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МЭА: электрификация спасет промышленность Европы

Глава Международного энергетического агентства Фатих Бирол в интервью Euronews заявил, что ЕС должен принять «эпоху электричества», чтобы укрепить промышленную конкурентоспособность.

ЧИТАТЬ ДАЛЕЕ : http://ru.euronews.com/2026/05/28/electrification-is-the-answer-to-save-europes-industry-the-iea-tells-euronews

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03:05to get some jet fuel from United States and from Nigeria to compensate this gap from Middle East.
03:14So, which means that we are now sort of okay when we are entering the traveling season,
03:21but we are going to pay much higher for flying here or there.
03:28And, of course, that takes us to the idea that this is not necessarily a supply crisis, but a price
03:32crisis.
03:32I do want to ask you. Exactly. But also, let's not forget that many companies, after I made this announcement,
03:38many companies, the Lufthansa, the Scandinavian, the Ryanair, and all of them, KLM, they cut their flights.
03:47And they cut their flights. And just on this point, because I think this is very important,
03:52some certainly in Brussels believed that statements like that, they were contributing to fear mongering.
03:58Is that something that you would go, no, this is my duty and I had to say what I said,
04:02and I stand by those comments?
04:04Our motto is very clear. No fear, no favor. We look at the data, we say, give a wake-up
04:11call to the countries.
04:12And if we didn't give this wake-up call, they wouldn't rush to get from Nigeria and United States.
04:18And thanks to them, thanks to our wake-up call, they were able to get some jet fuel from U
04:25.S. and Nigeria,
04:26which barely now addresses the problem.
04:29So, in that sense, is the situation, the outlook now for Europe, looking relatively better compared to two months ago?
04:38Or is this still uncertainty? Because we're seeing the Commission just got their forecast for growth this year.
04:42Yes. I wouldn't say better, but less worse than before.
04:47And what does that mean this year?
04:49Until, of course, we don't know what will happen with the Strait of Hormuz,
04:52I very much hope that very soon we get a fully and unconditional opening of the Strait of Hormuz.
04:59If it doesn't happen, the problem with the jet fuel and diesel and beyond will be with us for weeks
05:07to come.
05:07And is there a timeline that you foresee?
05:10Because the Trump administration has been saying now for weeks that there is a plan.
05:14Manifestedly, the Strait of Hormuz is still shut.
05:16So, is there a timeline that you work with?
05:18Yes. I very much hope that the Strait of Hormuz is open fully and unconditionally because in the absence of
05:27the opening of the Strait,
05:29we will have serious problems with both the energy sector but also the agricultural sector because a lot of fertilizers
05:38go from the Strait.
05:40And the problem is the following.
05:43The month of July and August, we are starting the traveling season, demand goes up, and also planting season for
05:52the farmers.
05:53So, we are seeing on one hand the supply, the production of the energy and the fertilizers are going down.
06:03And at the same time, the demand is going up because of the seasonal movements.
06:08The U.S. was very critical of the Europeans, certainly in the context of NATO, that they are not, quote,
06:13doing enough to reopen the Strait of Hormuz.
06:16Is there a form of criticism on the Europeans on your part or do you understand where they are coming
06:20from?
06:20They cannot just open this overnight and this is a global crisis.
06:24Yeah. I mean, geopolitical situation is very fragile and it is not a secret that there are different views between
06:32the countries,
06:33even the two sides of the Atlantic, but despite that, I can tell you that one of the reasons why
06:39we are not in a worse shape today,
06:42International Energy Agency, us, on the 11th of March, I announced that we released 400 million dollars of oil.
06:50It was a historical release.
06:50It was a historical release.
06:51It gave a lot of comfort to the market and we were able to get this release unanimously.
06:58United States and Europe came together, together with Japan and the other countries, so it was a real success story.
07:04But at some point, the market is going to look at it and say, is this enough if the Strait
07:09of Hormuz does not reopen?
07:10Do you foresee another release will be needed this year?
07:14That release brought the price of $20 down, which is very good, very important for Europe and for everybody in
07:21the world,
07:22most people in the world, I should say.
07:24And it was, even though it was historic, $400 million, it was only 20% of the reserves we have.
07:32Still 80% is here.
07:34If it is needed, we will be ready to release those stocks when it is decided.
07:40So this is something that you contemplate and that you believe the different members, the U.S., the Europeans, and
07:46not just,
07:47will participate if a second round is needed?
07:49So we are, of course, always monitoring the markets if there is a need or not.
07:53I am discussing with the government leaders in Europe, U.S., Japan, Korea, and the others.
08:00If there is a need, we are ready to act immediately.
08:03And you're thinking this would be by the summer if you get to Q3 and there is still no resolution?
08:08Is there a date you work with or this is just an intention?
08:11No, this is a plan.
08:14If it is in place, if there is a need, and we will decide when it is, depending on the
08:19market conditions,
08:20especially what will happen with the state of Hormuz.
08:24This is not necessarily a supply crisis.
08:26The oil could be pumping.
08:28The issue is, well, the Gulf countries have been attacked and you cannot get the oil out through the Strait
08:32of Hormuz.
08:32So it is a pricing issue for the Europeans.
08:34There's a lot of concern in Europe that, given the background of what happened in 2022,
08:39the EU cannot enter another bidding war.
08:42We've seen the Italian prime minister, very critical, saying oil at this level,
08:46this is really hurting the industry.
08:49What's the alternative?
08:50What can be done?
08:51So, in fact, as a world, we are a bit fortunate because before we entered this crisis, before the 28th
08:58of February,
08:59we had a lot of oil in the markets, a surplus of oil.
09:03And after this crisis has started, we used the surplus and we released some stocks.
09:10We are using that as well.
09:12And the stocks are coming to almost a zero line.
09:17If the stocks continue to come down so much, plus the July-August demand is going up because of the
09:24traveling season,
09:24so I would call we are entering the red zone in terms of the implications on the markets.
09:32What does it mean?
09:33It means we may well see the inflation numbers in Europe and beyond will go up.
09:40Economic growth will suffer.
09:42Europe will definitely, once again, after Russia's invasion of Ukraine, we already went through this difficult time.
09:50We may face again a difficult time if the situation is not better and if the problem with the hormones
09:57is not solved.
09:59And a difficult time means what?
10:01Because there is a disagreement among members of the EU that the Commission has not put forward all the measures
10:06that it could.
10:07Some member states say this is a real crisis.
10:10It's a quiet crisis because the spike in prices is not overnight, but it has stayed elevated for a long
10:15time now.
10:16What more can be done?
10:17Do you understand the frustrations of Georgia Meloni, let's say?
10:20She's been very vocal about this.
10:21I think this is all the leaders in Europe are concerned about this, I can tell you.
10:27All the European leaders, but not only Europe.
10:29I was in the UK.
10:31It's everywhere around the world.
10:33The Japanese prime minister, the Australian prime minister, but Europe is at the heart of it.
10:37Because we already went through this four years ago.
10:41It is the second time in a very short period of time.
10:44The European industry says they cannot deal with this again after four years.
10:46I hope not, but I am afraid we will see some difficult times in terms of our economy.
10:54The inflation numbers will go up.
10:56And also our economic growth in Europe will suffer.
11:01The issue is not whether it will suffer or not, how much it is going to suffer.
11:07This is my issue.
11:08So the earlier the state of France is opened in a fully and unconditional way, the better it is for
11:15our economy.
11:15Because, of course, the world has said they will not pay any duties to the regime in Iran.
11:20The Europeans have been clear.
11:21They will not pay for passage.
11:22But I want to ask you, as you say, the question is how bad this will get.
11:26This is already triggered in a conversation that perhaps this is the moment to revisit some of the sanctions on
11:31Russia.
11:32We've seen the U.S. extend this waiver.
11:34The U.K. seems to be thinking maybe not directly, but yes, to third countries.
11:37The European Union says this is not the time to ease the pressure on the Russians.
11:42Is that a scenario that you foresee ultimately this conversation is inevitable?
11:46So we talked about the oil crisis in the 1970s.
11:51Europe was a reaction to that.
11:53Europe made a lot of good things, but also some, I think, wrong choices.
12:01For example, many European countries at that time thought to over-reliance on the Middle East was a risky thing,
12:08which is true.
12:09Diagnosis is true.
12:10But as a solution, Europe pivoted to Russia.
12:15Over-reliance on Russia was a big mistake for Europe, and we paid for that during the year of 2022.
12:22And in my view, knocking on the door for Russia again would be a major mistake.
12:31We made this mistake once.
12:32Once it's a mistake, doing it a second time is not a mistake.
12:36So you're saying to knock on the door of Russia, Vladimir Putin would be not just a strategic mistake, but
12:42almost a fatal error for the Europeans.
12:44I, to be honest with you, there are many other options that Europe should look into, which are more secure
12:53in terms of the energy system and in terms of the foreign and defense policies.
12:59And there's been, of course, a commission repeating in light of that conversation of the Russian sanctions that the goal
13:05is now to accelerate the green transition and produce clean and accessible homegrown energy.
13:10The problem is there's a very clear political pushback.
13:12There's this idea that has really manifested in a part of the European public opinion that green energy is not
13:19the solution.
13:20It will not provide security, and it also comes at a cost premium.
13:23Is this the end of the green wave for the Europeans?
13:28First of all, it is green or clean, whatever you call it, renewables will get a major, major boost from
13:38this.
13:38But not only renewables, nuclear power will get a strong boost.
13:42Of course, both renewables and nuclear power will be the response to this.
13:49But from one day to another, we cannot replace all the oil and gas we have here with renewables and
13:57nuclear power.
13:58We should push them, but in the meantime, we should try to bring our oil and gas from countries, from
14:06regions,
14:07which are not posing threat to European sovereignty, European economy, and will not use energy as a weapon in the
14:16international affairs.
14:18And that you look at the U.S., although some would argue at this point their relationship is very rocky.
14:22Also, you look at Norway and a number of other countries that you could point to.
14:26But there's, again, the question of the price differentiation.
14:29The European industry says at this point they already suffer from the scars of 2022,
14:33and they cannot compete on equal footing when it comes to China and the U.S.
14:37Do you hear this criticism and what can be done?
14:40So, again, the mistake we made after 1970s to, from overlandish and Middle East going to overlandish and Russia is
14:50a huge mistake, a major mistake.
14:53And in my view, the golden rule, my golden rule number one for energy security is diversification.
14:59We have to diversify as much as possible, and this time we shouldn't have an over-reliance on one single
15:06country,
15:07but at the same time we should find the countries where we can import energy securely but at affordable prices.
15:16Do you worry there's an over-reliance?
15:18And I don't want to start a diplomatic incident, but is there an over-reliance on the U.S. as
15:22a provider of energy?
15:23The criticism has been in the context of this trade deal that was assigned that the Europeans are not developing
15:28as much their internal homegrown capacities
15:30because they're committing to billions, to facilities outside of the European Union.
15:34Is that the risk that you replace Russia with the United States under Trump?
15:38U.S. is a major oil and LNG gas exporter now, and it is very normal that Europe should get
15:48oil and gas from the United States.
15:51But whoever it is, it can be U.S., it can be Norway, it can be, we should diversify it.
15:58We shouldn't put all the eggs in one basket.
16:00This is the rule number one for me for the energy security.
16:03And I have two final questions on this point.
16:05There is a debate, certainly in the European Parliament, but also at the top levels of the European Commission,
16:11about what to do with some of the laws that have been approved.
16:14They have been approved.
16:15They are the law now.
16:15But the implementation, the dates, the timeline, perhaps suspending some of those green clauses, which now have become clean.
16:22Nobody talks about green.
16:23They talk about clean now.
16:24Is that a fair case?
16:26Is this the time to say, let's just stop adding things, take a breather.
16:30This is a crisis.
16:31Let's just pause it.
16:33Yeah.
16:33In my view, this crisis is a very important time for Europe to rethink its energy strategy, long-term energy
16:43strategy,
16:43because I believe European competitiveness and European sovereignty will critically hinge on what is our energy strategy.
16:53Now, we will use oil and gas for some time to come.
16:56It is impossible to replace it, but in my view, Europe's energy future is electrification.
17:03We will not suddenly discover in France or in Germany or in Poland somewhere a huge amount of oil and
17:10gas.
17:11It would have already been discovered.
17:13But electricity, we can generate electricity from renewables, from nuclear power, maybe from natural gas, from other things,
17:22and we should electrify our economies as much as possible.
17:27We should our transportation system as much as possible, electric cars.
17:33We should our heating homes.
17:33Why is it not happening, Dr. Burall?
17:35It is, I think, we have not yet given enough attention to this.
17:42For me, electrification is not an environmental issue, primarily.
17:47It is a sovereignty of Europe, defense of Europe, foreign police of Europe.
17:52European economy should be strong on its own feet.
17:56And if we want this, electrification is the future for me.
18:00And just as a final question, of course, this is happening in the context of a deeper debate,
18:04much back to the Mario Draghi report, in which he talks about the idea of defense, energy, the economy.
18:11Ultimately, this is a big package.
18:13You cannot look at them in silos.
18:15I wonder, however, are you disappointed, perhaps, at the pace of things in which things seem to be moving in
18:22Europe?
18:22The fact that we're still debating whether a nuclear will be part of a transition or not?
18:26Are you disappointed about the fact that the EU seems to not want to spend, perhaps, the money that Mario
18:32Draghi says will be needed?
18:34Is there still an element in which this machine is just not taken off?
18:39I mean, there is a lot of Europe bashing around the world.
18:42I travel around the world.
18:43I go to Asia, Latin America, North America.
18:47They bash Europe?
18:48No, they bash Europe.
18:49And I think the Europeans bash Europe more than the others themselves.
18:54Now, I tell you something.
18:55The Europeans bash themselves too much?
18:55Of course, too much, and they are a bit unfair to Europe, Europeans, but everybody else.
19:01Now, I have to tell you something.
19:02When I go around the world, if I ask the people in Asia, Latin America, North America, where would you
19:08like to live?
19:09Number one always comes to Europe, because Europe has the values which are very important for the humans, democratic values.
19:17We have great institutions, but in terms of energy, I am an energy man, I can talk about energy.
19:22We didn't make the right choices all the time.
19:24We made a lot of mistakes, but now we have to be very clear.
19:29Electrification is the future for our sovereignty, for our competitiveness, and if we make energy decisions right, I think Europe
19:38will be very strong in terms of its economy, foreign policy, and defense.
19:43I believe it is at the heart of energies now, at the heart of European competitiveness and sovereignty of the
19:50continent.
19:51Well, Dr. Fatah Rural, thank you so much for joining us on Euronews.
19:55Thank you.

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