DUBLIN — Neutral and poorly armed Ireland — long viewed as “Europe’s blind spot”
— announced Thursday it will spend €1.7 billion on improved military equipment,
capabilities and facilities to deter drones and potential Russian sabotage of
undersea cables.
The five-year plan, published as Defense Minister Helen McEntee visited the
Curragh army base near Dublin, aims in part to reassure European allies that
their leaders will be safe from attack when Ireland — a non-NATO member largely
dependent on neighboring Britain for its security — hosts key EU summits in the
second half of next year.
McEntee said Ireland intends to buy and deploy €19 million in counter-drone
technology “as soon as possible, not least because of the upcoming European
presidency.”
Ireland’s higher military spending — representing a 55 percent increase from
previous commitments — comes barely a week after a visit by Ukrainian President
Volodymyr Zelenskyy exposed Ireland’s inability to secure its own seas and
skies.
Five unmarked drones buzzed an Irish naval vessel supposed to be guarding the
flight path of Zelenskyy’s plane shortly after the Ukrainian leader touched down
at Dublin Airport. The Irish ship didn’t fire at the drones, which eventually
disappeared. Irish authorities have been unable to identify their source, but
suspect that they were operated from an unidentified ship later spotted in
European Space Agency satellite footage. The Russian embassy in Dublin denied
any involvement.
Ireland’s navy has just eight ships, but sufficient crews to operate only two at
a time, even though the country has vast territorial waters containing critical
undersea infrastructure and pipelines that supply three-fourths of Ireland’s
natural gas. The country has no fighter jets and no military-grade radar and
sonar.
Some but not all of those critical gaps will be plugged by 2028, McEntee
pledged.
She said Ireland would roll out military-grade radar starting next year, buy
sonar systems for the navy, and acquire up to a dozen helicopters, including
four already ordered from Airbus. The army would upgrade its Swiss-made fleet of
80 Piranha III armored vehicles and develop drone and anti-drone units. The air
force’s fixed-wing aircraft will be replaced by 2030 — probably by what would be
Ireland’s first wing of combat fighters.
Thursday’s announcement coincided with publication of an independent assessment
of Ireland’s rising security vulnerabilities on land, sea and air.
The report, coauthored by the Dublin-based think tank IIEA and analysts at
Deloitte, found that U.S. multinationals operating in Ireland were at risk of
cyberattacks and espionage by Russian, Chinese and Indian intelligence agents
operating in the country.
Tag - Natural gas
The soldiers separated the villagers by gender and stripped them of their money
and phones. Around 180 people, mostly men, were crammed into two shipping
containers. A woman gave birth beside the doors. No one was given food or water.
Then, over three months, the soldiers took most of the men away and executed
them.
These scenes — detailed in a human rights report commissioned by the Netherlands
— lay out further evidence that Mozambican government soldiers in the pay of
TotalEnergies were responsible for a 2021 massacre first revealed by POLITICO.
They are based on the testimony of four witnesses to a July-September 2021
massacre in the makeshift gatehouse of a vast gas plant being built by the
French energy giant in northern Mozambique. Only 26 of the imprisoned men would
survive.
Released this week as the British and Dutch governments announced they were
pulling some $2.2 billion in support for the gas plant, the collected accounts
closely match those from a 2024 investigation by POLITICO. They pile further
pressure on a project already plagued by a local insurgency and two criminal
cases.
On Tuesday, after the release of the report, TotalEnergies said its stance on
the massacre remained unaltered. It has previously claimed its own “extensive
research” into the allegations has “not identified any information nor evidence
that would corroborate the allegations of severe abuses and torture.”
The four accounts — from a survivor, a person who knew one of those detained,
and two eyewitnesses — were collected independently of each other and from
POLITICO, which was not informed that the government-funded think tank
Clingendael was reinvestigating the atrocity.
Total’s project in Mozambique has an estimated cost of $20.5 billion. | Gallo
Images/Getty Images
They will provide further ammunition for a criminal complaint alleging that
TotalEnergies was complicit in war crimes because it “directly financed and
materially supported” Mozambican soldiers protecting its compound from an
ISIS-linked insurgency.
The company has said it “firmly rejects all such accusations.”
In March, a French state prosecutor also announced the opening of a formal
criminal investigation into TotalEnergies over allegations of involuntary
manslaughter at its Mozambican operation.
At the center of that inquiry is an accusation that, three months before the
container killings, the company abandoned contractors who were building its gas
plant to a devastating ISIS attack in March 2021 on the adjacent town of Palma.
A house-to-house survey carried out by POLITICO found 1,354 civilians were
killed in that attack, 330 of them beheaded. Other reporting established that 55
of those dead were from TotalEnergies’ workforce. The company, which has claimed
it lost none of its workforce during the attack, denies the accusations.
WIDESPREAD ABUSE
The Dutch report indicates the container massacre was part of a systematic
pattern of mass rape and execution in reprisal for the ISIS attack carried out
by the army against villagers living around TotalEnergies’ plant.
With ISIS militants roaming the area for weeks after their attack on Palma,
25,000 to 30,000 people sought shelter outside Total’s gates, which “exacerbated
the already dire humanitarian situation,” the report reads.
“By June 2021, the situation had become catastrophic, with people (including
many children) reported to be dying on a daily basis due to starvation, disease
or a lack of medical treatment,” the report reads. The army’s response was to
steal aid, and sell looted food at inflated prices.
It was also at this point that an army “unable to distinguish ‘villagers’ from
‘terrorists,’” took its revenge on the civilian population.
“Villagers reported discovering bodies in surrounding farmland, widely believed
to be victims of [army] violence,” reads the report. “Eyewitnesses also
reported cases of sexual violence. In [one village], locals described drunk
soldiers entering homes without permission and raping women.”
In another village, a random survey of 60 households found that 57 percent of
them had at least one member who had been killed.
Those crammed by the soldiers into the containers endured three months of
physical abuse, according to the report. According to the survivor, one day a
large group was taken away. “Others were removed in smaller groups, never to
return. The survivor believes that they were interrogated and executed.”
Human rights and environmental campaigners called on TotalEnergies to reconsider
its project in the light of the loss of life and abuse. | Luisa Nhantumbo/EPA
Upon their release, a survivor said that a soldier told them never to talk about
the killings. “Those who died, died — it was war,” the soldier said. “If anyone
asks, say the others were in different containers and are still coming.”
In May, an investigation by U.K. Export Finance, which had pledged to lend
Total’s project $1.15 billion, heard directly from two of the 26 survivors of
the atrocity via video calls from Mozambique. The British state lender has not
yet made its findings public.
Total’s project in Mozambique has an estimated cost of $20.5 billion. It is part
of a wider natural gas development that, at $50 billion, was once hailed as the
largest private investment ever made in Africa.
PROCEEDING AS PLANNED
In the wake of the Dutch report, human rights and environmental campaigners
called on TotalEnergies to reconsider its project in the light of the loss of
life and abuse.
“It has been blatantly clear for years that this project is a disaster for local
communities and for the climate,” said Antoine Bouhey of Reclaim Finance.
Adam McGibbon of Oil Change International called on other lenders to “pull out
too and put an end to this nightmare project forever.”
On Tuesday, TotalEnergies said its gas project was proceeding as planned and
that its other lenders had “unanimously agreed to provide additional equity” to
fill the shortfall created by the British and Dutch withdrawal.
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.
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.
BELÉM, Brazil — The Trump administration slammed the door on clean energy. China
is sending the message it’s open for business.
The signs are not hard to find in the sweltering, dimly lit convention center in
the Amazon where delegates from nearly 200 countries are debating the Earth’s
future.
China’s section of the United Nations climate summit’s main hall features
5-foot-tall poster boards boasting of the country’s battery and electrical
projects, from Egypt to Indonesia to Brazil. Corporate “partners” listed on the
back wall include CATL, the world’s largest manufacturer of electric car
batteries. BYD, the crown jewel of China’s world-leading electric vehicle
empire, is an official sponsor of the summit, as is fellow Chinese electric
carmaker GWM.
Even Chinese President Xi Jinping’s personal brand is on display at the U.N.
gathering, known as COP30, which is scheduled to end Friday. Visitors to the
Chinese pavilion can find shrink-wrapped copies of books collecting his writings
and speeches.
Meanwhile, the United States is absent from the summit for the first time ever,
as President Donald Trump disavows any participation in addressing a climate
crisis that he calls a “hoax.” That’s not just a setback for the planet, climate
supporters say. They say it also symbolizes a self-inflicted economic threat, as
the U.S. abandons the growing worldwide market for EVs, solar panels, wind
turbines and other clean technologies — and cedes it to China.
“It’s not about electric power. This is about economic power,” said California
Gov. Gavin Newsom, one of the few prominent American politicians at the summit,
during a press conference here last week. He said Trump “simply doesn’t
understand how enthusiastic President Xi is today that the Trump administration
is nowhere to be found at COP30.”
China does not yet show any signs that it’s trying to fill the role the U.S. has
sometimes played at the annual climate talks: joining with the EU in pushing for
all countries to make more ambitious climate commitments. While it has publicly
lamented the U.S. exit from the U.N. dialogue, China still describes itself as a
developing country and has proposed only modestly ambitious greenhouse gas
reduction goals for its own economy.
The Chinese are an undeniably major presence in Belém, however — Beijing’s 789
delegates make up the second-largest national contingent at the summit, behind
the 3,805 people representing the host country, Brazil, and just ahead of
Nigeria, according to an independent analysis of U.N. records. The official U.S.
delegation has consisted solely of Sen. Sheldon Whitehouse (D-R.I.), who said
the State Department set up impediments to his two-day visit that ended
Saturday.
Trump’s hostility to clean energy is a turnaround from former President Joe
Biden’s administration, which pursued big-spending green policies — backed
by protectionist tax rules that irked allies in Europe — in an attempt to
compete with Chinese dominance.
Some developing countries had welcomed Biden’s assertiveness, saying it offered
an alternative to the onerous conditions that often come from accepting Chinese
infrastructure and energy assistance. But that option is rapidly fading after
Trump signed a Republican-backed law stripping away Biden’s green energy
subsidies.
“Most of the equipment, we are buying from China,” said an official from an East
African government who was granted anonymity to avoid retribution from the Trump
administration. “The market has been broken. Under Biden, people were motivated
to buy things from the U.S.”
Others attending the summit said they believe Trump’s policies will eventually
leave the U.S. itself dependent on China as the global energy market shifts to
cleaner products. That trend could hollow out the U.S. industrial core, said
Nigel Topping, chair of the Climate Change Committee that advises the U.K.
government.
“It won’t be long before we have a queue of American governors begging BYD to
set up electric car factories in the States,” Topping said.
FOSSIL FUELS NOT DEAD YET
Trump is articulating a starkly different vision: supplying the world’s growing
energy demands with U.S. fossil fuels. He has backed up his talk with action,
including using trade threats to undermine international climate agreements and
pressure countries to buy more American oil and natural gas.
The approach seizes on the fact that the U.S. is the world’s top oil and gas
producer, a role it was already using for geopolitical advantage during the
Biden era. Trump and his aides maintain that switching to green energy sources
would only strengthen China’s stranglehold on wind, solar, battery, electric
vehicle and rare earth supply chains.
“President Trump wasted no time reversing Joe Biden’s Green New Scam, which
significantly contributed to the worst inflation crisis in modern American
history, drove up energy prices across the country, and stifled economic
growth,” White House spokesperson Taylor Rogers said in a statement. “By
unleashing American energy, we are strengthening our grid stability, making
energy affordable for families and businesses, and protecting our national
security.”
The White House’s stance contains an inherent bet — that the world is not on the
verge of a dramatic pivot to clean energy.
“You will hear people go, ‘Well, the U.S. is peddling fossil fuels, and the
Chinese are pushing renewables,’” said George David Banks, an international
climate aide during Trump’s first term. “Well, yeah, that’s because that’s what
we have, and that’s what they have.”
Trump’s vision of a future flush with fossil fuels got some validation last week
from the Paris-based International Energy Agency, whose recent track record of
projecting massive increases in green energy has made it a target of
conservatives in Washington. The IEA’s newest forecast includes a much different
scenario based on nations’ existing laws that predicts worldwide oil and gas
consumption will keep growing through 2050.
But the IEA report also includes an alternative scenario — accounting for
policies that countries plan to adopt — which envisions a future of rising
renewable energy deployment, with fossil fuel use peaking before 2030.
The energy think tank Ember said Thursday that wind and solar power expanded
quickly enough during the first three quarters of 2025 to meet all the world’s
new power demands, and it projected that fossil fuel power generation will not
increase this year for the first time since the Covid-19 pandemic.
A pledge that countries made at the 2023 U.N. climate summit to triple renewable
energy capacity by 2030 appears within reach, Ember said.
Wagering the United States’ economic future on the continued dominance of fossil
fuels is foolish, former Vice President Al Gore said in an interview in Belém.
“It’s a tragedy that Donald Trump has shot the U.S. economy in both feet and
hobbled our ability to compete more effectively with China,” Gore said, pointing
to Ember’s data showing that green technology exports from China exceed the
value of all fossil fuel exports from the U.S. “One sector is an appreciating
asset, the other is a diminishing asset, and the U.S. is on the wrong side of
that equation.”
During the two days of world leaders’ speeches preceding this month’s summit,
Chinese Vice Premier Ding Xuexiang took a veiled shot at Trump’s trade and clean
energy policies.
“China is ready to work with all parties to unswervingly promote green and
low-carbon development,” he said.
‘LARGE INVESTMENTS FIRST’
The United States still has a big footprint at COP30, of course — even if the
federal government doesn’t.
U.S. companies such as GE Vernova, Baker Hughes, Citibank and Bank of America
attended the summit, noted Marty Durbin, president of the U.S. Chamber of
Commerce’s Global Energy Institute. He said those businesses will pursue clean
energy projects regardless of who occupies the White House or whether the
president sends anyone to the talks.
“Are we winning in that race?” Durbin said before a slight pause. “We’re in the
race. And we’re going to continue to be part of that.”
But others said they believe Trump’s policies will leave the U.S. in the lurch.
While some foreign clean energy companies have exited the U.S. as an immediate
response to Trump’s policy reversals, they will avoid the country altogether in
the medium and long terms “if you cannot trust in it,” said Anne Simonsen,
climate policy head of the business group Danish Industry.
At the same time, China is going all in.
China has poured huge direct investments into building clean technology and
electric vehicle factories in emerging economies. In Brazil, Chinese investment
in the electricity sector last year spiked 115 percent to $1.43 billion, with 69
percent of total Chinese-backed projects consisting of green energy and
sustainability, according to the Brazil-China Business Council. Rich and poor
nations have benefited from Chinese oversupply to buy cut-rate gear to meet
clean energy goals.
That approach and Chinese investments have transformed economies, said André
Aranha Corrêa do Lago, president of the COP30 summit.
China “added the elements that I believe were missing” from the world’s green
energy transition, Corrêa do Lago said Nov. 10 at a press conference. “One of
them is scale. The other is technology. And the other is the fact that as a
developing country, it needs to bring solutions that are affordable to more
people.”
But he acknowledged in a separate interview with POLITICO that while China’s
gusher of less-expensive technology could help address climate change more
quickly, relying on one supplier creates other complications.
China is “indisputably” the leader in all green technology, much of which is
high quality, said Juan Carlos Monterrey Gómez, Panama’s climate envoy and chief
negotiator. He said U.S. automakers are “shit-scared” that they won’t be able to
catch up with Chinese models, a worry that Newsom also espoused in several
public comments.
As an economist by trade, Monterrey Gómez said he too worries about the world
relying so much on one supplier. Still, he said he sees no major alternative at
the moment.
“They did fast investments, large investments first,” he said. “That’s why
they’re benefiting from this.”
Sara Schonhardt contributed to this report from Belém, Brazil.
BELÉM, Brazil — United Nations climate summits have for years ended with bold
promises to stave off global warming. But those commitments often fade when
nations go home.
Three years ago, in a resort city on the Red Sea, delegates from nearly 200
countries approved what they hailed as a historic fund to help poorer nations
pay for climate damages — but it’s at risk of running dry. A year later,
negotiations a few miles from Dubai’s gleaming waterfront achieved
the first-ever worldwide pledge to turn away from fossil fuels — but production
of oil and natural gas is still rising, a trend championed by the new
administration in Washington.
That legacy is casting a shadow over this year’s conference near the mouth of
the Amazon River, which the host, Brazil, has dubbed a summit of truth.
Days after the gathering started last week, nations were still sorting out what
to do with contentious issues that have typically held up the annual
negotiations. As the talks opened, Brazilian President Luiz Inácio Lula da Silva
said the world must “fight” efforts to deny the reality of climate change —
decades after scientists concluded that people are making the Earth hotter.
That led one official to offer a grim assessment of global efforts to tackle
climate change, 10 years after an earlier summit produced the sweeping Paris
Agreement.
“We have miserably failed to accomplish the objective of this convention, which
is the stabilization of greenhouse gases in the atmosphere,” said Juan Carlos
Monterrey Gómez, Panama’s climate envoy and lead negotiator, during an interview
at the conference site in Belém, Brazil.
“Additional promises mean nothing if you didn’t achieve or fulfill your previous
promises,” he added.
It hasn’t helped that the U.S. is skipping the summit for the first time, or
that President Donald Trump dismisses climate change as a hoax and urged the
world to abandon efforts to fix it. But Trump isn’t the only reason for stalled
action. Economic uncertainty, infighting and political backsliding have stymied
green measures in both North America and Europe.
In other parts of the world, countries are embracing the economic opportunities
that the green transition offers. Many officials in Belém point to signs that
progress is underway, including the rapid growth of renewables and electric
vehicles and a broader understanding of both the world’s challenges and the
means to address them.
“Now we talk about solar panels, electric cars, regenerative agriculture,
stopping deforestation, as if we have always talked about those things,” said
Ana Toni, the summit’s executive director. “Just in one decade, the topic
changed totally. But we still need to speed up the process.”
Still, analysts say it’s become inevitable that the world’s warming will exceed
1.5 degrees Celsius since the dawn of the industrial era, breaching the target
at the heart of the Paris Agreement. With that in mind, countries are huddling
at this month’s summit, known as COP30, with the hope of finding greater
alignment on how to slow rising temperatures.
But how credible would any promises reached in Brazil be? Here are five pledges
achieved at past climate summits — and where they stand now:
MOVING AWAY FROM FOSSIL FUELS
The historic 2023 agreement to “transition away” from fossil fuels, made at the
COP28 talks in Dubai, was the first time that nearly 200 countries agreed to
wind down their use of oil, natural gas and coal. Though nonbinding, that
commitment was even more striking because the talks were overseen by the chief
executive of the United Arab Emirates’ state-owned oil company.
Just two years later, fossil fuel consumption is on the rise, despite rapid
growth of wind and solar, and many of the world’s largest oil and gas producers
plan to drill even more. The United States — the world’s biggest economy, top
oil and gas producer and second-largest climate polluter — is pursuing a fossil
fuel renaissance while forsaking plans to shift toward renewables.
The president of the Dubai summit, Sultan al-Jaber, said at a recent energy
conference that while wind and solar would expand, so too would oil and gas, in
part to meet soaring demand for data centers. Liquefied natural gas would grow
65 percent by 2050, and oil will continue to be used as a feedstock for plastic,
he said.
“The exponential growth of AI is also creating a power surge that no one
anticipated 18 months ago,” he said in a press release from the Abu Dhabi
National Oil Co., where he remains managing director and group CEO.
The developed world is continuing to move in the wrong direction on fossil
fuels, climate activists say.
“We know that the world’s richest countries are continuing to invest in oil and
gas development,” said Bill Hare, a climate scientist who founded Climate
Analytics, a policy group. “This simply should not be happening.”
The Paris-based International Energy Agency said last week that oil and gas
demand could grow for decades to come. That statement marked a reversal from the
group’s previous forecast that oil use would peak in 2030 as clean energy takes
hold. Trump’s policies are one reason for the pivot.
Still, renewables such as wind and solar power are soaring in many countries,
leading analysts to believe that nations will continue to shift away from fossil
fuels. How quickly that will happen is unknown.
“The transition is underway but not yet at the pace or scale required,” said a
U.N. report on global climate action released last week. It pointed to large
gaps in efforts to reduce fossil fuel subsidies and abate methane pollution.
Lula opened this year’s climate conference by calling for a “road map” to cut
fossil fuels globally. It has earned support from countries such as Colombia,
Germany, Kenya and the United Kingdom. But it’s not part of the official agenda
at these talks, and many poorer countries say what they really need is funding
and support to make the shift.
TRIPLE RENEWABLE ENERGY, DOUBLE ENERGY EFFICIENCY
This call also emerged from the 2023 summit, and was considered a tangible
measure of countries’ progress toward achieving the Paris Agreement’s
temperature targets.
Countries are on track to meet the pledge to triple their renewable energy
capacity by 2030, thanks largely to a record surge in solar power, according to
energy think tank Ember.
It estimates that the world is set to add around 793 gigawatts of new renewable
capacity in 2025, up from 717 gigawatts in 2024, driven mainly by China.
“If this pace continues, annual additions now only need to grow by around 12
percent a year from 2026 to 2030 to reach tripling, compared with 21 percent
originally needed,” said Dave Jones, Ember’s chief analyst. “But governments
will need to strengthen commitments to lock this in.”
The pledge to double the world’s energy efficiency by 2030, by contrast, is a
long way behind. While efficiency improvements would need to grow by 4 percent a
year to reach that target, they hit only 1 percent in 2024.
‘LOSS AND DAMAGE’ FUND
When the landmark fund for victims of climate disasters was established at the
2022 talks in Sharm El-Sheikh, Egypt, it offered promise that billions of
dollars would someday flow to nations slammed by hurricanes, droughts or rising
seas.
Three years later, it has less than $800 million — only a little more than it
had in 2023.
Mia Mottley, prime minister of Barbados, excoriated leaders this month for not
providing more. Her rebuke came little more than a week after Hurricane Melissa,
one of the strongest tropical cyclones ever seen in the Atlantic, swept across
the Caribbean.
“All of us should hold our heads down in shame, because having established this
fund a few years ago in Sharm El-Sheikh, its capital base is still under $800
million while Jamaica reels from damage in excess of $7 billion, not to mention
Cuba or the Bahamas,” she said.
Last week, the fund announced it was allocating $250 million for financial
requests to help less-wealthy nations grapple with “damage from slow onset and
extreme climate-induced events.” The fund’s executive director, Ibrahima Cheikh
Diong, said the call for contributions was significant but also a reminder that
the fund needs much more money.
Richard Muyungi, chair for the African Group of Negotiators and Tanzania’s
climate envoy, said he expects additional funds will come from this summit,
though not the billions needed.
“There is a chance that the fund will run out of money by next year, year after
next, before it even is given a chance to replenish itself,” said Michai
Robertson, a senior finance adviser for the Alliance of Small Island States.
GLOBAL METHANE PLEDGE
Backed by the U.S. and European Union, this pledge to cut global methane
emissions 30 percent by 2030 was launched four years ago at COP26 in Glasgow,
Scotland, sparking a wave of talk about the benefits of cutting methane, a
greenhouse gas with a relatively short shelf life but much greater warming
potential than carbon dioxide.
“The Global Methane Pledge has been instrumental in catalyzing attention to the
issue of methane, because it has moved from a niche issue to one of the critical
elements of the climate planning discussions,” said Giulia Ferrini, head of the
U.N. Environment Program’s International Methane Emissions Observatory.
“All the tools are there,” she added. “It’s just a question of political will.”
Methane emissions from the oil and gas sector remain stubbornly high, despite
the economic benefits of bringing them down, according to the IEA. The group’s
latest methane tracker shows that energy-based methane pollution was around 120
million tons in 2024, roughly the same as a year earlier.
Despite more than 150 nations joining the Global Methane Pledge, few countries
or companies have devised plans to meet their commitments, “and even fewer have
demonstrated verifiable emissions reductions,” the IEA said.
The European Union’s methane regulation requires all oil and gas operators to
measure, report and verify their emissions, including importers. And countries
and companies are becoming more diligent about complying with an international
satellite program that notifies companies and countries of methane leaks so they
can repair them. Responses went from just 1 percent of alerts last year to 12
percent so far in 2025.
More work is needed to achieve the 2030 goal, the U.N. says. Meanwhile, U.S.
officials have pressured the EU to rethink its methane curbs.
Barbados and several other countries are calling for a binding methane pact
similar to the Montreal Protocol, the 1987 agreement that’s widely credited with
saving the ozone layer by phasing out the use of harmful pollutants.
That’s something Paris Agreement architect Laurence Tubiana hopes could happen.
“I’m just in favor of tackling this very seriously, because the pledge doesn’t
work [well] enough,” she said.
CLIMATE FINANCE
In 2009, wealthy countries agreed to provide $100 billion annually until 2025 to
help poorer nations deal with rising temperatures. At last year’s climate talks
in Azerbaijan, they upped the ante to $300 billion per year by 2035.
But those countries delivered the $100 billion two years late, and many nations
viewed the new $300 billion commitment with disappointment. India, which
expressed particular ire about last year’s outcome, is pushing for new
discussions in Brazil to get that money flowing.
“Finance really is at the core of everything that we do,” Ali Mohamed, Kenya’s
climate envoy, told POLITICO’s E&E News. But he also recognizes that governments
alone are not the answer. “We cannot say finance must only come from the public
sector.”
Last year’s pledge included a call for companies and multilateral development
banks to contribute a sum exceeding $1 trillion by 2035, but much of that would
be juiced by donor nations — and more countries would need to contribute.
That is more important now, said Jake Werksman, the EU’s lead negotiator.
“As you know, one of the larger contributors to this process, the U.S., has
essentially shut down all development flows from the U.S. budget, and no other
party, including the EU, can make up for that gap,” he said during a press
conference.
Zack Colman and Zia Weise contributed to this report from Belém, Brazil.
ATHENS — Athens and Kyiv signed an agreement on Sunday for Ukraine to import
liquified natural gas to help meet the country’s winter energy needs, as Greece
becomes the first EU country to actively participate in the U.S. plan to replace
“every last molecule of Russian gas” with American LNG.
The plan calls for U.S. LNG deliveries routed through Greece from next month to
March 2026 via the vertical gas corridor, a newly activated pipeline system for
natural gas that includes pipelines, LNG terminals and storage facilities.
The project — actively lobbied by the U.S. — is intended to provide energy to
Eastern Europe, including Ukraine, with Greece being the entry point for U.S.
gas going up to Bulgaria, Romania, Hungary and farther north to Ukraine and
Moldova.
“Ukraine gains direct access to diversified and reliable energy sources, while
Greece becomes a hub for supplying Central and Eastern Europe with American
liquefied natural gas,” Prime Minister Kyriakos Mitsotakis said, emphasizing
Greece’s growing role as an energy hub.
The agreement will “cover nearly €2 billion needed for gas imports to compensate
for the losses in Ukrainian production caused by Russian strikes,” Zelenskyy
said in a statement Sunday.
The deal was signed during a visit by Zelenskyy to Athens, attended by
Mitsotakis, Greek Energy Minister Stavros Papastavrou and U.S. Ambassador
Kimberly Guilfoyle. The agreement signed on Sunday formalized a declaration of
intent between Greece’s gas company DEPA Commercial and Ukraine’s Naftogaz.
Greece aims to showcase its importance as an entry point for American LNG,
bolstering Europe’s independence from Russian gas. Athens last week signed a
20-year deal to import 700 million cubic meters of U.S. LNG a year starting in
2030, aiming to boost U.S. LNG shipments from Greece to its northern European
neighbors.
“What we see for the future of Greece and the United States is Greece being an
energy hub and showing this energy dominance that both of our countries can
experience and work together cooperatively to achieve tremendous outcomes,”
Ambassador Guilfoyle said in an interview with Antenna TV on Thursday.
The deal was signed during a visit by Zelenskyy to Athens, attended by
Mitsotakis, Greek Energy Minister Stavros Papastavrou and U.S. Ambassador
Kimberly Guilfoyle. | Clive Brunskill/Getty Images
“Cooperation within the framework of the ‘vertical corridor’ may prove to be
more decisive for peace and prosperity in the region than NATO,” Energy Minister
Papastavrou told a conference in Athens on Tuesday.
In addition to the U.S. LNG deal, Greece has opened its waters to gas
exploration for the first time in more than four decades, with American help,
under an agreement signed with ExxonMobil, the U.S.’s biggest oil company, along
with Greece’s Energean and HelleniQ Energy.
“This is understood and portrayed to be significantly adding to Greece’s value
added as a commercial partner and geopolitical ally,” said Harry Tzimitras,
director of the Peace Research Institute Oslo Cyprus Centre.
But he also noted criticisms of Greece’s energy push, including environmental
consequences, financial challenges and geopolitical risks.
“These span the whole gamut of the project’s aspects: Greece would have to
double its storage capacity … requiring extensive construction of depots and LNG
facilities with serious potential environmental footprint,” Tzimitras said.
“U.S. LNG is currently very expensive, straining energy budgets; the likelihood
of geopolitical antagonisms is heightened; and the whole project is identified
as going against the efforts to achieve environmental targets, contributing to
the delay in transitioning to renewable energy sources,” he said.
Jamie Dettmer is opinion editor and a foreign affairs columnist at POLITICO
Europe.
This winter is shaping up to be the most hazardous of the war for Ukraine — at
least since the early months of the invasion nearly four years ago, when
Russia’s armored columns were closing in on Kyiv.
Back then, doughty Ukrainian resistance, the 2,000 anti-tank missiles Britain
supplied just weeks before the invasion and Russian tactical incompetence saved
the day — along with President Volodymyr Zelenskyy’s defiant refusal of an
American offer to evacuate him.
Now Ukraine is facing another crunch winter — one that heroism and improvisation
might not be able to overcome. That’s in part because the country’s fate won’t
entirely be in its own hands. A lot will rest with Western allies as the
Ukrainians struggle through the frigid weeks and months to grapple with three
huge challenges.
First, Ukraine will face a funding crisis as 2025 turns into 2026 and is on
course to run out of cash in February unless Belgium lifts its block on an
audacious plan to issue a €140 billion reparations loan using immobilized
Russian Central Bank assets held in a securities depository based in Brussels.
The proposed scheme would see the EU exchange the Russian assets for zero-coupon
AAA bonds, with the cash going to Kyiv. Ukraine would only have to repay in the
event Moscow agrees to pay Kyiv war reparations.
But as the clock ticks toward a make-or-break EU summit next month, there are
few signs of the deadlock being broken between EU officials and the Belgian
government, which is worried about legal claims against it and retaliation from
Russia. And the problem has only been complicated by Slovakia’s Prime Minister
Robert Fico announcing last week that he will also oppose using Russian frozen
assets to fund Ukraine’s defense spending.
Without the reparations loan, the EU will be hard-pressed to come up with the
funding Ukraine needs, which is even more urgent now that U.S. financial support
has been discontinued under President Donald Trump. Without the reparations
loan, it seems highly unlikely that member countries will agree instead to
borrow the funds on the market. Cash-strapped governments are not keen on the
idea of being on the hook to pay the interest.
That might leave a “coalition of the willing” to try to raise funds against the
backdrop of political turmoil in Kyiv and a mounting hue and cry over corruption
allegations. This week, a former business associate of Zelenskyy fled the
country as independent corruption investigators charged him and six others over
an illegal scheme to control key state-owned enterprises, including Energoatom,
Ukraine’s nuclear energy agency.
Defense procurement corruption is also in the sights of investigators and,
according to people close to the investigation, who asked not to be identified,
more raids will take place shortly on the Ukrainian defense ministry as part of
a probe into inflated procurement contracts.
“All of this is very bad timing just as Brussels has to decide on more funding
for Kyiv,” a foreign adviser to the Ukrainian government told POLITICO. “This is
causing the Ukrainians tremendous problems in terms of convincing Western allies
to continue funding. And it’s ammunition for those in the MAGA crowd and those
in Central Europe, the Hungarians for example, to say, ‘Why are we doing this?’”
A former Ukrainian official, who also was granted the right not to be identified
in order to discuss sensitive issues, said he expected Western funding and
weapons would continue as Ukraine is “too big to fail.” But Brussels will
communicate very strongly behind the scenes its displeasure and tie more tightly
some future project funding to reforms.
The second problem is on the battlefield, where Ukraine is coming under
increasing pressure from Russian forces and on the brink of losing the town of
Pokrovsk, an important logistical and transport hub where fighting has been
raging for more than a year.
Slovakia’s Prime Minister Robert Fico announcing last week that he will also
oppose using Russian frozen assets to fund Ukraine’s defense spending. | Tetiana
Dzhafarova/Getty Images
Losing Pokrovsk would trigger a new stage in the battle for Donetsk and give the
Russians greater leeway in trying to overrun the 25 percent of the region it
hasn’t managed to seize. It would put Russian commanders in a stronger position
to threaten the strategically significant towns of Kramatorsk and Sloviansk.
What’s adding to worries is that Ukrainian commanders may have been tactically
outmatched in the battle for Pokrovsk, having fallen for a Russian ruse in
August when they were seemingly hoodwinked by a Russian offensive on the
neighboring town of Dobropillia.
“The Russians distracted our generals with a breakthrough at Dobropillia, then
used this to break through at Pokrovsk,” said Mariana Bezuhla, a lawmaker who’s
a strident critic of the Ukrainian Armed Forces commander, General Oleksandr
Syrskyi.
Bezuhla, a former deputy chair of the Parliamentary Committee on National
Security and Defense, isn’t alone in thinking Ukrainian commanders made tactical
errors in Pokrovsk, including diverting reinforcements to Dobropillia at a key
moment.
Now there’s concern that the Russians are seeking to capitalize on Ukraine’s
rearguard action in Pokrovsk by mounting forays into Dnipropetrovsk region in
the south and Zaporizhzhia. “Despite the heroism and modernity of many people in
the Armed Forces of Ukraine, the Ukrainian army’s decision-making system simply
can’t keep up and is being jerked around within a framework set by the enemy,”
Bezuhla added.
The battle for Pokrovsk has again highlighted Ukraine’s severe manpower
shortage. In some sections of the front line, Russia enjoys a 10-to-1 manpower
advantage. In the countryside, that isn’t such a problem as drones and
remote-controlled systems dominate the battlefield. But when engagements involve
close-quarter combat in urban settings, as in Pokrovsk, the Russians have an
advantage.
Aside from worries over funding and what’s happening on the battlefield, there’s
the third big challenge of the winter — the energy war.
In past winters, Ukrainians were focused on keeping the lights on as Russian
airstrikes relentlessly pummeled its power grid, part of the Kremlin’s strategy
to enlist “General Winter” to exhaust Ukrainians’ stubborn spirit of resistance.
Thanks to Ukrainian improvisation and engineering ingenuity in patching up the
damaged system, along with energy imports from Europe, the lights largely stayed
on — albeit with rolling blackouts and outages, among the worst back in October
2022.
This time round, though, the Russian attacks are of much greater magnitude and
the Ukrainians don’t have the air defenses to cope, nor are they likely to get
them soon. On top of that, Russia has adjusted its tactics by targeting not only
the power grid but also Ukraine’s natural gas infrastructure. Sixty percent of
Ukrainians rely on natural gas to keep their homes warm.
With the Ukrainian winter just a month away, the country may have lost a third
of its natural gas production capacity, possibly more. In early October,
Bloomberg reported that 60 percent of domestic production capacity had been
disabled in strikes on facilities in Poltava and Kharkiv, Ukraine’s main gas
extraction regions. Authorities subsequently claimed that repairs had restored
half of what was lost.
But attacks have come thick and fast since, in what Sergii Koretskyi, chairman
of Naftogaz, the state-owned national oil and gas company, has dubbed “acts of
terrorism.” In just one October week alone, a series of three Russian strikes
targeted gas extraction facilities in the regions of Kharkiv, Sumy and
Chernihiv. The size of the challenge was highlighted over the weekend with yet
another massive attack on Ukraine’s energy and gas infrastructure, which plunged
a large part of the country into the cold and dark.
Former Energy Minister Olga Bohuslavets has warned: “It is already clear that
this winter will be much harder than all previous ones.”
It is indeed going to be a hard winter for Ukraine. The big question is whether
the country will emerge in good enough shape to resist a bad peace deal being
foisted on it.
BRUSSELS — On the same day world leaders arrived at the COP30 summit in Brazil
to push for more action on climate change, Greece announced it will start
drilling for fossil fuels in the Mediterranean Sea — with U.S. help.
Under the deal, America’s biggest oil company, ExxonMobil, will explore for
natural gas in waters northwest of the picturesque island of Corfu, alongside
Greece’s Energean and HELLENiQ ENERGY.
It’s the first time in more than four decades that Greece has opened its waters
for gas exploration — and the administration of U.S. President Donald Trump is
claiming it as a victory in its push to derail climate action and boost the
global dominance of the U.S. fossil fuel industry.
It comes three weeks after the U.S. successfully halted a global deal to put a
carbon tax on shipping, with the support of Greece.
“There is no energy transition, there is just energy addition,” said U.S.
Interior Secretary and energy czar Doug Burgum, who was present at the signing
ceremony in Athens on Thursday, alongside U.S. Secretary of Energy Chris Wright
and the new U.S. Ambassador to Greece Kimberly Guilfoyle.
“Greece is taking its own natural resources, and we are working all together
toward energy abundance,” Burgum added, describing Greece’s Prime Minister
Kyriakos Mitsotakis as a leader who “bucks the trend.”
Only a few hours later, U.N. secretary-general Antonio Guterrez made an
impassioned plea for countries to stop exploring for coal, oil and gas.
“I’ve consistently advocated against more coal plants and fossil fuel
exploration and expansion,” he said at a COP30 leaders’ summit in Belém, Brazil.
Donald Trump was not among the many world leaders present.
NOT LISTENING
“America is back and drilling in the Ionian Sea,” said Guilfoyle, the U.S.
ambassador, at the Athens ceremony.
Drilling for natural gas — a fossil fuel that is a major contributor to global
warming — is expected to start late next year, or early 2027.
Greece’s Minister of Environment and Energy, Stavros Papastavrou, hailed the
agreement as a “historic signing” that ends a 40-year hiatus in exploration.
Last month, Greece and Cyprus — both major maritime countries — were the only
two EU countries that voted to halt action for a year on a historic effort to
tax climate pollution from shipping. Greece claimed its decision had nothing to
do with U.S. pressure, which several people familiar with the situation said
included threats to negotiators.
Thursday’s ceremony took place on the sidelines of the sixth Partnership for
Transatlantic Energy Cooperation (P-TEC) conference, organized in Athens by the
U.S. and Greek governments, along with the Atlantic Council.
Greece aims to showcase its importance as an entry point for American liquefied
natural gas (LNG), bolstering Europe’s independence from Russian gas. LNG from
Greece’s Revithoussa terminal is set to reach Ukraine this winter through the
newly activated “Vertical Corridor,” an energy route linking Greece, Bulgaria,
Romania and Moldova.
President Donald Trump is no longer content to stand aloof from the global
alliance trying to combat climate change. His new goal is to demolish it — and
replace it with a new coalition reliant on U.S. fossil fuels.
Trump’s increasingly assertive energy diplomacy is one of the biggest challenges
awaiting the world leaders, diplomats and business luminaries gathering for a
United Nations summit in Brazil to try to advance the fight against global
warming. The U.S. president will not be there — unlike the leaders of countries
including France, Germany and the United Kingdom, who will speak before
delegates from nearly 200 nations on Thursday and Friday. But his efforts to
undermine the Paris climate agreement already loom over the talks, as does his
initial success in drawing support from other countries.
“It’s not enough to just withdraw from” the 2015 pact and the broader U.N.
climate framework that governs the annual talks, said Richard Goldberg, who
worked as a top staffer on Trump’s White House National Energy Dominance Council
and is now senior adviser to the think tank Foundation for Defense of
Democracies. “You have to degrade it. You have to deter it. You have to
potentially destroy it.”
Trump’s approach includes striking deals demanding that Japan, Europe and other
trading partners buy more U.S. natural gas and oil, using diplomatic
strong-arming to deter foreign leaders from cutting fossil fuel pollution,
and making the United States inhospitable to clean energy investment.
Unlike during his first term, when Trump pulled out of the Paris Agreement but
sent delegates to the annual U.N. climate talks anyway, he now wants to render
them ineffective and starved of purpose by drawing as many other countries as
possible away from their own clean energy goals, according to Cabinet officials’
public remarks and interviews with 20 administration allies and alumni, foreign
diplomats and veterans of the annual climate negotiations.
Those efforts are at odds with the goals of the climate summits, which included
a Biden administration-backed pledge two years ago for the world to transition
away from fossil fuels. Slowing or reversing that shift could send global
temperatures soaring above the goals set in Paris a decade ago, threatening a
spike in the extreme weather that is already pummeling countries and economies.
The White House says Trump’s campaign to unleash American oil, gas and coal is
for the United States’ benefit — and the world’s.
“The Green New Scam would have killed America if President Trump had not been
elected to implement his commonsense energy agenda — which is focused on
utilizing the liquid gold under our feet to strengthen our grid stability and
drive down costs for American families and businesses,” White House spokesperson
Taylor Rogers said in a statement. “President Trump will not jeopardize our
country’s economic and national security to pursue vague climate goals that are
killing other countries.”
‘WOULD LIKE TO SEE THE PARIS AGREEMENT DIE’
The Trump administration is declining to send any high-level representatives to
the COP30 climate talks, which will formally begin Monday in Belém, Brazil,
according to a White House official who declined to comment on the record about
whether any U.S. government officials would participate.
Trump’s view that the annual negotiations are antithetical to his energy and
economic agenda is also spreading among other Republican officials. Many GOP
leaders, including 17 state attorneys general, argued last month that attending
the summit would only legitimize the proceedings and its expected calls for
ditching fossil fuels more swiftly.
Climate diplomats from other countries say they’ve gotten the message about
where the U.S. stands now — and are prepared to act without Washington.
“We have a large country, a president, and a vice president who would like to
see the Paris Agreement die,” Laurence Tubiana, the former French government
official credited as a key architect of the 2015 climate pact, said of the
United States.
“The U.S. will not play a major role” at the summit, said Jochen Flasbarth,
undersecretary in the German Ministry of Environmental Affairs. “The world is
collectively outraged, and so we will focus — as will everyone else — on
engaging in talks with those who are driving the process forward.”
Trump and his allies have described the stakes in terms of a zero-sum contest
between the United States and its main economic rival, China: Efforts to reduce
greenhouse gas emissions, they say, are a complete win for China, which sells
the bulk of the world’s solar, wind, battery and electric vehicle technology.
That’s a contrast from the approach of former President Joe Biden, who pushed a
massive U.S. investment in green technologies as the only way for America to
outcompete China in developing the energy sources of the future. In the Trump
worldview, stalling that energy transition benefits the United States, the
globe’s top producer of oil and natural gas, along with many of the technologies
and services to produce, transport and burn the stuff.
“If [other countries] don’t rely on this technology, then that’s less power to
China,” said Diana Furchtgott-Roth, who served in the U.S. Transportation
Department during Trump’s first term and is now director of the Center for
Energy, Climate and Environment at the conservative think tank the Heritage
Foundation.
TRUMP FINDS ALLIES THIS TIME
Two big developments have shaped the president’s new thinking on how to
counteract the international fight against climate change, said George David
Banks, who was Trump’s international climate adviser during the first
administration.
The first was the Inflation Reduction Act that Democrats passed and Biden signed
in 2022, which promised hundreds of billions of dollars to U.S. clean energy
projects. Banks said the legislation, enacted entirely on partisan lines, made
renewable energy a political target in the minds of Trump and his fossil-fuel
backers.
The second is Trump’s aggressive use of U.S. trading power during his second
term to wring concessions from foreign governments, Banks said. Trump has
required his agencies to identify obstacles for U.S. exports, and the United
Nations’ climate apparatus may be deemed a barrier for sales of oil, gas and
coal.
Trump’s strategy is resonating with some fossil fuel-supporting nations,
potentially testing the climate change comity at COP30. Those include emerging
economies in Africa and Latin America, petrostates such as Saudi Arabia, and
European nations feeling a cost-of-living strain that is feeding a resurgent
right wing.
U.S. Energy Secretary Chris Wright drew applause in March at a Washington
gathering called the Powering Africa Summit, where he called it “nonsense” for
financiers and Western nations to vilify coal-fired power. He also asserted that
U.S. natural gas exports could supply African and Asian nations with more of
their electricity.
Wright cast the goal of achieving net-zero greenhouse gas pollution by 2050 —
the target dozens of nations have embraced — as “sinister,” contending it
consigns developing nations to poverty and lower living standards.
The U.S. about-face was welcome, Sierra Leone mining and minerals minister
Julius Daniel Mattai said during the conference. Western nations had kneecapped
financing for offshore oil investments and worked to undercut public backing for
fossil fuel projects, Mattai said, criticizing Biden’s administration for only
being interested in renewable energy.
But now Trump has created room for nations to use their own resources, Mattai
said.
“With the new administration having such a massive appetite for all sorts of
energy mixes, including oil and gas, we do believe there’s an opportunity to
explore our offshore oil investments,” he said in an interview.
TURNING UP THE HEAT ON TRADING PARTNERS
Still, Banks acknowledged that Trump probably can’t halt the spread of clean
energy. Fossil fuels may continue to supply energy in emerging economies for
some time, he said, but the private sector remains committed to clean energy to
meet the U.N.’s goals of curbing climate change.
That doesn’t mean Trump won’t try.
The administration’s intent to pressure foreign leaders into a more
fossil-fuel-friendly stance was on full display last month at a London meeting
of the U.N.’s International Maritime Organization where U.S. Cabinet secretaries
and diplomats succeeded in thwarting a proposed carbon emissions tax on global
shipping.
That coup followed a similar push against Beijing a month earlier, when Mexico —
the world’s biggest buyer of Chinese cars — slapped a 50 percent tariff on
automotive imports from China after pressure from the Trump administration.
China accused the U.S. of “coercion.”
Trump’s attempt to flood global markets with ever growing amounts of U.S. fossil
fuels is even more ambitious, though so far incomplete.
The EU and Japan — under threat of tariffs — have promised to spend hundreds of
billions of dollars on U.S. energy products. But so far, new and binding
contracts have not appeared.
Trump has also tried to push China, Japan and South Korea to invest in a $44
billion liquefied natural gas project in Alaska, so far to no avail.
In the face of potential tariffs and other U.S. pressure, European ministers and
diplomats are selling the message that victory at COP30 might simply come in the
form of presenting a united front in favor of climate action. That could mean
joining with other major economies such as China and India, and forming common
cause with smaller, more vulnerable countries, to show that Trump is isolated.
“I’m sure the EU and China will find themselves on opposite sides of many
debates,” said the EU’s lead climate negotiator, Jacob Werksman. “But we have
ways of working with them. … We are both betting heavily on the green
transition.”
Avoiding a faceplant may actually be easier if the Trump administration does
decide to turn up in Brazil, said Li Shuo, the director of China Climate Hub at
the Asia Society Policy Institute in Washington.
“If the U.S. is there and active, I’d expect the rest of the world, including
the EU and China, to rest aside their rhetorical games in front of a larger
challenge,” Li wrote via text.
And for countries attending COP, there is still some hope of a long-term win.
Solar, wind, geothermal and other clean energy investments are continuing apace,
even if Trump and the undercurrents that led to his reelection have hindered
them, said Nigel Purvis, CEO of climate consulting firm Climate Advisers and a
former State Department climate official.
Trump’s attempts to kill the shipping fee, EU methane pollution rules and
Europe’s corporate sustainability framework are one thing, Purvis said. But when
it comes to avoiding Trump’s retribution, there is “safety in numbers” for the
rest of the world that remains in the Paris Agreement, he added. And even if the
progress is slower than originally hoped, those nations have committed to
shifting their energy systems off fossil fuels.
“We’re having slower climate action than otherwise would be the case. But we’re
really talking about whether Trump is going to be able to blow up the regime,”
Purvis said. “And I think the answer is ‘No.’”
Nicolas Camut in Paris, Zia Weise in Brussels and Josh Groeneveld in Berlin
contributed to this report.