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IEA zu Euronews: Elektrifizierung rettet Europas Industrie
Fatih Birol, Chef der Internationalen Energieagentur, sagte Euronews, die EU müsse das „Zeitalter des Stroms“ entschlossen nutzen, um ihre industrielle Wettbewerbsfähigkeit zu stärken.
LESEN SIE MEHR : http://de.euronews.com/2026/05/28/iea-zu-euronews-elektrifizierung-sichert-zukunft-der-europaischen-industrie
Abonnieren Sie! Euronews gibt es in 12 Sprachen.
Fatih Birol, Chef der Internationalen Energieagentur, sagte Euronews, die EU müsse das „Zeitalter des Stroms“ entschlossen nutzen, um ihre industrielle Wettbewerbsfähigkeit zu stärken.
LESEN SIE MEHR : http://de.euronews.com/2026/05/28/iea-zu-euronews-elektrifizierung-sichert-zukunft-der-europaischen-industrie
Abonnieren Sie! Euronews gibt es in 12 Sprachen.
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NewsTranskript
00:09Vielen Dank.
00:30Vielen Dank.
01:06Vielen Dank.
02:30Vielen Dank.
03:31Thank you.
04:01Exactly.
04:02Stand by those comments.
04:34Thank you.
04:34Thank you.
04:37Thank you.
04:41Yes.
04:42Yes.
04:42I would not 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, I very much hope
04:53that 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
05:05for weeks to 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.
05:13And manifestly, the Strait of Hormuz is still shut.
05:16So is there a timeline that you work with?
05:18Yes.
05:18I very much hope that the Strait of Hormuz is open fully and unconditionally because in
05:26the absence of the opening of the Strait, we will have serious problems with the both
05:33energy sector but also agricultural sector because a lot of fertilizers go from the Strait.
05:40And the problem is the following.
05:43The month of July and August, we are starting the traveling season, the month goes up, and
05:50also planting season for the farmers.
05:53So we are seeing on one hand the supply, the production of the energy and the fertilizers
06:02are 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
06:12are not, quote, doing enough to reopen the Strait of Hormuz.
06:16Is there a form of criticism on the Europeans for your part?
06:19Or do you understand where they're coming from?
06:20They cannot just open this overnight.
06:23And this is a global crisis.
06:24Yeah.
06:25I mean, the geopolitical situation is very fragile.
06:27And it is not a secret that there are different views between the countries, even the
06:33country, the two sides of Atlantic.
06:36But despite that, I can tell you that one of the reasons why we are not in a worse shape
06:41today, International Energy Agency, us, on the 11th of March, I announced that we released
06:48400 million dollars of oil.
06:50It was historical release.
06:50It was historical release.
06:52It gave a lot of comfort to the market.
06:54And we were able to get this release unanimously.
06:59The United States and Europe came together, together with Japan and the other countries.
07:03So 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 Hermos does not reopen, do you foresee another release will be needed this year?
07:14That release brought the prices $20 down, which is very good, very important for Europe
07:20and for everybody in the world, most people in the world, I should say.
07:25And it was, even though it was historic, 400 million dollars, it was only 20 percent of
07:31the reserves we have.
07:32Still 80 percent is here.
07:34If it is needed, we will be ready to release those stocks when it is decided.
07:41So this is something that you contemplate and that you believe the different members, the
07:45U.S., the Europeans, and not just, will participate if a second round is needed?
07:49So we are, of course, always monitoring the markets if there is a need or not.
07:54I 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 are thinking this would be by the summer, if you get to Q3 and there is still no
08:07resolution?
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, especially what will happen with the Strait of Hermos.
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
08:31through the Strait of Hermos.
08:32So it is a pricing issue for the Europeans.
08:34There is a lot of concern in Europe that, given the background of what happened in 2022, the
08:39EU cannot enter another bidding war.
08:42We have seen the Italian Prime Minister, very critical, saying oil at this level, this
08:47is really hurting the industry.
08:49What is 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
08:57the 28th of February, we 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, the demand is going
09:23up because of the traveling season, so I would call we are entering the red zone in terms
09:29of 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
09:48through this difficult time.
09:50We may face again a difficult time if the situation is not better and if the problem with
09:57the hormones is 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
10:05forward all the measures that it could.
10:07Some member states say, this is a real crisis.
10:10It's a quiet crisis because the spike in prices, it's not overnight, but it has stayed elevated
10:14for a long time now.
10:16What more can be done?
10:17Do you understand the frustrations of Georgia Maloney?
10:20Let's say she's been very vocal about this.
10:21I think this is all the leaders in Europe are concerned about this.
10:26I can tell you that the older 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
10:37of it because 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 and 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
11:14it is for our economies in Europe.
11:16Of 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 have 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 the over-reliance on the Middle East was a risky thing,
12:08which is true.
12:09The diagnosis is true.
12:10But as a solution, Europe pivoted to Russia.
12:14Over-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.
12:45To be honest with you, there are many other options that Europe should look into, which are more secure in
12:53terms 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.
13:13There'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.
13:34Renewables will get a major, major boost from this.
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 which are not posing threat to European sovereignty, European economy,
14:13and will not use energy as a weapon in the international 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 and they cannot compete on
14:34equal 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 from the Overlands and Middle East going to the Overlands and Russia
14:49is a 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.
15:02And this time we shouldn't have an over-reliance on one single country, but at the same time we should
15:08find the countries where we can import energy securely but at affordable prices.
15:15Do you worry there's an over-reliance, and I don't want to start a diplomatic incident, but is there an
15:20over-reliance on the U.S. as a 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 because 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?
15:39The U.S. is a major oil and LNG gas exporter now, and it is very normal that Europe should
15:47get oil and gas from the United States.
15:49We're not becoming overly dependent.
15:50But 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, about
16:11what to do with some of the laws that have been approved.
16:14I don't know if they 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.
16:57But 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.
17:32We should our heating homes.
17:34Why is it not happening, Dr. Boral?
17:35It is.
17:36I think we have not...
17:37Diagnosis is not new.
17:38We have not yet given enough attention to this.
17:43For 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?
18:38Yeah.
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.
18:58And they are a bit unfair to Europe.
18:59Europeans, 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.
19:11Because Europe has the values which are very important for the humans, democratic values.
19:17We have great institutions.
19:19But in terms of energy, I'm an energy man.
19:22I can talk about energy.
19:23We didn't make the right choices all the time.
19:24We made a lot of mistakes.
19:26But now, we have to be very clear.
19:29Electrification is the future for our sovereignty, for our competitiveness.
19:33And if we make the energy decisions right, I think Europe will be very strong in terms of its economy,
19:41foreign policy and defence.
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.
19:56Thank you.