1 Course structure, requirements; Introduction Mgr. Martin Jirušek, Ph.D. Course aim ▪ To acquaint students with the situation in energy sectors of countries in Central and Eastern Europe (CEE) - Focus on natural gas, oil and nuclear energy ▪ To analyse relations between states in the region and Russia ▪ To explain the nexus between energy and foreign policy ▪ To analyse influencing factors af all of the above ▪ To explore contemporary issues beyond the usual clichés Course evaluation ▪ Position papers ▪ Mid-term test ▪ Exam ▪ In-class activity is expected and strongly encouraged 3 Position papers ▪ 4 standard pages (7200 char. +/- 10%), excl. sources ▪ Structure ▪ essay/critique ▪ summary (0,5 page max.) ▪ additional source (not included in the course literature) ▪ 2 discussion contributions/questions 4 Mid-term test ▪ 2.5. ▪ throughout the day ▪ can be opened only once ▪ 15 minutes ▪ 7 out of 10 to pass ▪ lessons 1-8 5 6 Introduction 7 Energy security – a definition ▪ The continuous availability of energy in varied forms, in sufficient quantities, and at reasonable prices - Stability, sufficiency, affordability - What it means in CEE? - Supply sources? - Routes? - Technologies? - Policies? 8 Situation report – CEE, SEE ▪ High dependency on Russian sources, original infrastructure & technology - Path dependency & structural dependency ▪ Specific historical background ▪ Strong intertwinning of policies & politics ▪ Mutual accusations of misusing energy supplies for political purposes - Gas supply crises - Nuclear construction deals - Supply curtailments - „Suspicious“ timing - Conditionality - Breaching of market rules - Regional differences at the same time - Political differences (discourse, content, topics, goals,…) 9 Situation report – CEE, SEE ▪ Geography ▪ littoral states ▪ landlocked states ▪ History ▪ integral parts of the former USSR ▪ integral parts of former states ▪ (former) important transit states ▪ Economy ▪ industrialized ▪ varying structure, import dependency 10 Situation report – natural gas ▪ Sparser infrastructure compared to WE - stark regional differences ▪ Potential for new transit infrastructure (CEE, SEE) - South Stream, Turk(ish) Stream, Nabucco, EastMed, Tesla, TAP, IAP, (NordStream)... ▪ Potential for gas sector development (SEE) ▪ Incentives? ▪ Policies? 11 12 Situation report ▪ Clash of principles/paradigms (EU vs. Russia) - state-centered vs. market-oriented ▪ Clash of policies and reality (EU vs. CEE/SEE) ▪ Russian opposition towards integration in CEE & SEE ▪ Changing environment - infrastructure, policies, regulation,… - Rising geopolitical tensions - Past 15 years as a seminal shift comp. to 1990s - conflict in Ukraine, rising E-W tensions, politicization of supplies and contracts, … - compare to the Cold War era (!) 13 Situation report: CE vs EE, SEE ▪ Despite sharing basic systemic traits, internal coherence of the ‘post-communist bloc’ is low ▪ CE vs EE, SEE ▪ CE states have profited from the proximity of WE ▪ Transit (energy, goods, people) ▪ Trade Exchange ▪ Proximity as a factor for incorporating WE values (and vice-versa)? ▪ Stronger institutional foundations ▪ Fewer conflicting cleavages ▪ … 14 Situation report: CE vs EE, SEE ▪ Differences also in the Russian/Soviet perspective ▪ CE – states that maintained formal sovereignty ▪ EE - (+the Baltics) – incorporated as a part of the USSR ▪ Specific relations (Romania, Yugoslavia, Albania,…) ▪ Ramifications also for the energy sector 15 Situation report: Russia´s perspective ▪ After the CW, views from the USSR/Russia differentiated vis-a-vis respective regions ▪ The notion of „near borderlands“ ▪ CE – withdrawal; reservations towards integrational tendencies ▪ CE as a neutral, ‘bumper region’ ▪ ‘no’ to NATO enlargement ▪ The Baltics – initial resistence to the secession ▪ oil supply cuts as a tool ▪ Persisting issue of minorities (heritage of the past) ▪ EE – maintaining the influence ▪ Belarus, Ukraine – revisionist tendencies (with or without the countries´ representatives´ consent) ▪ SEE – initial withdrawal; subsequent indirect involvement; broader geopolitical strategy ▪ Romania, Yugoslavia, Albania as dissenting members of the communist bloc in the past ▪ Nuanced/transactional/fluid relations 16 Situation report: CE vs EE, SEE ▪ Changeable/transactional ties ▪ Platforms may differ at times, may be formal or proclaimed only ▪ Culture ▪ Church ▪ Opportunistic aliances (GRE+RUS, SRB+RUS) ▪ SEE as a geopolitical intersection ▪ RUS ▪ TUR ▪ CHN 17 Situation report: new cleavages ▪ Russia´s position regarding liberalization and decarbonisation ▪ European Green Deal ▪ Infrastructural shifts 18 jirusek.martin@mail.muni.cz 19