Supply chain security

With gas from the Sahara, the EU is aiming to break free from Putin. Moscow, however, wants to build the pipelines

Europe risks finding Russian companies involved in the development of infrastructure designed to diversify its energy supplies. Algeria has begun work on the TSGP pipeline, which links Nigeria, Niger and Algeria. The Algerian Foreign Minister, Ahmed Attaf, met his counterpart, Lavrov, to discuss industrial cooperation

Da sinistra, il ministro degli Esteri russo Sergej Lavrov con il suo omologo algerino Ahmed Attaf

4' min read

Translated by AI
Versione italiana

4' min read

Translated by AI
Versione italiana

Europe wants to move away from Russian gas, but may find itself working with Russian companies on the construction of infrastructure designed to diversify its supplies. On 4 June 2026, Algeria began work on its section of the Trans-Saharan Gas Pipeline (TSGP), which is set to link Nigeria, Niger and Algeria. On 27 October, in Moscow, the Algerian Foreign Minister Ahmed Attaf met his Russian counterpart Sergey Lavrov, whilst prospects for Russian industrial involvement in the project were emerging. At present, these are merely preliminary discussions that have not yet resulted in any signed contracts.

The project involves a pipeline of approximately 4,200 kilometres, with pipes of a stated diameter of 48 inches and an initial capacity of 20 billion cubic metres per year, expandable to 30. On 3 June, the tripartite committee approved an updated feasibility study, commissioned from Penspen; the following day, Sonatrach announced the start of works at Aoulef, in Algeria, along the planned corridor towards Hassi R’Mel.

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The section most affected by the gap between announcements and implementation is the one in Niger. On 17 March 2026, a mission from Sonatrach to Niamey began examining the route, authorisations, environmental studies and technical procedures. Work on the more than 700-kilometre route is scheduled to begin in early 2027. We shall see. A delay in Niger would also postpone the returns on the Algerian investment, whilst the financial costs would remain the same.

Announced capacity and the actual market

According to the European Commission, in 2025 the EU imported 289 billion cubic metres of gas, of which 36 billion came from Russia, compared with 52 billion in 2024. LNG imports totalled 131 billion cubic metres, accounting for around 45 per cent of the total. The pipeline’s initial capacity of 20 billion would represent 6.9 per cent of European purchases in 2025; the 30 billion from the possible expansion would account for 10.4 per cent. If the pipeline were to operate at 50 per cent of its initial capacity, it would transport 10 billion cubic metres; at 90 per cent, 18 billion. Not all of these volumes would necessarily be destined for the EU.

Nigeria has the resources to make this prospect credible, but the documents examined do not yet provide the commercial evidence required to quantify the gas flows destined for the TSGP. The Nigerian regulatory authority has reported gas reserves of 215.19 trillion cubic feet: 100.21 trillion cubic feet of gas associated with oil production and 114.98 trillion cubic feet of non-associated gas. To transport 20 billion cubic metres per year, an average flow of 54.8 million cubic metres per day would be required; to reach 30 billion, 82.2 million. 

Production, processing, domestic consumption

Russian involvement may take place within this industrial chain, though not necessarily in the trade in raw materials. Sonatrach and Gazprom EP International were already partners in the El Assel field, with stakes of 51 per cent and 49 per cent respectively, as announced on 2 February 2022, as part of a plan involving 24 new wells. On 15 June 2023, the Algerian President Abdelmadjid Tebboune and the Russian President Vladimir Putin signed a declaration of an in-depth strategic partnership. The Attaf–Lavrov talks on 27 October 2026 therefore took place within the context of a well-established relationship. The Russian pipe manufacturer TMK was named among the possible industrial partners.

A pipeline purchased under standard terms primarily creates dependency during construction; a compressor station with proprietary spare parts can restrict maintenance for years. A lender may exercise powers through guarantees and default clauses; a shareholder may acquire veto rights; those who book transport capacity can influence commercial access to gas flows. These rights must be verified in the contracts: the test of autonomy is the ability to replace suppliers, refinance debt and manage the network.

The Algerian approach

In 2025 Algiers supplied the European Union with around 35 billion cubic metres of gas, via pipelines and LNG. On 12 February 2026, Algiers hosted the sixth high-level energy dialogue with the European Commission, focusing on gas, infrastructure, emissions and energy cooperation. Russian contracts may broaden the options available to Algiers, but exclusivity clauses relating to essential facilities could limit its autonomy.

Geography imposes a constraint that no industrial agreement can resolve. On 29 January 2025 Niger, Mali and Burkina Faso formalised their withdrawal from ECOWAS, whilst Nigeria remained within the organisation. On 16 September 2024, the US command AFRICOM confirmed the completion of its military withdrawal from Niger, following its departure from the bases in Niamey and Agadez. The presence of Russian personnel or personnel linked to Russian organisations in parts of the Sahel is documented, particularly in the case of Mali, but this does not amount to a mandate to protect the gas pipeline. In the second quarter of 2026, the UNHCR recorded attacks and insecurity in areas of Niger such as Tillabéri, Diffa, northern Tahoua and Dosso. 

European rules

EU Regulation 2026/261 , adopted on 26 January and which came into force on 3 February 2026, sets out a phased phase-out of Russian gas imports, with deadlines for existing contracts spread between 2026 and 2027. For certain long-term contracts relating to piped gas, the deadline is 30 September 2027, with a possible extension. The regulation concerns the origin and export of gas from Russia: gas extracted in Nigeria does not become Russian simply because it is transported via pipelines manufactured by a Russian company. However, the bans applicable to counterparties, banks, payments, technologies and even services remain separate and in force. This aspect is also a sensitive one for the TSGP.

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The planned start of Nigerian works in 2027, the identification of Nigerian producers committing to gas supplies, the finalisation of the overall financing, the awarding of maintenance contracts and the availability of European buyers will provide more significant evidence than further diplomatic meetings.

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