UKRAYNA KRİZİ VE AB'NİN ENERJİ POLİTİKASINDA KAYMA: RUS DOĞALGAZINDAN EKONOMİK RİSKLER VE STRATEJİK ÖZERKLİK ARASINDAKİ DENGE
Year 2025,
Volume: 13 Issue: 1, 1 - 11, 08.07.2025
Ihsan Hashm Taher
,
Rüştü Yayar
Abstract
Bu makale, Avrupa Birliği'nin (AB) doğalgaz pazarında Rusya'nın tarihsel hakimiyetinin altındaki faktörleri ve 2022 Rusya-Ukrayna çatışmasını takiben Rus ihracatındaki ani düşüşü inceliyor. Jeopolitik krize doğrudan bir yanıt olarak, AB'nin sıfır Rus gaz ithalatı hedefine yönelik iddialı politikası, enerji bağımsızlığının potansiyel ekonomik faydaları ve enerji kıtlığı, fiyat dalgalanmaları ve ekonomik durgunluk olasılığı da dahil olmak üzere ilişkili riskler dikkate alınarak analiz ediliyor. Çalışma, ekonomik bozulmayı en aza indirirken enerji bağımsızlığına geçişi kolaylaştırmak için hafifletme stratejileri ve alternatif enerji kaynaklarını inceleyerek son buluyor.
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Afifi, S. N., Hassan, M. G., & Zobaa, A. F. (2013). The Impacts of the Proposed Nabucco Gas Pipeline on EU Common Energy Policy. Energy Sources, Part B: Economics, Planning, and Policy, 8(1), 14–27.
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Ahmed, S., Hasan, M. M., & Kamal, M. R. (2023). Russia–Ukraine crisis: The effects on the European stock market. European Financial Management, 29(4), 1078-1118.
Baha, C (2024, June 20). EU implements first-ever sanctions on Russian gas. Baha Breaking News. https://www.breakingthenews.net/news/details/62247907
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BBC (2022, March 25). EU signs US gas deal to curb reliance on Russia. BBC. https://www.bbc.com/news/business-60871601
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Bilgin, M (2009). Geopolitics of European natural gas demand: Supplies from Russia, Caspian and the Middle East. Energy policy, 37 (11), 4482-4492.
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Bouzarovski, S., & Petrova, S. (2015). A global perspective on domestic energy deprivation: Overcoming the energy poverty–fuel poverty binary. Energy Research & Social Science, 10, 31–40.
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Darvas, Z. and C. Martins (2022) ‘The impact of the Ukraine crisis on international trade’, Working Paper 20/2022, Bruegel
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Diaz, Y. V., Guevara-Garcia, F. J., Leon-Muñoz, M., & Guzman Carrizosa, I. (2022). Towards the Comprehensive Bonus for Social Housing Services. In Energy poverty alleviation: New approaches and contexts (pp. 91-151).
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Eurostat (2022). Eurospa, “From where do we import energy?”. https://ec.europa.eu/eurostat/cache/infographs/energy/bloc-2c.html
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Eurostat (2024). Natural gas price statistics. Eurostat. https://ec.europa.eu/eurostat/statistics-explained/index.php?title=Natural_gas_price_statistics
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Fedorov, Y. E. (2013). Continuity and change in Russia’s policy toward Central and Eastern Europe. Communist and post-communist studies, 46 (3), 315-326.
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Finon, D. (2011). The EU foreign gas policy of transit corridors: autopsy of the stillborn Nabucco project. OPEC Energy Review, 35(1), 47-69.
Godzimirski, J. M. (2016). Russia-EU energy relations: From complementarity to distrust?. EU leadership in energy and environmental governance: Global and local challenges and responses, 89-112.
Gürkan Abay, E (2016). Levant-Europe Gas Pipeline: Full Speed Ahead. Anadolu Agency.
https://www.aa.com.tr/en/energy/analyst/levant-europe-gas-pipeline-full-speed-ahead/14075
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Henderson, J., 2016. Does Russia Have a Potent Gas Weapon?. In: The Palgrave Handbook of the International Political Economy of Energy. s.l.:Palgrave, pp. 461-486.
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Holland, E. J. (2022). The Euro-Russian Energy Divorce. Naval War College Review, 75(4), 79-90.
Hussein, W. J. (2024). The economic and political consequences of the Russian-Ukrainian war. The American Journal of Interdisciplinary Innovations and Research, 6(05), 37-42.
International Energy Agency (2022, March 3). A 10-Point Plan to Reduce the European Union’s Reliance on Russian Natural Gas. IEA. https://iea.blob.core.windows.net/assets/1af70a5f-9059-47b4-a2dd-1b479918f3cb/A10-PointPlantoReducetheEuropeanUnionsRelianceonRussianNaturalGas.pdf
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Isazade, S., & Altan, M. (2023). A Review of Literature on Measuring Energy Poverty. Eskişehir Osmangazi Üniversitesi Sosyal Bilimler Dergisi, 24(2), 336-361.
Jan, H (2023, May 31). The European natural gas market during the energy crisis. CZECH National Bank. https://www.cnb.cz/en/about_cnb/cnblog/The-European-natural-gas-market-during-the-energy-crisis/
-
Kashour, M., & Jaber, M. M. (2024). Revisiting energy poverty measurement for the European Union. Energy Research & Social Science, 109, 103420.
-
Leal-Arcas, R., Ríos, J. A., & Grasso, C. (2015). The European Union and its energy security challenges. The Journal of World Energy Law & Business, 8(4), 291–336.
-
Lee, J. S., & Connolly, D. (2016). Pipeline Politics between Europe and Russia: A Historical Review from the Cold War to the Post-Cold War: A Historical Review from the Cold War to the Post-Cold War. The Korean Journal of International Studies, 14(1), 105-129.
-
Maurya, P. K., Bansal, R., & Mishra, A. K. (2023). Russia–Ukraine conflict and its impact on global inflation: an event study-based approach. Journal of Economic Studies, 50(8), 1824-1846.
Milov, A. (2024). The Russian Economy: Where Is It Headed? (Working Paper No. 2024-04). Martens Centre. https://www.martenscentre.eu/wp-content/uploads/2024/04/Milov-Russian-Economy-.pdf
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Russian News Agency (2023). US aims to halve Russia’s oil, gas revenues by 2030. Russian News Agency.https://tass.com/economy/1714605?utm_source=google.com&utm_medium=organic&utm_campaign=google.com&utm_referrer=google.com
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Schutte Jr, J. (1982). Pipeline policy. SAIS Review, Number 4, 137-147.
-
Sönmez, G. (2017). Failed Nabucco project and its implications. Avrasya Dünyası, 1, 30-32.
-
Statista (2024). Harmonized index of consumer prices (HICP) energy inflation rate in the European Union from January 2019 to May 2024, by commodity. Statista. https://www.statista.com/statistics/1328128/eu-energy-inflation-rate-by-commodity/
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Tagliapietra, S. (2014). The EU-Turkey Energy Relations after the 2014 Ukraine Crisis: Enhancing the Partnership in a Rapidly Changing Environment.
Umbach, F (2014, May 09). Russian-Ukrainian-EU gas conflict: who stands to lose most?. Nato Review. https://www.nato.int/docu/review/articles/2014/05/09/russian-ukrainian-eu-gas-conflict-who-stands-to-lose-most/index.html
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Vicari, M S (2016, April 21). How Russian Pipelines Heat Up Tensions: From Reagan’s Battle Over Yamal To The European Row On Nord Stream 2. Vocal Europe.https://www.vocaleurope.eu/how-russian-pipelines-heat-up-tensions-from-reagans-battle-over-yamal-to-the-european-row-on-nord-stream-2/
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Williams, B M; Sgaravatti, G; Tagliapietra, S; Zachmann, G (2024, February 22). The European Union-Russia energy divorce: state of play. Brugel.https://www.bruegel.org/analysis/ european-union-russia-energy-divorce-state-play
THE UKRAINE CRISIS AND THE EU'S ENERGY POLICY SHIFT: BALANCING ECONOMIC RISKS AND STRATEGIC AUTONOMY FROM RUSSIAN NATURAL GAS
Year 2025,
Volume: 13 Issue: 1, 1 - 11, 08.07.2025
Ihsan Hashm Taher
,
Rüştü Yayar
Abstract
This paper examines the factors underpinning Russia's historical dominance in the European Union's (EU) natural gas market and the subsequent sharp decline in Russian exports following the 2022 Russia-Ukraine conflict. The EU's ambitious policy of achieving zero Russian gas imports, a direct response to the geopolitical crisis, is analysed, considering both the potential economic benefits of energy independence and the associated risks, including energy shortages, price volatility, and the possibility of economic recession. The study concludes by exploring mitigation strategies and alternative energy sources to facilitate a transition to energy independence while minimizing economic disruption.
References
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Adolfsen, J F; Kuik, F; Lis, E M; Schuler, T (2022). The impact of the war in Ukraine on euro area energy markets. European Central Bank. https://www.ecb.europa.eu/press/economic-bulletin/focus/2022/html/ecb.ebbox202204_01~68ef3 c3dc6.en.html
-
Afifi, S. N., Hassan, M. G., & Zobaa, A. F. (2013). The Impacts of the Proposed Nabucco Gas Pipeline on EU Common Energy Policy. Energy Sources, Part B: Economics, Planning, and Policy, 8(1), 14–27.
-
Agency, R. N., 2023. US aims to halve Russia’s oil, gas revenues by 2030. [Online] Available at: https://tass.com/economy/1714605?utm_source=google.com&utm_medium=organic&utm_campaign=google.com&utm_referrer=google.com [Accessed 14 2 2024].
-
Ahmed, S., Hasan, M. M., & Kamal, M. R. (2023). Russia–Ukraine crisis: The effects on the European stock market. European Financial Management, 29(4), 1078-1118.
Baha, C (2024, June 20). EU implements first-ever sanctions on Russian gas. Baha Breaking News. https://www.breakingthenews.net/news/details/62247907
-
BBC (2022, March 25). EU signs US gas deal to curb reliance on Russia. BBC. https://www.bbc.com/news/business-60871601
-
Bilgin, M (2009). Geopolitics of European natural gas demand: Supplies from Russia, Caspian and the Middle East. Energy policy, 37 (11), 4482-4492.
-
Bouzarovski, S., & Petrova, S. (2015). A global perspective on domestic energy deprivation: Overcoming the energy poverty–fuel poverty binary. Energy Research & Social Science, 10, 31–40.
-
Darvas, Z. and C. Martins (2022) ‘The impact of the Ukraine crisis on international trade’, Working Paper 20/2022, Bruegel
-
Diaz, Y. V., Guevara-Garcia, F. J., Leon-Muñoz, M., & Guzman Carrizosa, I. (2022). Towards the Comprehensive Bonus for Social Housing Services. In Energy poverty alleviation: New approaches and contexts (pp. 91-151).
Cham: Springer International Publishing.
Esen, V., & Oral, B. (2016). Natural gas reserve/production ratio in Russia, Iran, Qatar and Turkmenistan: A political and economic perspective. Energy Policy, 93, 101-109.
European Commission (n.d). Energy Efficiency Directive. European Commission. https://energy.ec.europa.eu/topics/energy-efficiency/energy-efficiency-targets-directive-and-rules/energy-efficiency-directive_en
-
European Council (2024). Where does the EU’s gas come from?. consilium.europe.
https://www.consilium.europa.eu/en/infographics/eu-gas-supply/
-
Eurostat (2022). Eurospa, “From where do we import energy?”. https://ec.europa.eu/eurostat/cache/infographs/energy/bloc-2c.html
-
Eurostat (2024). Natural gas price statistics. Eurostat. https://ec.europa.eu/eurostat/statistics-explained/index.php?title=Natural_gas_price_statistics
-
Fedorov, Y. E. (2013). Continuity and change in Russia’s policy toward Central and Eastern Europe. Communist and post-communist studies, 46 (3), 315-326.
-
Finon, D. (2011). The EU foreign gas policy of transit corridors: autopsy of the stillborn Nabucco project. OPEC Energy Review, 35(1), 47-69.
Godzimirski, J. M. (2016). Russia-EU energy relations: From complementarity to distrust?. EU leadership in energy and environmental governance: Global and local challenges and responses, 89-112.
Gürkan Abay, E (2016). Levant-Europe Gas Pipeline: Full Speed Ahead. Anadolu Agency.
https://www.aa.com.tr/en/energy/analyst/levant-europe-gas-pipeline-full-speed-ahead/14075
-
Henderson, J., 2016. Does Russia Have a Potent Gas Weapon?. In: The Palgrave Handbook of the International Political Economy of Energy. s.l.:Palgrave, pp. 461-486.
-
Holland, E. J. (2022). The Euro-Russian Energy Divorce. Naval War College Review, 75(4), 79-90.
Hussein, W. J. (2024). The economic and political consequences of the Russian-Ukrainian war. The American Journal of Interdisciplinary Innovations and Research, 6(05), 37-42.
International Energy Agency (2022, March 3). A 10-Point Plan to Reduce the European Union’s Reliance on Russian Natural Gas. IEA. https://iea.blob.core.windows.net/assets/1af70a5f-9059-47b4-a2dd-1b479918f3cb/A10-PointPlantoReducetheEuropeanUnionsRelianceonRussianNaturalGas.pdf
-
Isazade, S., & Altan, M. (2023). A Review of Literature on Measuring Energy Poverty. Eskişehir Osmangazi Üniversitesi Sosyal Bilimler Dergisi, 24(2), 336-361.
Jan, H (2023, May 31). The European natural gas market during the energy crisis. CZECH National Bank. https://www.cnb.cz/en/about_cnb/cnblog/The-European-natural-gas-market-during-the-energy-crisis/
-
Kashour, M., & Jaber, M. M. (2024). Revisiting energy poverty measurement for the European Union. Energy Research & Social Science, 109, 103420.
-
Leal-Arcas, R., Ríos, J. A., & Grasso, C. (2015). The European Union and its energy security challenges. The Journal of World Energy Law & Business, 8(4), 291–336.
-
Lee, J. S., & Connolly, D. (2016). Pipeline Politics between Europe and Russia: A Historical Review from the Cold War to the Post-Cold War: A Historical Review from the Cold War to the Post-Cold War. The Korean Journal of International Studies, 14(1), 105-129.
-
Maurya, P. K., Bansal, R., & Mishra, A. K. (2023). Russia–Ukraine conflict and its impact on global inflation: an event study-based approach. Journal of Economic Studies, 50(8), 1824-1846.
Milov, A. (2024). The Russian Economy: Where Is It Headed? (Working Paper No. 2024-04). Martens Centre. https://www.martenscentre.eu/wp-content/uploads/2024/04/Milov-Russian-Economy-.pdf
-
Reuters (2023, March 30). EU reaches deal on higher renewable energy share by 2030. Reuters. https://www.reuters.com/business/sustainable-business/eu-reaches-deal-more-ambitious-renewable-energy-targets-2030-2023-03-30/
-
Russian News Agency (2023). US aims to halve Russia’s oil, gas revenues by 2030. Russian News Agency.https://tass.com/economy/1714605?utm_source=google.com&utm_medium=organic&utm_campaign=google.com&utm_referrer=google.com
-
Schutte Jr, J. (1982). Pipeline policy. SAIS Review, Number 4, 137-147.
-
Sönmez, G. (2017). Failed Nabucco project and its implications. Avrasya Dünyası, 1, 30-32.
-
Statista (2024). Harmonized index of consumer prices (HICP) energy inflation rate in the European Union from January 2019 to May 2024, by commodity. Statista. https://www.statista.com/statistics/1328128/eu-energy-inflation-rate-by-commodity/
-
Tagliapietra, S. (2014). The EU-Turkey Energy Relations after the 2014 Ukraine Crisis: Enhancing the Partnership in a Rapidly Changing Environment.
Umbach, F (2014, May 09). Russian-Ukrainian-EU gas conflict: who stands to lose most?. Nato Review. https://www.nato.int/docu/review/articles/2014/05/09/russian-ukrainian-eu-gas-conflict-who-stands-to-lose-most/index.html
-
Vicari, M S (2016, April 21). How Russian Pipelines Heat Up Tensions: From Reagan’s Battle Over Yamal To The European Row On Nord Stream 2. Vocal Europe.https://www.vocaleurope.eu/how-russian-pipelines-heat-up-tensions-from-reagans-battle-over-yamal-to-the-european-row-on-nord-stream-2/
-
Williams, B M; Sgaravatti, G; Tagliapietra, S; Zachmann, G (2024, February 22). The European Union-Russia energy divorce: state of play. Brugel.https://www.bruegel.org/analysis/ european-union-russia-energy-divorce-state-play