in the Syrian Room

A Russian-Turkish patrol in northeastern Syria on Friday. (AFP)
A Russian-Turkish patrol in northeastern Syria on Friday. (AFP)
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The Afghan Elephant in the Syrian Room

A Russian-Turkish patrol in northeastern Syria on Friday. (AFP)
A Russian-Turkish patrol in northeastern Syria on Friday. (AFP)

Egypt, Jordan and Lebanon are awaiting a written waiver from the Joe Biden administration exempting the passage of “Arab gas” through Syrian territories from the Caesar Act sanctions.

These countries wanted written pledges, rather than oral ones, in wake of the fallout of the US withdrawal from Afghanistan. American officials have stated that as long as Damascus was going to take a share of the gas and electricity, not funds, from the Arabs, then no sanctions should be imposed.

This is how Washington’s allies will approach the US in wake of the developments in Afghanistan, which was the elephant in the room during talks between the US National Security Council’s coordinator for the Middle East, Brett McGurk, Russian deputy Foreign Minister Sergei Vershinin and Russian envoy Alexander Lavrentiev. The images of the Taliban fighters flooding the streets of Kabul and the ensuing chaotic American withdrawal weighed heavily on the American-Russian negotiations.

The Russian delegation believes that the West now needs to stop giving lectures on “nation-building” because all of its experiences to that end, starting from Libya, Iraq and Afghanistan, have been failures. In other words, it believes that Russia is more capable of understanding nations and building them. It will not accept another “western failure”, this time in Syria. Russia, therefore, believes the West needs to strengthen Syrian institutions, including the presidency, and restore all the country’s sovereignty because the alternative may be the “Syrian Taliban’s takeover of Syria”.

Russia made out these demands clearly during the visit earlier this week by Syrian President Bashar Assad to the Kremlin for talks with President Vladimir Putin. Putin used the occasion to congratulate Assad on winning more than 95% of the vote in the presidential elections and to express his support to the government for controlling 90% of Syrian territory.

“The only obstacle to reconstruction is the presence of foreign forces” and some “terrorist pockets” in Syria, he claimed. These stances reflect Moscow’s support to government efforts to expand the “settlements” in southern Syria and pressure the Kurds and Damascus to kick off political dialogue aimed at restoring sovereignty while acknowledging the Kurds’ diversity. Russia will pressure the Kurds to hold this dialogue when deputy Foreign Minister Mikhail Bogdanov meets with President of the Executive Committee of Syrian Democratic Council (SDC), Elham Ahmad. On the military level, it will implement its efforts by encouraging or preventing Turkey and its allied factions from attacking America’s allies in the region east of the Euphrates. These allies are seen as an obstacle to restoring sovereignty.

This approach also encourages Arab countries to normalize relations with Damascus on the economic, political and security levels. On the internal Syrian political level, the cards of the opposition no longer figure in Moscow as a “legitimate opposition” no longer stands. It does, however, approve of the Constitutional Committee, with its opposition and government delegations, holding a ninth round of talks in Geneva next month.

Russia will firmly reject being held responsible for failure in Syria and it is banking on the US turning a new leaf there. The evidence is there: In spite of all the American pledges to their Kurdish allies east of the Euphrates, experience has shown that a radical change in policy is possible, even with Biden in office. His allies sensed that with the pullout from Afghanistan and the signing of the tripartite agreement with Britain and Australia behind the European ally’s back.

The Afghan experience has weighed heavily on American thinking in Geneva and has bolstered the idea of steering clear of playing a “leading role” in the Syrian file or of “washing hands clean” of it. The US suddenly shifted from the “maximum pressure” policy of the Trump era to the policy of neglecting Syria. It has been suggested that the ten years spent over the conflict has bolstered the new-old American team’s conviction that the Russians don’t want or cannot force Damascus to change its behavior. In either case, the US finds itself without any cards or incapable of or unwilling to use its existing methods, such as sanctions, military deployment or isolation.

As a result, a feeling has persisted that the Americans do not want to introduce radical change in either direction, meaning they do not want complete normalization and they are not seeking maximum pressure. The situation will therefore, remain as it is until the next surprise is sprung by the American player or is allies and foes. The surprise will most likely emerge from the east, where the military forces are deployed.

Amid this American-Russian stalemate, it appears the only agenda Washington and Moscow can agree on is humanitarian aid, whether it is cross-border or through pipelines, with focus on “early recovery” and “Arab gas”, arrangements between Damascus and the Kurds, and with some minor attention shown to the Constitutional Committee - for the sake of keeping the political process and UN Security Council resolution 2254 alive.



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.