Belarus threatens to choke off EU gas supply over border dispute

Belarus has threatened to cut off its transit of gas supply to Europe if the EU imposes sanctions over a migrant crisis at its western border.

The bloc has accused Russian-backed President Alexander Lukashenko of weaponizing the thousands of people currently gathered in freezing camps at the border with Poland to undermine EU security and distract from domestic political pressures, an allegation Belarus denies.

With the EU reportedly preparing a fresh round of sanctions, Lukashenko said in an emergency cabinet meeting on Thursday that the country could cut off deliveries along the Yamal-Europe pipeline from Russia, mounting further pressure on European leaders as the continent remains afflicted by the international energy crisis.

“We heat Europe, and they are still threatening us that they’ll shut the borders,” the strongman leader, who has been in power since 1994, reportedly told cabinet ministers.

“And what if we cut off [the transit of] natural gas to them? So I would recommend that the leadership of Poland, Lithuanian and other brainless people to think before they speak.”

Natural gas prices spiked by almost 7% on Thursday following Lukashenko’s comments.

The majority of the migrants are from Syria, the Yemen and Iraq, and Belarusian state airline Belavia on Friday said it would stop allowing citizens from all three countries to board flights from Turkey to Belarus, at the request of the Turkish authorities.

Reports suggest that Belavia could be in line for EU sanctions, and questions have also been raised as to whether they could broaden to hit Russia’s Aeroflot or Turkish Airlines.

In a joint statement, the EU members of the U.N. Security Council along with the U.S., U.K. and Albania, condemned the “orchestrated instrumentalisation of human beings whose lives and wellbeing have been put in danger for political purposes by Belarus, with the objective of destabilizing neighbouring countries and the European Union’s external border and diverting attention away from its own increasing human rights violations.”

Brinkmanship or genuine escalation?

Experts are divided on whether Minsk’s defiant tone will translate into drastic policy action, with much hinging on the strategic priorities of Lukashenko’s long-time ally, Russian President Vladimir Putin.

Timothy Ash, senior emerging market sovereign strategist at Bluebay Asset Management, said the situation “looks set to escalate further.”

“Putin would be quite happy to see energy transit through Belarus disrupted, as he could blame it on Lukashenko, while further piling the pressure on Europe,” Ash said in an email Thursday.

“It would also give him a pretext to formally intervene in Belarus itself — Russian planes already seem to be patrolling now to secure Belarus borders with NATO.”