Category Archives: Azerbaijan

NUCLEAR ENERGY IN CENTRAL ASIA, Opportunity Institute, Warsaw, 4-5 Sept.  I will co-chair.

No alternative text description for this image

Register at Opportunity Institute for Foreign Affairs | A two-day expert seminar in Warsaw. Agenda below. I’m honored to be invited to co-chair.

See the agenda below. If of interest, please register. Space is limited – acceptance is not guaranteed. Here’s the info, then the agenda:

⚛️ NUCLEAR ENERGY IN CENTRAL ASIA: REGIONAL ASPIRATIONS AND GLOBAL STAKES 🌍
On 4–5 September 2025, Warsaw will host a closed seminar focused on one of the key topics for the security and development of the region – nuclear energy in Central Asia.
During the two-day seminar, experts will discuss:
✅ the aspirations of the region’s countries related to the development of nuclear energy,
✅ the political, economic and environmental implications for the region,
✅ the prospects for international cooperation and further development.
The event is organised by The Opportunity Institute for Foreign Affairs and is closed to the public, but it is possible to register to attend using the registration form. A select group of invited guests will have the opportunity to participate in the discussion.

Continue reading

My TRT | Türkiye gas-hub? Egypt LNG deal & Black Sea find, but EU still not asking for Russia-replacing Azerbaijani or Turkman gas | With Aura Sabadus & Oktay Tanrısever

My comments are linked here:: -1- 02:21, -2- 06:52 -3- 14:30 -4- 20:50, but hear Aura & Oktay too!

I was happy to address Türkiye’s push to become a gas hub: both for its own domestic security of supply, and to become an indispensable supplier to the European market. I was on with esteemed gas-sector analysts Aura Sabadus and Oktay TanriseverI, and host Yusuf Erim. TRT is a state-supported Turkish national broadcaster. The Turkish, East Med, Central Asian, Caspian regions involved are fairly complex, and I will simply let the interview speak for itself. Turkey is making progress but needs to end market-price setting, as Aura Sabadus stressed – and I agreed, as well as further diversification of supplies. I stressed the self-destructive EU lack of interest in long-term new pipeline gas from Azerbaijan and Turkmenistan it could indeed contract for, which would all transit Turkey.

You will see (my 3rd answer) that I raised again my view that Europe will become ever more deeply in need (i.e., dependent) on natural gas imports, but is acting rather “schizophrenic” about this. Brussels et al seems not to be willing to face this reality. Natural gas importance and its geostrategic nature will only increase due, perhaps counter-intuitively, to EU over-dependence on renewables. But, where is the urgency, then, to sign long-term pipeline-gas contracts from neighboring states via a developing Turkish gas-sales hub? Such supplies would generally be cheaper than LNG imports, especially if the LNG is purchased on short-term spot markets. Indeed, even its main pipeline supplies now, from Norway, are reportedly mainly via short-term spot purchases (See Morten Frisch, Norwegian gas-sector veteran). I find this astonishing for both price and security of supply.

Continue reading

My TRT Istanbul: Turkey’s new Shell LNG imports are “a big deal,” with Tom Marzec-Manser, ICIS

See my pre-interview research reference & notes below this post. Tom O’D.

This epitomizes today’s LNG-geostrategic nexus.

One way to look at the Turkey-Shell LNG deal is that Mr. Erdogan wants Turkey to avoid Germany’s blunder in relying heavily on Putin’s Russia for its imported natural gas. He obviously wants Turkey to diversify its natural gas imports. In this regard, the opening comment by Tom Marzec-Manser, head of Gas Analytics at ICIS, London, that “this is a big deal” for Turkey – is correct.

Turkey uses about 50 bcm (billion cubic meters) of natural gas per year. This is currently supplied almost entirely via pipelines, mainly from Russia, also from Iran and from Azerbaijan. As I pointed out, Mr. Erdogan is well aware how Putin cut off German and EU Russian gas supplies as a geostrategic weapon in preparation for his full-scale invasion of Ukraine. This plunged Germany and the entire EU into the acute 2022-2023 European energy crisis. Germany, especially, still has not fully recovered.

Continue reading

My TRT TV | Biden’s Nord Stream 2 sanction waiver: Merkel’s price for unity before his Putin summit

It was my pleasure to be with Thierry Bros of Sciences Po University, Paris, and Peter Zalmayev, Ukrainian security analyst and executive director of Eurasian Democracy Initative on David Foster’s Roundtable on TRT World, London, broadcast 9 June 2021.

I discussed Biden’s apparent reasoning for waiving Nord Stream 2 sanctions:

First off, the German government of Angela Merkel simply would not cooperate otherwise. Allowing her pet energy project to go forward was the price she had demanded for trans-Atlantic “unity” before Biden’s summit with Putin.

(Aside: My research in Berlin and elsewhere has convinced me that, at no point from the late-Trump administration through Biden’s six months in office, did the German side actually engage in any meaningful “negotiation” or discussions with the US side to seek to find some compromise or to initiate a moratorium on construction. Not until Biden waived sanctions on Nord Stream 2 AG, and decided not to sanction any German firms inolved in construction did Merkel show any real interest in discussions. She emphasized her change of attitude on negotiating with Biden about: “what now are also the necessary commonalities in the relationship with Russia” in comments during a German national broadcast interview immediately following Biden’s sanctions waiver. Until this waiver, she had held up any real discussion of the pressing issues of trans-Atlantic unity-in-general, whcih urgently needed attention.

This, IMHO, again indicates the correctness of my assessment of the depth of the split in US-German relations that has festered since at least the Obama administration. See Nord Stream 2: Berlin-Washington Mutual Intransigence Shows Transatlantic Divide on Russia | My AICGS Analysis October 10, 2020)

Secondly, as the EU and NATO allies all realize, Biden has to have this summit with Putin for a number of reasons. As I indicated on the show, the summit is needed to discuss:

Continue reading

My Wikistrat Analysis: Erdogan reminded of Turkey’s dependence on NATO/USA by Biden’s recognition of Armenia genocide

Biden reminds Erdogan of how contingent his geostrategic gains are on the US & NATO with recognition of Armenian Genocide. (See “Turkey” section of the report). Aside from obvious historical and justice reasons for Biden’s recognition, the Turkish role in the Azerbaijan-Armenia war is relevant here. From the report:

On the political and diplomatic side, the genocide recognition’s impact is mainly via engendering consternation vs the US and Nato, especially in inflicting a loss of face on Erdogan.  However, the geopolitical impacts are still more concrete. Erdogan won a significant success for Turkish influence in the Caucuses with the Turkish demonstration of its military capacities via Azerbaijan’s agile use of Turkish drones, in particular the impressive swarming tactics learned from the Turks (in turn clearly derived by Turkey from NATO allies via joint exercises, etc. ). So, NATO was de facto valuable to Ankara in achieving this new influence. Further, now Biden,  with the genocide recognition,  has moved to strengthen the US hand in presently politically chaotic Armenia, while retaining its long-time links  to Azerbaijan (especially in energy matters such as the new Southern Corridor Pipeline v. Russian gas-supply dominance of Europe). So, Biden et al have given Erdogan a rather humiliating reminder of how contingent his power projections are, ultimately, on the US superpower and NATO.

Dr. Thomas O’Donnell, Wikistrat key trends in Middle East, May 2021

Read my analysis: https://www.wikistrat.com/post/key-trends-in-the-middle-east-in-may-2021

Also, I speak to Erdogan’s recent ambitious projections of power throughout Mideast & Caucuses are being hindered by Turkish economic disfunction at home.