Gazprom, Transdniestrie, and the Energy Crisis in Moldova: Geopolitical and Economic Stakes

The Transdniestria region of Moldova faces a major energy crisis following Gazprom's suspension of gas deliveries. This situation highlights the economic and geopolitical tensions in the region.

Share:

Transdniestria, a region of 500,000 inhabitants located between Moldova and Ukraine, is grappling with a severe energy crisis. Since January 2025, this enclave, historically supplied with free gas by the Russian giant Gazprom, has faced prolonged power and heating outages. This disruption follows the expiration of the transit agreement between Russia and Ukraine, complicating regional supply routes.

In response, Moldova, which also relies on Russian gas for part of its energy needs, has increased imports from Romania to prevent the crisis from spilling over to its own territory. However, Transdniestria remains in limbo, as the region’s separatist authorities have so far rejected alternative solutions proposed by the international community. These include purchasing gas through Moldovagaz, Moldova’s main energy company.

A Complex Geopolitical Context

The current situation highlights the deep tensions between Moldova and Russia. Since the 1992 war, Transdniestria has been outside Chisinau’s control and has benefited from Moscow’s economic and military support. This dependency is now under strain, with Russia leveraging its gas deliveries as a political tool. According to Moldovan Prime Minister Dorin Recean, the crisis aims to destabilize the pro-European government ahead of legislative elections scheduled for September.

Approximately 1,500 Russian troops remain stationed in Transdniestria under the guise of a peacekeeping mission. For Mr. Recean, their presence remains a barrier to a long-term resolution of the energy crisis. He advocates replacing this mission with a civilian initiative led by the United Nations, a proposal that has found little favor in Moscow.

Economic and Financial Implications

The cessation of Gazprom deliveries also reflects a financial dispute between the gas giant and Moldova over outstanding debts. In the absence of a resolution, the cost of the crisis continues to mount for both sides. While Moldova seeks to diversify its energy sources, it is striving to maintain economic stability amidst rising inflation and social tensions.

Meanwhile, Transdniestria is exploring local solutions to mitigate the economic impact on its industries, which are heavily dependent on gas for production. However, access to alternative energy sources remains limited, underscoring its structural dependence on Russia.

Regional Perspectives

As the European Union discusses expanded energy support for Moldova, the crisis’s implications extend far beyond national borders. The halt in Russian supplies risks further destabilizing a region already marked by conflicts in Ukraine. For observers, this situation underscores the need for increased regional coordination to address long-term energy and economic challenges.

The commissioning of LNG Canada, the first major Canadian liquefied natural gas export facility led by Shell, has not yet triggered the anticipated rise in natural gas prices in western Canada, still facing persistent oversupply.
Horizon Petroleum Ltd. is advancing towards the production launch of the Lachowice 7 gas well in Poland, having secured necessary permits and completed preliminary works to commence operations as early as next August.
European Union member states have requested to keep their national strategies for phasing out Russian gas by 2027 confidential, citing security concerns and market disruption risks, according to a document revealed by Reuters.
TotalEnergies becomes a member of PJM Interconnection, expanding its trading capabilities in North America's largest wholesale electricity market. The decision strengthens the company's presence in the United States.
Turkey has connected its gas grid to Syria’s and plans to begin supplying gas for power generation in the coming weeks, according to Turkish Energy Minister Alparslan Bayraktar.
Despite record electricity demand, China sees no significant increase in LNG purchases due to high prices and available alternative supplies.
US natural gas production and consumption are expected to reach record highs in 2025, before slightly declining the following year, according to the latest forecasts from the US Energy Information Administration.
Naftogaz announces the launch of a natural gas well with a daily output of 383,000 cubic meters, amid a sharp decline in Ukrainian production following several military strikes on its strategic facilities.
Sonatrach and ENI have signed a $1.35 billion production-sharing agreement aiming to extract 415 million barrels of hydrocarbons in Algeria's Berkine basin, strengthening energy ties between Algiers and Rome.
Maple Creek Energy is soliciting proposals for its advanced 1,300 MW gas project in MISO Zone 6, targeting long-term contracts and strategic co-location partnerships with accelerated connection to the regional power grid.
VMOS signs a USD 2 billion loan to finance the construction of the Vaca Muerta South pipeline, aiming to boost Argentina's energy production while reducing costly natural gas imports.
According to a Wood Mackenzie report, Argentina could achieve daily gas production of 180 million cubic metres per day by 2040, aiming to become a key regional supplier and a significant exporter of liquefied natural gas.
Côte d'Ivoire and the Italian group Eni assess progress on the Baleine energy project, whose third phase plans a daily production of 150,000 barrels of oil and 200 million cubic feet of gas for the Ivorian domestic market.
The extreme heatwave in China has led to a dramatic rise in electricity consumption, while Asia records a significant drop in liquefied natural gas imports amid a tight global energy context.
E.ON, together with MM Neuss, commissions Europe’s first fully automated cogeneration plant, capable of achieving a 91 % fuel-use rate and cutting CO₂ emissions by 22 000 t a year.
Facing the lowest temperatures recorded in 30 years, the Argentine government announces reductions in natural gas supply to industries to meet the exceptional rise in residential energy demand across the country.
Solar power generation increased sharply in the United States in June, significantly reducing natural gas consumption in the power sector, despite relatively stable overall electricity demand.
Golden Pass LNG, jointly owned by Exxon Mobil and QatarEnergy, has asked US authorities for permission to re-export liquefied natural gas starting October 1, anticipating the imminent launch of its operations in Texas.
Delfin Midstream reserves gas turbine manufacturing capacity with Siemens Energy and initiates an early works programme with Samsung Heavy Industries, ahead of its anticipated final investment decision in the autumn.
Norwegian group DNO ASA signs gas offtake contract with ENGIE and secures USD 500 million financing from a major US bank to guarantee future revenues from its Norwegian gas production.