OPTICS
SERBIANS PUSHED OUT AS CHINA TAKES OVER A MINING EMPIRE
Beijing’s investment is transforming the landscape in Bor — and the lives of the
people who call it home.
Text and photos by
MATTEO TREVISAN
in Bor, Serbia
Ixeca, a farmer, observes a landslide in his orchard in Slatina, which he
believes was caused by irregular operations at the underground mine owned by
China’s state-owned group Zijin Mining.
In northeastern Serbia, the town of Bor rose around some of Europe’s most
significant copper and gold deposits. From the 1940s, the region quickly drew
workers from all over Yugoslavia. Majdanpek, located just 70 kilometers away,
expanded around another massive reserve, estimated at more than 600 million tons
of ore. For decades, these mining centers sustained Yugoslav heavy industry, but
today that legacy is increasingly fragile.
Since 2018, the mining complex has been taken over by Chinese state-owned group
Zijin Mining, which has invested €2.3 billion to increase production. The
expansion goes far beyond industry — it is transforming the land and the lives
of its inhabitants. Whole families are watching their homes, properties, and
memories disappear as settlements are engulfed by the mine. The Serbian
government has failed to provide meaningful alternatives for resettlement.
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The environmental toll is profound: forests and rivers are being destroyed,
wildlife is under threat, and residents endure some of the most polluted air in
Europe. Meanwhile, a growing Chinese workforce — now numbering in the thousands
— remains largely segregated in closed camps, seldom mixing with locals, leaving
behind a vast yet intangible presence.
Bor and Majdanpek illustrate a broader pattern. In 2022, Chinese investment in
Serbia equaled the combined input of all 27 EU countries for the first time,
raising questions about sovereignty and neocolonial influence. The debate grew
sharper after the collapse of a Chinese-renovated railway station in Novi Sad
that killed 16 people in 2024, sparking waves of protest.
As Zijin Mining continues to expand its footprint, the region and its people are
left suspended in a battle between economic profit and the slow erosion of
collective memory — the disappearing homes, traditions and history of threatened
communities.
Feeling the change: Once a small village, the Serbian town of Bor experienced
dramatic growth last century following the discovery of large gold and copper
deposits. Above, Željko, who has worked at the mine for more than a decade, says
that safety regulations have worsened and accidents have increased since China’s
state-owned Zijin Mining bought the complex. Željko lost 40 percent of mobility
in his right arm following a workplace accident in 2023. Also in the photos
above, the Zivkovic family inside their home in Slatina, near Bor. The family’s
main source of income is agriculture. In recent years, their land has been
expropriated due to the expansion of Zijin Mining’s operations. The son now
works as a driver for the mine, like many others in the area who can’t find
other employment.
CHAPTER 1
THE
CHINESE
New audience: A Chinese cook in a Chinese restaurant in Bor. The text on her
apron could be translated as “I make money by the shovelful.” Next, large
screens outside the Zijin Mining headquarters in Bor display videos promoting
the company’s activities in the region. The company has brought in thousands of
workers from China, housing them in camps within the mining area and preventing
them from integrating with the local population. “This is colonization,” says
Ixeca, whose family has lived off farming for generations. Now, the expansion of
mining activity threatens their livelihood. Some of their lands have already
been expropriated and they are suing Zijin Mining. Neighbors? The Chinese and
Serbian flags inside a Chinese restaurant in Bor. The contract between Serbia
and Zijin Mining remains classified, raising concerns over its legality. The
Chinese presence in the area is overwhelming but often invisible. Only Zijin
Mining managers and senior staff are allowed to leave the company’s camps,
unlike regular workers from China.
Leaving a mark: Top, one of the buildings used as offices by Zijin Mining in
Bor. Serbia stands out as a focal point of the Chinese footprint not only in the
Western Balkans but also across Central and Eastern Europe. Beijing has emerged
as the largest individual investor in Serbia. Health risks: Above, an X-ray of
the lungs of a woman from Krivelj, a village near Bor, who died of lung cancer
at a young age. Her family blames pollution from mining activities. The effects
of intensive extraction and smelting are felt across the region. Air quality is
a major concern: A report from January 2024 revealed frequent spikes in sulfur
dioxide levels around Bor, contributing to both acute and chronic respiratory
issues, as well as acid rain. The study also found fine particulate matter
containing heavy metals such as lead, cadmium, nickel and arsenic. No systematic
assessment of public health has been carried out since Zijin took over
operations. Hard at work: Next, a view of the copper and gold mine in Majdanpek.
Bor and Majdanpek hold one of the largest copper reserves in the world and one
of the biggest gold deposits in Europe. In 2023, Serbia exported approximately
1.06 million tons of copper ores and concentrates, worth $1.46 billion. The main
buyer was China.
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CHAPTER 2
THE
SERBIANS
Perspective: “It’s become like we’re sleeping on gold but dying of cancer,” says
73-year-old Joleht, seen inside her home in Slatina, right. Neighbors say that
their homes are slowly collapsing due to the underground copper and gold mining
operations. They face cracks and water infiltrations throughout the walls.
Anger: People protest against the central government and widespread corruption
march through the streets of Majdanpek in February 2025. Dead river: Bottom, the
Borska Reka River, notoriously known as one of the most polluted waterways in
Europe. It is the main tributary of the Veliki Timok River. Sediment analysis
has shown high concentrations of copper, arsenic, and nickel, exceeding
remediation thresholds, particularly near mining areas. As a result, the Borska
Reka is considered a “dead river,” devoid of aquatic life, with severe
environmental impacts that extend to the Danube via the Timok. The Batut
Institute of Public Health published a study showing an increased mortality risk
for both men and women in Bor across all age groups. Local NGO Ne damo Jadar was
founded to demand that the Majdanpek mine comply with environmental regulations
and to advocate for solutions for residents whose homes are threatened by the
mine’s expansion. Over the years, several incidents of violence have occurred
between the NGO’s members and the private guards patrolling the mine.
Hunter: Miodrag, a farmer from the village of Slatina, hunts near the land now
occupied by Zijin Mining. His family relied heavily on agriculture, but their
property has now been reduced to just a few hectares. Miodrag is currently suing
the Chinese company, claiming the land was unfairly expropriated. “One day,
we’ll have a mine under our house.” He also says that hunting has become
impossible due to constant noise and explosions: “I can feel my house shake.”
Family business: Father, son, and grandfather from the Jovic family in the yard
of their home in Slatina. Some of their farming lands have been expropriated.
“It’s over, there’s nothing else to be done,” says Ivica Jovic. “At this point,
I accept they’ll take my land, but at least give me another place and let me
continue farming.” Jovic has received cease-and-desist letters from Zijin
Mining, after allegedly verbally confronting Chinese workers operating on what
was once his land. Expansion: One of the many facilities owned by Zijin Mining,
near the village of Slatina, just outside of Bor. The city, born thanks to the
mine, and the nearby villages are now at risk of disappearing due to its
expansion.
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CHAPTER 3
THE
FUTURE
Staying put: Jasna Bacilovic, with her daughter Katarina Tomić, inside their
home in the village of Krivelj. The village is slowly disappearing due to the
expansion of the mine, but both Jasna and her entire family are committed to
preserving their home, which has belonged to them since the 1800s, and to
defending the village. “I don’t want to live anywhere else. This is home. I
remember when I was a child, I used to play with my friends on a hill not far
from here, but now that hill doesn’t exist anymore. My children may never even
see this village because it might disappear forever,” says Tomić. Krivelj used
to have up to 22 kafane —family-run taverns and restaurants. Today, only one
remains and the village is slowly disappearing. “The village sounds are
disappearing. I no longer hear shutters opening, the radio coming from my
uncle’s house, or my neighbors talking. I open the window and hear nothing,”
says Bacilovic. The departed: The bus stop in Majdanpek covered with death
notices of local residents. Today, the municipality of Bor is one of the
wealthiest in Serbia, despite local salaries remaining low, as in the rest of
the country. The mine has expanded to the point of becoming one with the town.
There are plans to relocate the entire community to Metovnica, an undeveloped
area with only a few scattered farms, but nothing has been confirmed yet.
Keeping watch: Bottom, a resident of Majdanpek looks toward the mine owned by
the Chinese company Zijin Mining. An activist who has been fighting for years
against pollution and the uncontrolled expansion of the mine, he has received
both verbal and physical threats for his social engagement.
Last train: A glimpse inside the train station of Bor, now abandoned after a
fire that some locals believe was intentional. They suspect Zijin is interested
in acquiring the railway land and expanding its operations in the area. Past
lives: Below, the black and white photos show houses abandoned due to the
expansion of the mine. Many families have sold their homes to Zijin Mining, as
the company continues to buy land. The expansion of its activities threatens to
wipe out entire villages.
Next chapter: “This is not the end of the world, but from here you can see it,”
says Aladin Zekypy, pictured with his two children, aged 10 and 7, inside their
home, which stands just a few dozen meters from the open-pit mine in Bor. He
dreams of one day being able to afford a healthier place for his family.
Tag - Pollution
BRUSSELS — Europe is on track to pay at least €440 billion to deal with the
pollution and health impacts from toxic PFAS chemicals by the middle of the
century, according to a study released Thursday by the European Commission.
The cost could soar to nearly €2 trillion under more ambitious clean-up goals,
the analysis warns, describing the roughly half-trillion-euro estimate as a
baseline for addressing PFAS pollution across the European Economic Area.
PFAS or “forever chemicals” — man-made chemicals used in a wide variety of
industrial processes and consumer products — have been linked to a range of
health problems, including cancer and fertility problems.
The EU is preparing to propose a ban on their use later this year, with
exemptions for “critical sectors” — a position likely to draw pushback from
industry and some political groups.
But even a full ban would leave Europe with costs of €330 billion by 2050, the
report warned.
“Providing clarity on PFAS with bans for consumer uses is a top priority for
both citizens and businesses,” said EU environment chief Jessika Roswall. “That
is why this is an absolute priority for me to work on this and engage with all
relevant stakeholders. Consumers are concerned, and rightly so. This study
underlines the urgency to act.”
The study, carried out by consultancies WSP, Ricardo, and Trinomics, shows that
how Europe acts matters just as much as whether it acts. In one scenario, where
emissions continue, and authorities rely largely on wastewater treatment to meet
strict environmental standards, the total bill would soar to around €1.7
trillion by 2050, driven mainly by clean-up costs.
If the EU bans forever chemicals, the health costs would fall from about €39.5
billion a year in 2024 to roughly €0.5 billion by 2040, under a full phase-out
scenario.
“The Commission’s study exposes the staggering costs of PFAS pollution. Every
day of inaction inflates the bill,” said Noémie Jégou, policy officer for
Chemicals at the European Environmental Bureau. “The EU must turn off the tap
now through an ambitious EU restriction of PFAS present in consumer products and
used in industrial processes.”
BRUSSELS — Powerful political allies helped automakers force the EU to water
down climate laws for cars — and now the aviation sector is borrowing those
tactics.
Their big target is getting the EU to dilute its mandate forcing airlines to use
increasing amounts of cleaner jet fuels, alternatives to kerosene that are also
much more expensive and harder to source.
Aviation is emerging as the next crucial stress test for the EU’s climate
agenda, as key leaders push to do whatever it takes to help struggling European
businesses. With industry and allied governments pressing for relief from costly
green rules, the fight will show how far Brussels is willing to go — and what it
is willing to give up — in pursuit of its climate goals.
“I will make a bet today that what happened to the car regulation will happen to
the SAF [Sustainable Aviation Fuels] regulation in Europe,” French energy giant
TotalEnergies CEO Patrick Pouyanné predicted at the World Economic Forum in
Davos earlier this month.
Carmakers provide a model on how to get the EU to backtrack. The bloc mandated
that no CO2-emitting cars could be sold from 2035, essentially killing the
combustion engine and replacing it with batteries (possibly with a minor role
for hydrogen).
But many carmakers — allied with countries like Germany, Italy and automaking
nations in Central Europe — pushed back, arguing that the 2035 mandate would
destroy the car sector just as it is battling U.S. President Donald Trump’s
tariffs, sluggish demand and a rising threat from Chinese competitors.
“I will make a bet today that what happened to the car regulation will happen to
the SAF [Sustainable Aviation Fuels] regulation in Europe,” Patrick Pouyanné
said. | Ludovic Marin/ AFP via Getty Images
In the end, the European Commission gave way and watered down the 2035 mandate,
which will now only aim to cut CO2 emissions by 90 percent.
AVIATION DEMANDS
The aviation sector has a similar list of issues with the EU. It is taking aim
at a host of other climate policies, such as including aviation in the bloc’s
cap-and-trade Emissions Trading System and intervening on non-CO2 impacts of
airplanes like contrails — the ice clouds produced by airplanes that have an
effect on global warming.
Brussels introduced several regulations over the last 15 years to address the
growing climate impact of air transport, which accounts for about 3 percent of
global CO2 emissions. Those policies include the obligation to use sustainable
aviation fuels, to put a price on carbon emissions and to take action on non-CO2
emissions.
Each of these green initiatives is now under attack.
The ReFuelEU regulation requires all airlines to use SAF for at least 2 percent
of their fuel mix starting this year. That mandate rises to 6 percent from 2030,
20 percent from 2035 and 70 percent by 2050.
“Today, all airline companies are fighting even the 6 percent … which is easy to
reach to be honest,” Pouyanné said, but then warned, “20 percent five years
after makes zero sense.”
He is echoed by CEOs like Ryanair’s combative Michael O’Leary, who called the
SAF mandate “nonsense.”
“It is all gradually dying a death, which is what it deserves to do,” O’Leary
said last year. “We have just about met our 2 percent mandate. There is no
possibility of meeting 6 percent by 2030; 10 percent, not a hope in hell. We’re
not going to get to net zero by 2050.”
Brussels-based airline lobbies are not calling for the SAF mandate to be killed,
rather they are demanding a book-and-claim system. Under such a scheme, airlines
could claim carbon credits for a certain amount of SAF, even if they don’t use
it in their own aircraft. They would buy it at an airport where it’s available
and then let other airlines use it.
That would make it easier for airlines to meet the SAF mandate even if the fuel
is not easily available. However, so far the Commission is opposed.
LOBBYING BATTLE
The car coalition only worked because industry allied with countries, and there
are signs of that happening with aviation.
The sector’s lobbying effort to slash the EU carbon pricing could find an ally
in the new Italo-German team-up to promote competitiveness.
The German government last year announced a plan to cut national aviation taxes
— with the call made during the COP30 global climate conference, something
that angered the German Greens.
Italian Prime Minister Giorgia Meloni and German Federal Chancellor Friedrich
Merz attend the Italy-Germany Intergovernmental Summit at Villa Doria Pamphilj.
| Vincenzo Nuzzolese/LightRocket via Getty Images
Italian Prime Minister Giorgia Meloni said Friday that she and German Chancellor
Friedrich Merz wanted to start “a decisive change of pace … in terms of the
competitiveness of our businesses.”
“A certain ideological vision of the green transition has ended up bringing our
industries to their knees, creating new dangerous strategic dependencies for
Europe without, however, having any real impact on the global protection of the
environment and nature,” she added.
Her far-right coalition ally, Italian Transport Minister Matteo Salvini, has
called the ETS and taxes on maritime transport and air transport “economic
suicide” that “must be dismantled piece by piece.”
COMMISSION SAYS NO
As with the 2035 policy for cars, the European Commission is strongly defending
its policy against those attacks.
Apostolos Tzitzikostas, the transport commissioner, stressed the EU’s “firm
commitment” to stick with aviation decarbonization policies.
“Investment decisions and construction must start by 2027, or we will miss the
2030 targets. It is as simple as that,” the commissioner said in November when
announcing the bloc’s new plans to boost investment into sustainable aviation
and maritime fuels.
Climate campaigners fought hard against the car sector’s efforts to gut 2035,
and now they’re gearing up for another battle over aviation targets.
“The airlines’ whining comes as no surprise — yet it is disappointing to see
airlines come after such a fundamental piece of EU legislation,” said Marte van
der Graaf, aviation policy officer at green NGO Transport & Environment.
She was incensed about efforts to dodge the high prices set by the EU’s ETS in
favor of the U.N.’s cheaper CORSIA emissions reduction scheme.
Airline lobbyA4E said its members paid €2.3 billion for ETS permits last
year. “By 2030, [the ETS cost] should rise up to €5 billion because the free
allowances are phased out,” said Monika Rybakowska, the lobby’s policy
director.
A recent study by the think tank InfluenceMap found that airlines are working to
increase their impact on policymakers by aligning their positions on ETS.
T&E also took aim at a recent position paper by A4E that asked the EU to
postpone measures to curb non-CO2 pollution — such as nitrogen oxides and soot
particles that, along with water vapor, contribute to contrails.
The A4E paper said that “the scientific foundation for regulating non-CO2
effects remains insufficient” and “introducing financial liability risks
misdirecting resources.”
This is “an outdated excuse,” responded T&E, noting that the climate impact of
contrails has been known for over 20 years.
BRUSSELS — Donald Trump blew up global efforts to cut emissions from shipping,
and now the EU is terrified the U.S. president will do the same to any plans to
tax carbon emissions from long-haul flights.
The European Commission is studying whether to expand its existing carbon
pricing scheme that forces airlines to pay for emissions from short- and
medium-haul flights within Europe into a more ambitious effort covering all
flights departing the bloc.
If that happens, all international airlines flying out of Europe — including
U.S. ones — would face higher costs, something that’s likely to stick in the
craw of the Trump administration.
“God only knows what the Trump administration will do” if Brussels expands its
own Emissions Trading System to include transatlantic flights, a senior EU
official told POLITICO.
A big issue is how to ensure that the new system doesn’t end up charging only
European airlines, which often complain about the higher regulatory burden they
face compared with their non-EU rivals.
The EU official said Commission experts are now “scratching their heads how you
can, on the one hand, talk about extending the ETS worldwide … [but] also make
sure that you have a bit of a level playing field,” meaning a system that
doesn’t only penalize European carriers.
Any new costs will hit airlines by 2027, following a Commission assessment that
will be completed by July 1.
Brussels has reason to be worried.
“Trump has made it very clear that he does not want any policies that harm
business … So he does not want any environmental regulation,” said Marina
Efthymiou, aviation management professor at Dublin City University. “We do have
an administration with a bullying behavior threatening countries and even
entities like the European Commission.”
The new U.S. National Security Strategy, released last week, closely hews to
Trump’s thinking and is scathing on climate efforts.
“We reject the disastrous ‘climate change’ and ‘Net Zero’ ideologies that have
so greatly harmed Europe, threaten the United States, and subsidize our
adversaries,” it says.
In October, the U.S. led efforts to prevent the International Maritime
Organization from setting up a global tax to encourage commercial fleets to go
green. The no-holds-barred push was personally led by Trump and even threatened
negotiators with personal consequences if they went along with the measure.
In October, the U.S. led efforts to prevent the International Maritime
Organization from setting up a global tax aimed at encouraging commercial fleets
to go green. | Nicolas Tucat/AFP via Getty Images
This “will be a parameter to consider seriously from the European Commission”
when it thinks about aviation, Efthymiou said.
The airline industry hopes the prospect of a furious Trump will scare off the
Commission.
“The EU is not going to extend ETS to transatlantic flights because that will
lead to a war,” said Willie Walsh, director general of the International Air
Transport Association, the global airline lobby, at a November conference in
Brussels. “And that is not a war that the EU will win.”
EUROPEAN ETS VS. GLOBAL CORSIA
In 2012, the EU began taxing aviation emissions through its cap-and-trade ETS,
which covers all outgoing flights from the European Economic Area — meaning EU
countries plus Iceland, Liechtenstein and Norway. Switzerland and the U.K. later
introduced similar schemes.
In parallel, the U.N.’s International Civil Aviation Organization was working on
its own carbon reduction plan, the Carbon Offsetting and Reduction Scheme for
International Aviation. Given that fact, Brussels delayed imposing the ETS on
flights to non-European destinations.
The EU will now be examining the ICAO’s CORSIA to see if it meets the mark.
“CORSIA lets airlines pay pennies for pollution — about €2.50 per passenger on a
Paris-New York flight,” said Marte van der Graaf, aviation policy officer at
green NGO Transport & Environment. Applying the ETS on the same route would cost
“€92.40 per passenger based on 2024 traffic.”
There are two reasons for such a big difference: the fourfold higher price for
ETS credits compared with CORSIA credits, and the fact that “under CORSIA,
airlines don’t pay for total emissions, but only for the increase above a fixed
2019 baseline,” Van der Graaf explained.
“Thus, for a Paris-New York flight that emits an average of 131 tons of CO2,
only 14 percent of emissions are offset under CORSIA. This means that, instead
of covering the full 131 tons, the airline only has to purchase credits for
approximately 18 tons.”
Efthymiou, the professor, warned the price difference is projected to increase
due to the progressive withdrawal of free ETS allowances granted to aviation.
The U.N. scheme will become mandatory for all U.N. member countries in 2027 but
will not cover domestic flights, including those in large countries such as the
U.S., Russia and China.
KEY DECISIONS
By July 1, the Commission must release a report assessing the geographical
coverage and environmental integrity of CORSIA. Based on this evaluation, the EU
executive will propose either extending the ETS to all departing flights from
the EU starting in 2027 or maintaining it for intra-EU flights only.
Opposition to the ETS in the U.S. dates back to the Barack Obama administration.
| Pete Souza/White House via Getty Images
According to T&E, CORSIA doesn’t meet the EU’s climate goals.
“Extending the scope of the EU ETS to all departing flights from 2027 could
raise an extra €147 billion by 2040,” said Van der Graaf, noting that this money
could support the production of greener aviation fuels to replace fossil
kerosene.
But according to Efthymiou, the Commission might decide to continue the current
exemption “considering the very fragile political environment we currently have
with a lunatic being in power,” she said, referring to Trump.
“CORSIA has received a lot of criticism for sure … but the importance of CORSIA
is that for the first time ever we have an agreement,” she added. “Even though
that agreement might not be very ambitious, ICAO is the only entity with power
to put an international regulation [into effect].”
Regardless of what is decided in Brussels, Washington is prepared to fight.
Opposition to the ETS in the U.S. dates back to the Barack Obama administration,
when then-Secretary of State Hillary Clinton sent a letter to the Commission
opposing its application to American airlines.
During the same term, the U.S. passed the EU ETS Prohibition Act, which gives
Washington the power to prohibit American carriers from paying for European
carbon pricing.
John Thune, the Republican politician who proposed the bill, is now the majority
leader of the U.S. Senate.
President Donald Trump is withdrawing the United States from the world’s
overarching treaty on climate change in a move that escalates his attempts to
reverse years of global negotiations toward addressing rising temperatures.
The announcement to sever ties with the U.N. Framework Convention on Climate
Change came as Trump quit dozens of international organizations that the White
House says no longer serve U.S. interests by promoting radical climate policies
and other issues. It was outlined in a memo by the White House. Trump has called
on other countries to abandon their carbon-cutting measures, and the move
appears to be his latest attempt to destabilize global climate cooperation.
The 1992 UNFCCC serves as the international structure for efforts by 198
countries to slow the rate of rising climate pollution. It has universal
participation. The U.S. was the first industrialized nation to join the treaty
following its ratification under former President George H.W. Bush — and it will
be the only nation ever to leave it. The move also marks Trump’s intensifying
efforts to topple climate efforts compared to his first term, when he decided
against quitting the treaty.
“Many of these bodies promote radical climate policies, global governance, and
ideological programs that conflict with U.S. sovereignty and economic strength,”
stated a White House fact sheet.
The move comes as Trump tears down U.S. climate policies amid the hottest decade
ever recorded and threatens other nations for pursuing measures to address
global warming, which Trump has called a hoax and a “con job.” The U.S. did not
send a delegation to Brazil for the climate talks, known as COP30, late last
year. Instead, Trump officials have been working to strike fossil fuels deals
with other nations. Trump captured Venezuela’s strongman president, Nicolás
Maduro, in an assault using U.S. commandos on Saturday and said he would control
the country’s vast oil resources.
The plan to leave the UNFCCC stems from Trump’s order last February requiring
Secretary of State Marco Rubio to identify treaties and international
organizations that “are contrary to the interests of the United States” and
recommend withdrawing from them.
Trump has also pulled the U.S. out of the Paris Agreement, the landmark 2015
pact that’s underpinned by the UNFCCC.
“This is a shortsighted, embarrassing, and foolish decision,” Gina McCarthy, a
former EPA administrator under former President Barack Obama, said in a
statement. “As the only country in the world not a part of the UNFCCC treaty,
the Trump administration is throwing away decades of U.S. climate change
leadership and global collaboration.”
BRUSSELS — The European Commission has unveiled a new plan to end the dominance
of planet-heating fossil fuels in Europe’s economy — and replace them with
trees.
The so-called Bioeconomy Strategy, released Thursday, aims to replace fossil
fuels in products like plastics, building materials, chemicals and fibers with
organic materials that regrow, such as trees and crops.
“The bioeconomy holds enormous opportunities for our society, economy and
industry, for our farmers and foresters and small businesses and for our
ecosystem,” EU environment chief Jessika Roswall said on Thursday, in front of a
staged backdrop of bio-based products, including a bathtub made of wood
composite and clothing from the H&M “Conscious” range.
At the center of the strategy is carbon, the fundamental building block of a
wide range of manufactured products, not just energy. Almost all plastic, for
example, is made from carbon, and currently most of that carbon comes from oil
and natural gas.
But fossil fuels have two major drawbacks: they pollute the atmosphere with
planet-warming CO2, and they are mostly imported from outside the EU,
compromising the bloc’s strategic autonomy.
The bioeconomy strategy aims to address both drawbacks by using locally produced
or recycled carbon-rich biomass rather than imported fossil fuels. It proposes
doing this by setting targets in relevant legislation, such as the EU’s
packaging waste laws, helping bioeconomy startups access finance, harmonizing
the regulatory regime and encouraging new biomass supply.
The 23-page strategy is light on legislative or funding promises, mostly
piggybacking on existing laws and funds. Still, it was hailed by industries that
stand to gain from a bigger market for biological materials.
“The forest industry welcomes the Commission’s growth-oriented approach for
bioeconomy,” said Viveka Beckeman, director general of the Swedish Forest
Industries Federation, stressing the need to “boost the use of biomass as a
strategic resource that benefits not only green transition and our joint climate
goals but the overall economic security.”
HOW RENEWABLE IS IT?
But environmentalists worry Brussels may be getting too chainsaw-happy.
Trees don’t grow back at the drop of a hat and pressure on natural ecosystems is
already unsustainably high. Scientific reports show that the amount of carbon
stored in the EU’s forests and soils is decreasing, the bloc’s natural habitats
are in poor condition and biodiversity is being lost at unprecedented rates.
Protecting the bloc’s forests has also fallen out of fashion among EU lawmakers.
The EU’s landmark anti-deforestation law is currently facing a second, year-long
delay after a vote in the European Parliament this week. In October, the
Parliament also voted to scrap a law to monitor the health of Europe’s forests
to reduce paperwork.
Environmentalists warn the bloc may simply not have enough biomass to meet the
increasing demand.
“Instead of setting a strategy that confronts Europe’s excessive demand for
resources, the Commission clings to the illusion that we can simply replace our
current consumption with bio-based inputs, overlooking the serious and immediate
harm this will inflict on people and nature,” said Eva Bille, the European
Environmental Bureau’s (EEB) circular economy head, in a statement.
TOO WOOD TO BE TRUE
Environmental groups want the Commission to prioritize the use of its biological
resources in long-lasting products — like construction — rather than lower-value
or short-lived uses, like single-use packaging or fuel.
A first leak of the proposal, obtained by POLITICO, gave environmental groups
hope. It celebrated new opportunities for sustainable bio-based materials while
also warning that the “sources of primary biomass must be sustainable and the
pressure on ecosystems must be considerably reduced” — to ensure those
opportunities are taken up in the longer term.
It also said the Commission would work on “disincentivising inefficient biomass
combustion” and substituting it with other types of renewable energy.
That rankled industry lobbies. Craig Winneker, communications director of
ethanol lobby ePURE, complained that the document’s language “continues an
unfortunate tradition in some quarters of the Commission of completely ignoring
how sustainable biofuels are produced in Europe,” arguing that the energy is
“actually a co-product along with food, feed, and biogenic CO2.”
Now, those lines pledging to reduce environmental pressures and to
disincentivize inefficient biomass combustion are gone.
“Bioenergy continues to play a role in energy security, particularly where it
uses residues, does not increase water and air pollution, and complements other
renewables,” the final text reads.
“This is a crucial omission, given that the EU’s unsustainable production and
consumption are already massively overshooting ecological boundaries and putting
people, nature and businesses at risk,” said the EEB.
Delara Burkhardt, a member of the European Parliament with the center-left
Socialists and Democrats, said it was “good that the strategy recognizes the
need to source biomass sustainably,” but added the proposal did not address
sufficiency.
“Simply replacing fossil materials with bio-based ones at today’s levels of
consumption risks increasing pressure on ecosystems. That shifts problems rather
than solving them. We need to reduce overall resource use, not just switch
inputs,” she said.
Roswall declined to comment on the previous draft at Thursday’s press
conference.
“I think that we need to increase the resources that we have, and that is what
this strategy is trying to do,” she said.
BELÉM, Brazil — The European Union came into this year’s COP30 summit hoping to
exorcise some of its climate demons. It did, to a degree — then found new ones.
After a year of infighting that ended in a last-minute deal on new
pollution-cutting targets just before the annual U.N. conference began, the EU
sought to make the case for greater global efforts to fight climate change.
But in Belém, the Amazonian host city of COP30, the 27-country bloc was
confronted with a stark geopolitical reality. In the absence of the United
States, which at past conferences worked with the Europeans to push for more
climate action, the EU struggled to fight against the combined weight of China,
India, Saudi Arabia and other rising economic powers.
“We’re living through complicated geopolitical times. So there is intrinsic
value, no matter how difficult, to seek to come together,” EU climate chief
Wopke Hoekstra told reporters after the bloc decided not to oppose the final
conference agreement.
“We’re not going to hide the fact we would have preferred to have more,” he
said. “And yet the world is what it is, the conference is what it is, and we do
think this on balance is a step in the right direction.”
The end result was not what the EU had fought for — though the bloc eked out a
handful of concessions after threatening to veto the deal on Friday.
To appease the EU, as well as a small group of other holdouts such as the United
Kingdom and Colombia, the Brazilian presidency of COP30 tweaked its draft deal
to affirm a previous agreement on transitioning away from fossil fuels and
offered to start a discussion on how to achieve that deal over the next year.
A European walkout was on the cards until just after dawn on the final morning.
“It was on the edge for us at times during the night — and for the EU — because
we just thought actually we’ve got to be able to look people in the eye,” said
U.K. Energy Secretary Ed Miliband.
Developed countries also won changes to a proposal to triple financing for
poorer countries to prepare for climate disasters, which will now be provided
later than developing nations wanted and draw funds from sources beyond rich
countries’ budgets.
Still, the Europeans had wanted to leave Brazil with a much larger signal,
laying out a clear path away from fossil fuels.
But they failed to build an alliance strong enough to counter the Saudi-led
opposition — an effort hampered by geopolitical headwinds as well as internal
divisions that had followed the EU from Brussels all the way to Belém.
LINGERING DIVISIONS
Divisions over climate change that had dogged the EU throughout the year did
affect the bloc’s negotiations. Until Friday morning, hours before the
conference was scheduled to end, the EU was forced to take a back seat each time
countries from across the globe came together to urge greater ambition.
A European walkout was on the cards until just after dawn on the final morning.
“It was on the edge for us at times during the night — and for the EU,”
confirmed U.K. Energy Secretary Ed Miliband. | Pablo Porciuncula/AFP via Getty
Images
On Tuesday, the EU was absent from an 82-country call spearheaded by Colombia to
draw up a “roadmap” to deliver on the earlier agreement to transition away from
fossil fuels.
Many of the bloc’s governments individually backed the move, but two diplomats
said Italy and Poland could not support the agreement at the time, leaving the
EU as a whole unable to throw its weight behind the call. The bloc eventually
proposed its own version.
Similarly, the EU was not among the signatories on Thursday when a coalition of
29 countries sent a letter to the Brazilian COP30 presidency to complain that a
draft proposal in the works did not contain a reference to the roadmap or other
efforts.
The majority of the bloc’s governments backed the missive, but 10 EU countries —
including Greece, Hungary, Italy, Poland and Slovakia — did not.
The split broadly reflected the divisions that had plagued the EU’s climate
politics for much of this year.
The bloc spent the past few months trying to agree on a pair of new targets to
reduce emissions, a fractious process that met with resistance from countries
concerned about the impact of green efforts on their domestic industries.
The 27 governments eventually struck a deal on the eve of COP30, setting new
goals that were softer than initially envisaged but nevertheless rank among the
world’s most ambitious.
Yet by that point, it was far too late for the EU to leverage its targets and
pressure other big emitters, such as China, into stepping up their efforts.
(Beijing’s envoy suggested in an interview with POLITICO that if the bloc wanted
to be a climate leader, the EU needed to sort out its internal divisions.)
“They used to be more active, more vocal. It feels like their pendulum swing at
home is having an impact,” one Latin American negotiator said. “They keep their
positions, no backtracking, but it doesn’t feel as strong anymore. Like the
passion is gone.”
ISOLATED IN BELÉM
Yet when all countries were presented with the Brazilian presidency’s draft deal
on Friday morning, the EU decided to take a stand.
Three European diplomats said the entire bloc was united in fury at the text —
with everyone from the most climate-ambitious nations such as Denmark to
laggards such as Poland fuming about weak language on cutting emissions and
crossed red lines on finance.
All ministers were asked to get on the phone to their capitals to request
permission to veto a deal if necessary, four diplomats said. Hoekstra told a
gathering convened by the Brazilians: “Under no circumstances are we going to
accept this.”
COP30 President Andre Correa do Lago. To appease the EU, the U.K., Colombia and
others, the Brazilian presidency of COP30 tweaked its draft deal on fossil
fuels. | Pablo Porciuncula/AFP via Getty Images
“We stayed united until the end, despite the fact that of course we all had
differences in our assessment of the overall situation here,” said Monique
Barbut, France’s ecological transition minister.
The strength of the EU delegation’s message, however, was somewhat undercut by
their own leader: European Commission President Ursula von der Leyen. Speaking
around the same time at the G20 in South Africa, von der Leyen asserted: “We are
not fighting fossil fuels, we are fighting the emissions from fossil fuels.”
“She’s a star in undermining her own negotiators during COP,” one EU diplomat
complained.
But the EU also faced a new geopolitical reality in Belém.
German Climate Minister Carsten Schneider on Saturday spoke of a “new world
order” that the EU would need to get used to. “Something has changed, and that
has become very apparent here.”
Throughout the two weeks, European diplomats complained bitterly about the
tactics employed by Saudi Arabia and other major oil producers, which fiercely
opposed any call to tackle fossil fuels.
Riyadh and its allies, they said, were emboldened by Washington’s absence and
constantly took the floor in meetings to derail the talks. Notes from a
closed-door meeting shared with POLITICO also show that Saudi Arabia sought to
bash the bloc for imposing carbon tariffs.
“We faced a very strong petro-industry… which organised a blocking majority here
against any progress,” Schneider said.
The bloc was frustrated about what they saw as Brazil pandering to its BRICS
allies — China, India, South Africa and other emerging economies — in walking
right over the EU’s red lines on providing climate aid and pushing the bloc into
uncomfortable discussions on trade measures.
But they also left feeling abandoned by traditional allies, such as small island
states, that they had counted on to back their push for more climate action. In
the end, the Europeans and a handful of Latin American countries stood alone.
“We need to do some real thinking about what the EU’s role in these global talks
is,” one senior European negotiator said. “We underestimated the BRICS and
overestimated our strength a little bit — and we definitely overestimated the
unity of those we consider our allies.”
BELÉM, Brazil — The European Union is preparing to veto the final deal at this
year’s climate summit if countries do not agree to stronger efforts to cut
planet-warming emissions, according to four European diplomats.
The negotiators said the 27 countries were united in their anger at the draft
deal that the COP 30 talks’ Brazilian presidency offered Friday morning, saying
it had crossed the bloc’s red lines on financing and did not reflect their push
for countries to do more to slash pollution.
The European Commission took the unusual step of publishing a short speech that
climate chief Wopke Hoekstra gave in a closed-door meeting at noon local time
Friday.
The current draft deal contains “no science… no transitioning away [from fossil
fuels]… But instead, weakness,” Hoekstra said. “Under no circumstances are we
going to accept this… You can count on us to do our absolute utmost to deliver.
Not for the EU. But for all of us.”
At a coordination meeting this morning, EU ministers were asked to secure
support from their governments to block the final agreement if no changes are
made, the four diplomats said.
“We’ve told ourselves in the past that we should have the balls to walk out if
the text is not strong enough. But until today I’ve not heard us say it this
loudly and as part of an actual strategy,” one of the diplomats said. The
diplomat, like others in this article, was granted anonymity in order to discuss
the private meetings.
The divisions set up a possibility that countries could walk away from these
talks without a final outcome.
The Brazilian president of this year’s COP30 talks, André Aranha Corrêa do Lago,
pleaded in an opening speech for countries to come together and show their
support for the 2015 Paris Agreement, especially after the United States walked
out of the deal and refused to send delegates to the conference in Brazil.
“This cannot be an agenda that divides us,” Corrêa do Lago said. “But at the
same time that we have to face the fact that the largest economy in the world
has left the Paris accord, we have to remember that we all stay in because we
all believe in it. We cannot be divided inside the Paris accord.”
But a second European diplomat said that, in the absence of the U.S., a group of
emerging economies including China, Russia, India, Brazil and South Africa,
known as the BRICS, had seized the initiative to stamp down on efforts to cut
emissions.
“This is a BRICS COP,” the diplomat said. “They’re circling around now a text
which is designed for them and they’re all now saying it’s a take-it-or-leave-it
text.”
Alden Meyer, a long-time COP watcher and senior associate at climate think tank
E3G, said: “There’s definitely a possibility this could fall apart.”
A proposed roadmap for tracking and marking national progress in transitioning
off fossil fuels, backed by more than 80 countries including most of Europe, did
not appear in the text. It has become one of the key asks for governments trying
to enhance global progress for ditching fossil fuels that are heating the
planet.
But a clutch of oil-, gas- and coal-producing countries has resisted the effort,
which has become the most divisive issue at the negotiations.
“We can only talk about things that are in the text,” Maesela Kekana, South
Africa’s lead negotiator, said in an interview. “Why are you talking about
something that does not exist?”
The text largely accounts for where the world is with respect to hitting
national climate goals and a challenging geopolitical situation, said Li Shuo,
director of the China Climate Hub at think tank Asia Society. He said that
includes U.S. President Donald Trump’s threats on trade and an EU bloc whose
nations are responding to domestic calls to restore industrial competitiveness.
“I see the current text as actually a pretty accurate reflection of that
situation,” he said, describing “the lack of ambition and the fact that many
countries are having a hard time on their domestic climate push.”
But for the EU and many vulnerable countries, it’s essential to leave Belém with
a strategy to address the enormous gap between the world’s collective
emissions-cutting efforts and the Paris Agreement targets to curb global
warming.
“We cannot negotiate with a text that does not include a mention of fossil
fuels, a mention of a roadmap to end deforestation. We cannot take as good faith
a text that fails to set a global goal on adaptation finance,” said Juan Carlos
Monterrey Gómez, Panama’s lead negotiator. “It is simply so weak that it’s
offensive.”
The European countries were also preparing to cross their own red lines on
proposals to funnel more money toward developing countries’ efforts to prepare
for climate disasters.
The draft text includes a commitment to triple the finance now flowing to poorer
countries to help them cope with the ravages of climate change, known as
adaptation finance, by 2030.
That’s an unacceptable timeline, said the second European diplomat. But
indicated that 2035 might be acceptable.
It “goes well beyond the red lines of what most of us came in with,” said the
diplomat. “The trebling is more than most donors can do, but we’re kind of over
a barrel.”
If the EU gets more on climate action, Hoekstra said in his speech published
online, “yes you can ask the EU to move beyond its comfort zone on the financing
of adaptation.”
BELÉM, Brazil — European Commission President Ursula von der Leyen said Friday
that the fight against climate change was not against the fuels that cause it —
only the pollution they emit.
“We are not fighting fossil fuels, we are fighting the emissions from fossil
fuels,” said von der Leyen at a press conference at the G20 in South Africa.
The comment could undermine the EU position, just as European ministers were set
to make a stand for a “roadmap” to move away from coal, oil and gas at the COP30
climate talks, taking place on the other side of the Atlantic in Brazil.
A draft deal, suggested by the Brazilian presidency, contained no reference to
past deals to move away from fossil fuels, nor did it have the roadmap pushed
for by many EU countries, though notably not the EU itself.
Overnight, 14 EU member states joined 22 other countries, many of them highly
vulnerable to climate impacts, threatening to collapse the talks over the
absence of fossil fuels from the deal.
“We cannot support an outcome that does not include a roadmap for implementing a
just, orderly, and equitable transition away from fossil fuels,” said a letter
from those countries to the Brazilian organizers, seen by POLITICO.
Von der Leyen emphasized Friday that the EU was not resiling from its legal
climate goals.
“We are staying the course,” she said. “We’re very clear that we want to reach
those targets. We are well on track for the 2030 target. On the way forward we
have to be adaptable and flexible. because thsi is a huge transition taht is
happening. No one has done this before. So we really are in uncharted waters.”
Asked about von der Leyen’s comments just as he was walking into a United
Nations plenary, EU climate chief Wopke Hoekstra said: “The problem is caused by
emissions, and the reality is that the dirtier the fossil fuel, the more damage
they are doing.”
That, he added, was why the EU was calling for greater efforts to cut
planet-warming emissions at COP30.
Danish Climate Minister Lars Aagaard, walking beside Hoekstra, said: “Emissions
are a consequence of fossil fuels, so I find it a bit hard to see the
distinction. What we need to see here is to have the emissions down. That’s what
we are aiming for, that’s what we came for.”
European lawmakers on the ground in Belém were more critical of von der Leyen’s
words.
“I believe she’s trying to be diplomatic, but one thing is very clear: We need
to exit fossil fuels to lower our emissions,” said Lena Schilling, an MEP from
the Greens.
“Europe is fighting to increase ambition” on reducing emissions at COP30, “and
that’s the goal I think von der Leyen should stand behind, like every member
state,” said Mohammed Chahim, vice president of the center-left Socialists &
Democrats in the European Parliament.
Emissions, he added, “are fully connected to fossil fuels, so I think Europe
should support the call of phasing out fossil fuels.”
Noting that the focus on tackling emissions rather than their source often
implies extensive use of carbon capture technology (CCS), which is as yet
unavailable at scale, he referred to something Hoekstra said repeatedly at last
year’s climate summit: “Like a very smart commissioner said at the previous COP,
you cannot CCS yourself out of everything.”
By ALEX PERRY in Paris
Illustrations by Julius Maxim for POLITICO
This article is also available in French
When Patrick Pouyanné decided to spend billions on a giant natural gas field in
a faraway warzone, he made the call alone, over a single dinner, with the head
of a rival energy company.
Pouyanné, the chairman and CEO of what was then called Total, was dining with
Vicki Hollub, CEO of Houston-based Occidental Petroleum. It was late April 2019,
and Hollub was in a David and Goliath battle with the American energy behemoth
Chevron to buy Anadarko, like Occidental a mid-sized Texan oil and gas explorer.
The American investor Warren Buffett was set to back Hollub with $10 billion,
but it wasn’t enough. So Hollub flew to Paris to meet Pouyanné.
Hollub’s proposal: Pouyanné would pitch in $8.8 billion in exchange for
Anadarko’s four African gas fields, including a vast deep-sea reserve off
northern Mozambique, an area in the grip of an Islamist insurgency.
The Frenchman, who had previously approached Anadarko about the same assets,
said yes in a matter of minutes.
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“What are the strengths of Total?” Pouyanné explained to an Atlantic Council
event in Washington a few weeks later. “LNG,” he went on, and the “Middle East
and Africa,” regions where the company has operated since its origin in the
colonial era. “So it’s just fitting exactly and perfectly.”
Total, “a large corporation,” could be “so agile,” he said, because of the
efficacy of his decision-making, and the clarity of his vision to shift from oil
to lower-emission gas, extracted from lightly regulated foreign lands.
In the end, “it [was] just a matter of sending an email to my colleague
[Hollub],” he added. “This is the way to make good deals.”
Six years later, it’s fair to ask if Pouyanné was a little hasty.
On Nov. 17, a European human rights NGO filed a criminal complaint with the
national counterterrorism prosecutor’s office in Paris accusing TotalEnergies of
complicity in war crimes, torture and enforced disappearances, all in northern
Mozambique.
The allegations turn on a massacre, first reported by POLITICO last year, in
which Mozambican soldiers crammed about 200 men into shipping containers at the
gatehouse of a massive gas liquefaction plant TotalEnergies is building in the
country, then killed most of them over the next three months.
The complaint, submitted by the nonprofit European Centre for Constitutional and
Human Rights (ECCHR), alleges that TotalEnergies became an accomplice in the
“so-called ‘container massacre’” because it “directly financed and materially
supported” the Mozambican soldiers who carried out the executions, which took
place between June and September 2021.
“TotalEnergies knew that the Mozambican armed forces had been accused of
systematic human rights violations, yet continued to support them with the only
objective to secure its facility,” said Clara Gonzales, co-director of the
business and human rights program at ECCHR, a Berlin-based group specializing in
international law that has spent the past year corroborating the atrocity.
In response to the complaint, a company spokesperson in Paris said in a written
statement: “TotalEnergies takes these allegations very seriously” and would
“comply with the lawful investigation prerogatives of the French authorities.”
Last year, in response to questions by POLITICO, the company — through its
subsidiary Mozambique LNG — said it had no knowledge of the container killings,
adding that its “extensive research” had “not identified any information nor
evidence that would corroborate the allegations of severe abuses and torture.”
This week, the spokesperson repeated that position.
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Asked in May in the French National Assembly about the killings, Pouyanné
dismissed “these false allegations” and demanded the company’s accusers “put
their evidence on the table.” Questioned about the complaint on French
television this week, he again rejected the allegations and described them as a
“smear campaign” motivated by the fact that TotalEnergies produces fossil fuels.
The war crimes complaint is based on POLITICO’s reporting and other open-source
evidence. In the last year, the container killings have been confirmed by the
French newspaper Le Monde and the British journalism nonprofit Source Material.
The British Mozambique expert Professor Joseph Hanlon also said the atrocity was
“well known locally,” and an investigation carried out by UK Export Finance
(UKEF) — the British state lender, which is currently weighing delivery of a
$1.15 billion loan to Total’s project — has heard evidence from its survivors.
The massacre was an apparent reprisal for a devastating attack three months
earlier by ISIS-affiliated rebels on the nearby town of Palma, just south of the
border with Tanzania, which killed 1,354 civilians, including 55 of Total’s
workforce, according to a house-to-house survey carried out by POLITICO. Of
those ISIS murdered, it beheaded 330. TotalEnergies has previously noted that
Mozambique has yet to issue an official toll for the Palma massacre.
In March, a French magistrate began investigating TotalEnergies for involuntary
manslaughter over allegations that it abandoned its contractors to the
onslaught.
After the jihadis left the area in late June, Mozambican commandos based at
Total’s gas concession rounded up 500 villagers and accused them of backing the
rebels. They separated men from women and children, raped several of the women,
then forced the 180-250 men into two metal windowless shipping containers that
formed a rudimentary fortified entrance to Total’s plant.
There, the soldiers kept their prisoners in 30-degree-Celsius heat for three
months. According to eleven survivors and two witnesses, some men suffocated.
Fed handfuls of rice and bottle caps of water, others starved or died of thirst.
The soldiers beat and tortured many of the rest. Finally, they began taking them
away in groups and executing them.
Only 26 men survived, saved when a Rwandan intervention force, deployed to fight
ISIS, discovered the operation. A second house-to-house survey conducted by
POLITICO later identified by name 97 of those killed or disappeared.
Along with the new ECCHR complaint and the British inquiry, the killings are the
subject of three other separate investigations: by the Mozambican Attorney
General, the Mozambican National Human Rights Commission, and the Dutch
government, which is probing $1.2 billion in Dutch state financing for
TotalEnergies’ project.
This week’s complaint was lodged with the offices of the French National
Anti-Terrorism Prosecutor, whose remit includes war crimes. The prosecutor will
decide whether to open a formal inquiry and appoint an investigating
magistrate.
Should the case move ahead, TotalEnergies will face the prospect of a war crimes
trial.
Such an eventuality would represent a spectacular fall from grace for a business
that once held a central place in French national identity and a CEO whose
hard-nosed resolve made him an icon of global business.
Should a French court eventually find the company or its executives liable in
the container killings, the penalties could include fines and, possibly, jail
terms for anybody indicted.
How did TotalEnergies get here? How did Patrick Pouyanné?
‘POUYANNÉ PETROLEUM’
Born in Normandy in 1963, the son of a provincial customs official and a post
office worker, Pouyanné elevated himself to the French elite by winning
selection to the École Polytechnique, the country’s foremost engineering
university, and then the École des Mines, where France’s future captains of
industry are made.
Following a few years in politics as a minister’s aide, he joined the French
state petroleum company Elf as an exploration manager in Angola in 1996. After
moving to Qatar in 1999 as Elf merged with Total, Pouyanné ascended to the top
job at Total in 2014 after his predecessor, Christophe de Margerie, was killed
in a plane crash in Moscow.
Pouyanné led by reason, and force of will. “To be number one in a group like
Total … is to find yourself alone,” he said in 2020. “When I say ‘I don’t
agree,’ sometimes the walls shake. I realize this.”
A decade at the top has seen Pouyanné, 62, transform a company of 100,000
employees in 130 countries into a one-man show — “Pouyanné Petroleum,” as the
industry quip goes.
His frequent public appearances, and his unapologetically firm hand, have made
him a celebrated figure in international business.
“Patrick Pouyanné has done an extraordinary job leading TotalEnergies in a
complex environment, delivering outstanding financial results and engaging the
company in the energy transition quicker and stronger than its peers,” Jacques
Aschenbroich, the company’s lead independent director, said in 2023.
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Marc-Antoine Eyl-Mazzega, director of energy and climate at the French Institute
of International Relations, agreed. “His involvement is his strength,” he said.
“He’s able to take a decision quickly, in a much more agile and rapid way.”
Still, Eyl-Mazzega said, “I’m not sure everyone is happy to work with him. You
have to keep up the pace. There are often departures. He’s quite direct and
frank.”
Among employees, Pouyanné’s lumbering frame and overbearing manner has earned
him a nickname: The Bulldozer.
The moniker isn’t always affectionate. A former Total executive who dealt
regularly with him recalled him as unpleasantly aggressive, “banging fists on
the table.”
The effect, the executive said, has been to disempower the staff: “The structure
of Total is trying to guess what Pouyanné wants to do. You can’t make any
decisions unless it goes to the CEO.”
In a statement to POLITICO, TotalEnergies called such depictions “misplaced and
baseless.”
‘DON’T ASK US TO TAKE THE MORAL HIGH GROUND’
What’s not in dispute is how Pouyanné has used his authority to shape Total’s
answer to the big 21st-century oil and gas puzzle: how to square demand for
fossil fuels with simultaneous demands from politicians and climate campaigners
to eliminate them.
His response has been diversification, moving the company away from
high-emission fuels towards becoming a broad-based, ethical energy supplier,
centered on low-carbon gas, solar and wind, and pledging to reach net-zero
emissions by 2050. The change was symbolized by Pouyanné’s renaming of the
company TotalEnergies in 2021.
A second, more unsung element of Pouyanné’s strategy has been moving much of his
remaining fossil fuel operation beyond Western regulation.
Speaking to an audience at Chatham House in London in 2017, he said the catalyst
for his move to favor reserves in poorer, less tightly policed parts of the
planet was the penalties imposed on the British energy giant BP in the United
States following the 2010 Deepwater Horizon blowout, in which 11 men died and an
oil slick devastated the Gulf of Mexico coast.
Pouyanné declared that the fines — between $62 billion and $142 billion,
depending on the calculation used — represented an excessive “legal risk” to oil
and gas development in the West.
While other, more troubled territories came with their share of dangers,
Pouyanné put the cost of failure of any project outside the West at a more
manageable $2 to $3 billion, according to his Chatham House remarks.
As a way of assessing risk, it was efficient.
“Other players would spend a lot of money on consultancies and write 70 reports
to conclude that a project is risky,” Eyl-Mazzega said. “Pouyanné, on the other
hand, is prepared to take risks.”
Asked by the French Senate in 2024 how he chose where to invest, however,
Pouyanné admitted that his math was strictly about the bottom line.
“Don’t ask us to take the moral high ground,” he said.
‘A COLLAPSE WILL NOT PUT TOTAL IN DANGER’
The first oil and gas prospectors arrived in northern Mozambique in 2006 as part
of a Western effort to broaden supply beyond the Middle East. When Anadarko
found gas 25 miles out to sea in 2010, the talk was of Mozambique as the new
Qatar.
At 2.6 million acres, or about a third of the size of Belgium, Rovuma Basin Area
1 was a monster, thought to hold 75 trillion cubic feet of gas, or 1 percent of
all global reserves. An adjacent field, Area 4, quickly snapped up by
ExxonMobil, was thought to hold even more.
To cope with the volume of production, Anadarko’s Area 1 consortium drew up a
plan for a $20 billion onshore liquefaction plant. Together with ExxonMobil’s
field, the cost of developing Mozambique’s gas was estimated at $50 billion,
which would make it the biggest private investment ever made in Africa.
But in 2017, an ISIS insurgency emerged to threaten those ambitions.
By the time Pouyanné was preparing to buy Anadarko’s 26.5 percent share in Area
1 two years later, what had begun as a ragtag revolt against government
corruption in the northern province of Cabo Delgado had become a full-scale
Islamist rebellion.
Insurgents were taking ever more territory, displacing hundreds of thousands of
people and regularly staging mass beheadings.
Even under construction, the gas plant was a regular target. It was run by
Europeans and Americans, intending to make money for companies thousands of
miles away while displacing 2,733 villagers to build their concession and
banning fishermen from waters around their drill sites. After several attacks on
plant traffic to and from the facility, in February 2019, the militants killed
two project workers in a village attack and dismembered a contract driver in the
road.
A further risk had its origins in a ban on foreigners carrying guns. That made
the plant reliant for security on the Mozambican army and police, both of which
had a well-documented record of criminality and repression.
Initially, Pouyanné seemed unconcerned. The gas field was outside international
law, as Mozambique had not ratified the Rome Statute setting up the
International Criminal Court. And Pouyanné appeared to see the pursuit of
high-risk, high-reward projects almost as an obligation for a deep-pocketed
corporation, telling the Atlantic Council in May 2019, soon after he agreed the
Mozambique deal, that Total was so big, it didn’t need to care — at least, not
in the way of other, lesser companies or countries.
“We love risk, so we have decided to embark on the Mozambique story,” he said.
“Even if there is a collapse, [it] will [not] put Total in danger.”
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In September 2019, when Total’s purchase was formally completed, the company
declared in a press release: “The Mozambique LNG project is largely derisked.”
In one of several statements to POLITICO, TotalEnergies explained the term
echoed the boss’s focus on “the project’s commercial and financial fundamentals.
To infer this was a dismissal of security concerns amounts to a fundamental
misunderstanding of the way the sector operates.”
Still, for workers at the project, it was an arresting statement, given that a
Mozambique LNG worker had recently been chopped to pieces.
Around the same time, the project managers at Anadarko, many of whom were now
working for Total, tried to warn their new CEO of the danger posed by the
insurgency.
It was when they met Pouyanné, however, that “things then all started to
unwind,” said one.
Pouyanné regaled the team who had worked on the Mozambique project for years
with a speech “on how brilliant Total was, and how brilliantly Total was going
to run this project,” a second executive added.
Pouyanné added he had “a French hero” running the company’s security: Denis
Favier who, as a police commander, led a team of police commandos as they
stormed a hijacked plane on the tarmac at Marseille in 1994, and in 2015, as
France’s most senior policeman, commanded the operation to hunt and kill the
Islamist brothers who shot dead 12 staff at the Charlie Hebdo newspaper in
Paris.
“This is easy for him,” Pouyanné said.
Asked about the transition from Anadarko to Total, the company maintained it was
responsive to all concerns expressed by former Anadarko workers. “We are not
aware of any such dismissal of security concerns by TotalEnergies or its senior
management,” the company said. “It is incorrect to state that advice from the
ground was not listened to.”
Still, after meeting Pouyanné, the old Anadarko team called their Mozambique
staff together to brief them on their new boss.
“Well, holy shit,” one manager began, according to a person present. “We’ve got
a problem.”
‘VERY VULNERABLE’
A third former Anadarko staffer who stayed on to work for Total said that on
taking over, the company also put on hold a decision to move most contractors
and staff from hotels and compounds in Palma to inside its fortified camp — a
costly move that Anadarko was planning in response to deteriorating security.
“This was a danger I had worked so hard to eliminate,” the staffer said. “Palma
was very vulnerable. Almost nobody was supposed to be [there]. But Total
wouldn’t listen to me.”
Other measures, such as grouping traffic to and from the plant in convoys and
flanking them with drones, also ended. One project contractor who regularly made
the run through rebel territory described the difference between Anadarko and
Total as “night and day.”
Then in June 2020, the rebels captured Mocimboa da Praia, the regional hub, and
killed at least eight subcontractors. In late December that year, they staged
another advance that brought them to Total’s gates.
At that, Pouyanné reversed course and assumed personal oversight of the security
operation, the first Anadarko manager said. Despite no expertise in security,
“[he] had to get into every little last possible detail.”
The second executive concurred. “It went from, ‘I don’t care, we’ve got the best
security people in the business to run this’ to ‘Oh my God, this is a disaster,
let me micromanage it and control it,’” he said.
The company was “not aware of any … criticism that Mr. Pouyanné lacks the
necessary expertise,” TotalEnergies said, adding the CEO had “first-hand
experience of emergency evacuation … [from] when Total had to evacuate its staff
from Yemen in 2015.”
The insurgents’ advance prompted Pouyanné to order the evacuation of all
TotalEnergies staff. By contrast, many contractors and subcontractors, some of
them behind schedule because of Covid, were told to keep working, according to
email exchanges among contractors seen by POLITICO.
“Mozambique LNG did not differentiate between its own employees, its contractors
or subcontractors when giving these instructions,” the company said, but added
that it was not responsible for the decisions of its contractors.
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Then, in February 2021, Pouyanné flew to Maputo, the Mozambican capital, to
negotiate a new security deal with then Mozambican President Filipe Nyusi.
Afterward, the two men announced the creation of the Joint Task Force, a
1,000-man unit of soldiers and armed police to be stationed inside the
compound.
The deal envisaged that the new force would protect a 25-kilometer radius around
the gas plant, including Palma and several villages. In practice, by
concentrating so many soldiers and police inside the wire, it left Palma
comparatively exposed.
“It is incorrect to allege that Palma was left poorly defended,” the company
said. “However, it is a fact that these security forces were overwhelmed by the
magnitude and violence of the terrorist attacks in March 2021.” TotalEnergies
added it is not correct to say that “Mr. Pouyanné personally managed the
security deal setting up the Joint Task Force.”
‘TRAIN WRECK’
By this time, the company’s own human rights advisers were warning that by
helping to create the Joint Task Force — to which the company agreed to pay what
it described as “hardship payments” via a third party, as well as to equip it
and accommodate it on its compound — Pouyanné was effectively making
TotalEnergies a party to the conflict, and implicating it in any human rights
abuses the soldiers carried out.
Just as worrying was TotalEnergies’ insistence — according to a plant security
manager, and confirmed by minutes of a Total presentation on security released
under a Dutch freedom of information request — that all major security decisions
be handled by a 20-man security team 5,000 miles away in Paris.
That centralization seemed to help explain how, when the Islamists finally
descended on Palma on March 24, 2021, Total was among the last to know.
One Western security contractor told POLITICO he had pulled his people out 10
days before the assault, based on intelligence he had on guns and young men
being pre-positioned in town.
In the days immediately preceding the attack, villagers around Palma warned
friends and relatives in town that they had seen the Islamists advancing.
WhatsApp messages seen by POLITICO indicate contractors reported the same
advance to plant security on March 22 and March 23.
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Nonetheless, at 9 a.m. on March 24, TotalEnergies in Paris announced that it was
safe for its staff to return.
Hours later, the Islamists attacked.
“Neither Mozambique LNG nor TotalEnergies received any specific ‘advance
warnings’ of an impending attack prior to March 24,” the company said.
Faced with a three-pronged advance by several hundred militants, the plant
security manager said TotalEnergies’ hierarchical management pyramid was unable
to cope.
Ground staff could not respond to evolving events, paralyzed by the need to seek
approval for decisions from Paris.
Total’s country office in Maputo was also in limbo, according to the security
manager, neither able to follow what was happening in real-time, nor authorized
to respond.
‘WHO CAN HELP US?!’
Two decisions, taken as the attack unfolded, compounded the havoc wreaked by the
Islamists.
The first was Total’s refusal to supply aviation fuel to the Dyck Advisory Group
(DAG), a small, South African private military contractor working with the
Mozambican police.
With the police and army overrun, DAG’s small helicopters represented the only
functional military force in Palma and the only unit undertaking humanitarian
rescues.
But DAG’s choppers were limited by low supplies of jet fuel, forcing them to fly
an hour away to refuel, and to ground their fleet intermittently.
Total, as one of the world’s biggest makers of aviation fuel, with ample stocks
at the gas plant, was in a position to help. But when DAG asked Total in Paris
for assistance, it refused. “Word came down from the mountain,” DAG executive
Max Dyck said, “and that was the way it was going to be.”
Total has conceded that it refused fuel to DAG — out of concern for the
rescuers’ human rights record, the company said — but made fuel available to the
Mozambican security services. DAG later hired an independent lawyer to
investigate its record, who exonerated the company.
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A second problematic order was an edict, handed down by Pouyanné’s executives in
Paris in the months before the massacre, according to the plant security
manager, that should the rebels attack, gate security guards at the gas plant
were to let no one in.
It was an instruction that could only have been drawn up by someone ignorant of
the area’s geography, the man said.
If the Islamists blocked the three roads in and out of Palma, as conventional
tactics would prescribe, the only remaining ways out for the population of
60,000 would be by sea or air — both routes that went through TotalEnergies’s
facility, with its port and airport. By barring the civilians’ way, the company
would be exposing them.
So it proved. TotalEnergies soon had 25,000 fleeing civilians at its gates,
according to an internal company report obtained under a freedom of information
request by an Italian NGO, Recommon. Among the crowd were hundreds of project
subcontractors and workers.
Witnesses described to POLITICO how families begged TotalEnergies’ guards to let
them in. Mothers were passing their babies forward to be laid in front of the
gates. But TotalEnergies in Paris refused to allow its guards on the ground to
open up.
On March 28, the fifth day of the attack, Paris authorized a ferry to evacuate
1,250 staff and workers from the gas plant, and make a single return trip to
pick up 1,250 civilians, who had sneaked inside the perimeter. That still left
tens of thousands stranded at its gates.
On March 29, a TotalEnergies community relations manager in Paris made a
panicked call to Caroline Brodeur, a contact at Oxfam America.
“He’s like, ‘There’s this huge security situation in Mozambique!’” Brodeur said.
“An escalation of violence! We will need to evacuate people! Who can help us?
Which NGO can support us with logistics?’”
Thirty minutes later, the man called back. “Wait,” he told Brodeur. “Don’t do
anything.” TotalEnergies’ senior managers had overruled him, the man said. No
outsiders were to be involved.
“I think he was trying to do the right thing,” Brodeur said in an interview with
POLITICO. “But after that, Total went silent.”
Over the next two months, the jihadis killed hundreds of civilians in and around
Palma and the gas plant before the Rwandan intervention force pushed them out.
The second former Anadarko and Total executive said the rebels might have
attacked Palma, whoever was in charge at the gas project. But Total’s distant,
centralized management made a “train wreck … inevitable.”
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TotalEnergies said its response to the attack “mitigated as much as was
reasonably possible the consequences.” Confirming the phone call to Oxfam, it
added: “There was no effort by whoever within TotalEnergies to shut any
possibility for external assistance down.”
The company was especially adamant that Pouyanné was not at fault.
“The allegation that Mr. Pouyanné’s management of TotalEnergies exacerbated the
devastation caused by the attacks in Mozambique is entirely unsubstantiated,” it
said. “Mr. Pouyanné takes the safety and security of the staff extremely
seriously.”
In his television appearance this week, Pouyanné defended the company’s
performance. “We completely evacuated the site,” he said. “We were not present
at that time.”
He said he considered that TotalEnergies, whose security teams had helped “more
than 2,000 civilians evacuate the area,” “had carried out heroic actions.”
‘AN ALMOST PERFECT DINNER PARTY’
TotalEnergies’ troubles in Mozambique have come amid a wider slump in the
country’s fortunes and reputation.
Years of climate protests outside the company’s annual general meetings in
central Paris peaked in 2023 when police dispersed activists with batons and
tear gas. For the last two years, TotalEnergies has retreated behind a line of
security checks and riot police at its offices in Défense, in the western part
of Paris.
Though the company intended 2024, its centenary year, as a celebration, the
company succeeded mostly in looking past its prime. When Pouyanné took over in
2014, Total was France’s biggest company, and 37th in the world. Today, it is
France’s seventh largest and not even in the global top 100.
Several French media houses chose the occasion of TotalEnergies’ 100th birthday
to declare open season on the company, portraying it as a serial offender on
pollution, corruption, worker safety, and climate change.
Pouyanné has also presided over a rift with the French establishment. Last year,
when he suggested listing in New York to boost the stock, French President
Emmanuel Macron berated him in public.
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The division grew wider a few weeks later when the French Senate concluded a
six-month inquiry into the company with a recommendation that the formerly
state-owned enterprise be partly taken back into public ownership.
The company has faced five separate lawsuits, civil and criminal, claiming it is
breaking French law on climate protection and corporate conduct.
In a sixth case, brought by environmentalists in Paris last month, a judge
ordered TotalEnergies to remove advertising from its website claiming it was
part of the solution to climate change. Given the company’s ongoing investments
in fossil fuels, that was misleading, the judge said, decreeing that
TotalEnergies take down its messaging and upload the court’s ruling instead.
The Swedish activist Greta Thunberg has also led protests against TotalEnergies’
East Africa Crude Oil Pipeline. That project, intended to pump oil 1,000 miles
from Uganda across Tanzania to the Indian Ocean, is similarly embroiled in
accusations of human rights abuses, drawing criticism from the European
Parliament plus 28 banks and 29 insurance companies who have refused to finance
it.
Pouyanné has also taken hits to his personal brand. A low point came in 2022
when he chose the moment his countrymen were recovering from Covid and
struggling with soaring fuel prices to defend his salary of €5,944,129 a year.
He was “tired” of the accusation that he had received a 52 percent rise, he
wrote on Twitter. His pay, he added, had merely been restored to pre-pandemic
levels.
Overnight, the CEO became the unacceptable face of French capitalism. “Pouyanné
lives in another galaxy, far, far away,” said one TV host. Under a picture of
the CEO, an MP from the leftist France Unbowed movement wrote: “A name, a face.
The obstacle in the way of a nation.”
So heated and widely held is the contempt that in 2023 the company produced a
guide for its French employees on how to handle it. Titled “An Almost Perfect
Dinner Party,” the booklet lays out arguments and data that staff might use to
defend themselves at social occasions.
“Have you ever been questioned, during a dinner with family or friends, about a
controversy concerning the Company?” it asked. “Did you have the factual
elements to answer your guests?”
‘FALSE ALLEGATIONS’
The war crimes case lodged this week against TotalEnergies was filed in France,
despite the alleged crimes occurring in Mozambique, because, it argues,
TotalEnergies’ nationality establishes jurisdiction.
The case represents a dramatic example of the extension of international justice
— the prosecution in one country of crimes committed in another. A movement
forged in Nuremberg and Tokyo in the wake of World War II, the principles of
international justice have been used more recently by national and international
courts to bring warlords and dictators to trial — and by national courts to
prosecute citizens or companies implicated in abuses abroad where local justice
systems are weak.
U.S. courts have ordered ExxonMobil and banana giant Chiquita to stand trial for
complicity in atrocities committed in the late 1990s and early 2000s by soldiers
or militias paid to protect their premises in Indonesia and Colombia,
respectively.
Exxon settled a week before the case opened in 2023. A Florida court ordered
Chiquita to pay $38 million to the families of eight murdered Colombian men in
June 2024; Chiquita’s appeal was denied that October.
In Sweden, two executives from Lundin Oil are currently on trial for complicity
in war crimes after Sudanese troops and government militias killed an estimated
12,000 people between 1999 and 2003 as they cleared the area around a company
drill site. The executives deny the accusations against them.
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ECCHR has initiated several international justice cases. Most notably, in 2016,
it and another legal non-profit, Sherpa, filed a criminal complaint in Paris
against the French cement maker Lafarge, accusing its Syrian plant of paying
millions of dollars in protection money to ISIS. Earlier this month, Lafarge and
eight executives went on trial in Paris, accused of funding terrorism and
breaking international sanctions — charges they deny.
The war crimes complaint against TotalEnergies cites internal documents,
obtained under freedom of information requests in Italy and the Netherlands,
that show staff at the site knew the soldiers routinely committed human rights
abuses against civilians while working for the company.
There were “regular community allegations of JTF [Joint Task Force] human rights
violations,” read one, including “physical violence, and
arrests/disappearances.” The report also referred to “troops who were allegedly
involved in a [human rights] case in August [2021].” These were deemed so
serious that TotalEnergies suspended pay to all 1,000 Joint Task Force soldiers
and the army expelled 200 from the region, according to the internal document.
The ECCHR complaint accuses TotalEnergies and “X”, a designation leaving open
the possibility for the names of unspecified company executives to be added.
Among those named in the document’s 56 pages are Pouyanné and five other
TotalEnergies executives and employees. Favier, the company’s security chief, is
not among them.
TotalEnergies declined to make any of its executives or security managers
available for interviews.
In April 2024, when Pouyanné was questioned about his company’s Mozambique
operation by the French Senate, he stated that while the government was
responsible for the security of Cabo Delgado, “I can ensure the security of
whichever industrial premises on which I might operate.”
Asked about the container executions before the National Assembly this May,
Pouyanné reaffirmed his faith in the Mozambican state, saying: “I think we help
these countries progress if we trust their institutions and don’t spend our time
lecturing them.”
Apparently forgetting how he helped negotiate a security deal to place
Mozambican soldiers on Total’s premises, however, he then qualified this
statement, saying: “I can confirm that TotalEnergies has nothing to do with the
Mozambican army.”
A company spokesperson clarified this week: “TotalEnergies is not involved in
the operations, command or conduct of the Mozambican armed forces.”
In addition to the war crimes complaint, TotalEnergies’ Mozambique operation is
already the subject of a criminal investigation opened in March by French state
prosecutors. The allegation against the company is that it committed involuntary
manslaughter by failing to protect or rescue workers left in Palma when ISIS
carried out its massacre.
Though POLITICO’s previous reporting found that 55 project workers were killed,
TotalEnergies — through its subsidiary, Mozambique LNG — initially claimed it
lost no one. “All the employees of Mozambique LNG, its contractors and
subcontractors were safely evacuated from the Mozambique LNG Project site,”
Maxime Rabilloud, Mozambique LNG’s managing director, told POLITICO last year.
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That assertion notwithstanding, the death of at least one British subcontractor,
Philip Mawer, is the subject of a formal inquest in the U.K.
In December 2024, the company’s Paris press office adjusted its position on the
Palma attack. “TotalEnergies has never denied the tragedy that occurred in Palma
and has always acknowledged the tragic loss of civilian lives,” it told
POLITICO. For the first time, it also admitted “a small number” of project
workers had been stationed outside its secure compound during the attack and
exposed to the bloodbath.
A resolution to the French manslaughter investigation will take years. A
decision on whether to open a formal investigation into the new claims against
TotalEnergies for complicity in war crimes, let alone to bring the case to
trial, is not expected until 2026, at the earliest.
Should anyone eventually be tried for involuntary manslaughter, a conviction
would carry a penalty of three years in prison and a €45,000 fine in France,
escalating to five years and €75,000 for “a manifestly deliberate violation of a
particular obligation of prudence or safety.”
For complicity in war crimes, the sentence is five years to life.
‘CAN YOU ACTUALLY LOOK AT YOURSELF IN THE MIRROR?’
The war crimes accusation adds new uncertainty to the 20-year effort to develop
Mozambique’s gas fields.
In the aftermath of the 2021 Palma massacre, TotalEnergies declared a state of
“force majeure,” a legal measure suspending all contracted work due to
exceptional events.
The following four and a half years of shutdown have cost TotalEnergies $4.5
billion, in addition to the $3.9 billion that Pouyanné originally paid Anadarko
for the Mozambique operation. Billions more in costs can be expected before the
plant finally pumps gas, which Total now predicts will happen in 2029.
The manslaughter case and the war crimes complaint have the potential to cause
further holdups by triggering due diligence obligations from TotalEnergies’
lenders, preventing them from delivering loans of $14.9 billion — without which
Pouyanné has said his star project will collapse.
Total also faces a Friends of the Earth legal challenge to a $4.7 billion U.S.
government loan to the project.
A TotalEnergies spokesperson said this week that the project was able to “meet
due diligence requirements by lenders.”
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All this comes as the situation on the ground remains unstable. After a
successful Rwandan counter-attack from 2021 to 2023, the insurgency has
returned, with the Islamists staging raids across Cabo Delgado, including Palma
and the regional hub of Mocimboa da Praia.
The International Organization for Migration says 112,185 people fled the
violence between September 22 and October 13. Among those killed in the last few
months were two gas project workers — a caterer, murdered in Palma, and a
security guard, beheaded in a village south of town.
TotalEnergies has consistently said that neither recent legal developments nor
the upsurge in ISIS attacks will affect its plans to formally reopen its
Mozambique operation by the end of the year.
“This new complaint has no connection with the advancement of the Mozambique LNG
project,” a spokesperson said this week.
Pouyanné himself has spent much of this year insisting the project is “back on
track” and its financing in place. In October, in a move to restart the project,
the company lifted the force majeure.
Still, in a letter seen by POLITICO, Pouyanné also wrote to Mozambican President
Daniel Chapo asking for 10 more years on its drilling license and $4.5 billion
from the country to cover its cost overruns.
Mozambique, whose 2024 GDP was $22.42 billion — around a tenth of TotalEnergies’
revenues for the year of $195.61 billion — has yet to respond.
A final issue for TotalEnergies’ CEO is whether a formal accusation of war
crimes will fuel opposition to his leadership among shareholders.
At 2024’s annual general meeting, a fifth of stockholders rejected the company’s
climate transition strategy as too slow, and a quarter declined to support
Pouyanné for a fourth three-year term. In 2025, several institutional investors
expressed their opposition to Pouyanné by voting against his remuneration.
In the statement, the TotalEnergies spokesperson pointed to the 2023 comments by
Aschenbroich, the independent board member: “The Board unanimously looks forward
to his continued leadership and his strategic vision to continue TotalEnergies’
transition.”
Yet, there seems little prospect that his popularity will improve, inside or
outside the company. “Patrick Pouyanné is everyone’s best enemy,” says Olivier
Gantois, president of the French oil and gas lobby group UFIP-EM, “the scapegoat
we love to beat up on.”
Recently, the 62-year-old Pouyanné has begun to sound uncharacteristically
plaintive. At TotalEnergies’ 2022 shareholder meeting, he grumbled that the
dissidents might not like CO2 emissions, “but they sure like dividends.”
At last year’s, he complained that TotalEnergies was in an impossible position.
“We are trying to find a balance between today’s life and tomorrow’s,” he said.
“It’s not because TotalEnergies stops producing hydrocarbons that demand for
them will disappear.”
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TotalEnergies’ articles of association require Pouyanné to retire before he
reaches 67, in 2030, around the time that TotalEnergies currently forecasts gas
production to begin in Mozambique.
Henri Thulliez, the lawyer who filed both criminal complaints against
TotalEnergies in Paris, predicts Pouyanné’s successors will be less attached to
the project — for the simple reason that Mozambique turned out to be bad
business.
“You invest billions in the project, and the project has been completely
suspended for four years now,” Thulliez says. “All your funders are hesitating.
You’re facing two potential litigations in France, maybe at some point
elsewhere, too. You have to ask: what’s the point of all of this?”
As for Pouyanné, two questions will haunt his final years at TotalEnergies, he
suggests.
First, “Can shareholders afford to keep you in your job?”
Second, “Can you actually look at yourself in the mirror?”
Aude Le Gentil and Alexandre Léchenet contributed to this report.