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La electrificación es la respuesta para salvar la industria europea, afirma la AIE a Euronews
El director de la Agencia Internacional de la Energía, Fatih Birol, afirmó a Euronews que la UE debe abrazar la “era de la electricidad” para reforzar su competitividad industrial.
MÁS INFORMACIÓN : http://es.euronews.com/2026/05/28/la-electrificacion-es-la-solucion-para-salvar-la-industria-europea-dice-la-aie-a-euronews
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El director de la Agencia Internacional de la Energía, Fatih Birol, afirmó a Euronews que la UE debe abrazar la “era de la electricidad” para reforzar su competitividad industrial.
MÁS INFORMACIÓN : http://es.euronews.com/2026/05/28/la-electrificacion-es-la-solucion-para-salvar-la-industria-europea-dice-la-aie-a-euronews
¡Suscríbete a nuestro canal! Euronews está disponible en 12 idiomas
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00:07Gracias por ver el video.
00:30Gracias por ver el video.
01:00Gracias por ver el video.
02:33I said this is very simple.
02:36Europe imports about 75% of it is jet fuel from Middle East normally and it is not finished.
02:46And when we look at our stocks, jet fuel stocks, they are diminishing.
02:52And I said, we said that if Europe cannot find new sources of imports, we are going to have
03:00major problems in terms of flying.
03:03Now, in the meantime, Europe was able to get some jet fuel from United States and from Nigeria
03:10to 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
03:32a price crisis.
03:32I do want to ask you...
03:33But also, let's not forget that the many companies, after I made this announcement,
03:38many companies, the Lufthansa, the Scandinavian, the Ryanair and all of them, KLM, they cut
03:46their flights.
03:47And they cut their flights.
03:48And just on this point, because I think this is very important, some certainly in Brussels
03:53believed 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
04:02I stand by those comments?
04:04Our motto is very clear.
04:06No fear, no favor.
04:08We look at the data.
04:09We say, give a wake up call to the countries.
04:12And if we didn't give this wake up call, they wouldn't rush to get from Nigeria and United
04:18States.
04:18And thanks to them, thanks to our wake up call, they were able to get some jet fuel from
04:24U.S. and Nigeria, which barely now, this is the problem.
04:29So in that sense, is the situation, the outlook now for Europe looking relatively better compared
04:36to two months ago?
04:38Or is this still uncertainty?
04:39Because we're seeing the Commission just got their forecast for growth this year.
04:42Yes.
04:42I 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 state of Hormuz, I very much
04:53hope that very soon we get a fully and unconditional opening of state 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.
05:14Manifestedly, the state of Hormuz is still shut.
05:16So is there a timeline that you work with?
05:18Yes.
05:18I very much hope that the state of Hormuz is open fully and unconditionally, because in
05:26the absence of the opening of the state, we will have serious problems with both the energy
05:34sector, but also agricultural sector, because a lot of fertilizers go from the state.
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
05:51planting 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, and 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, or do you understand where they're
06:20coming from?
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
06:30are different views between the countries, even the two sides of the 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 11th of March, I announced that we released
06:48400 million barrels of oil.
06:50It was historical release.
06:51It gave a lot of comfort to the market, and we were able to get this release unanimously.
06:59United States and Europe came together, together with Japan and the other countries, so it was
07:03a 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 prices $20 down, which is very good, very important for Europe and
07:20for everybody in the world, most people in the world, I should say.
07:25And it was, even though it was historic, $400 million, it was only 20% of the reserves we
07:32have.
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
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'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 if it is in place, if there is a need, and we will decide when
08:18it is, depending
08:18on the market conditions, especially 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
08:31through the Strait of 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, the
08:39EU cannot enter another bidding war.
08:42We've seen the Italian prime minister, very critical, saying oil at this level, this is
08:47really hurting the industry.
08:49What's the alternative?
08:50What can be done?
08:51So, in fact, as a word, 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.
09:02And 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 up
09:23because of the traveling season, so I would call we are entering the red zone in terms of
09:29the implications on the markets, which what 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
09:49this difficult time.
09:49We may face, again, a difficult time if the situation is not better and if the problem
09:57with the 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 forward
10:05all 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 is not overnight, but it has stayed elevated
10:14for a long time now.
10:15What 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
10:37it 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.
10:47I 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.
11:16Because, of course, the world has said they will not pay any duties to the regime in Iran.
11:19The 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
11:31of the sanctions on Russia.
11:32We've seen the US extend this waiver.
11:33The UK 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?
11:44Ultimately, 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.
11:55But also some, I think, wrong choices.
12:01For example, many European countries at that time thought to over-reliance on Middle East
12:06was a risky thing, which is true.
12:09Diagnosis is true.
12:10But as a solution, Europe pivoted to Russia.
12:14Over-reliance on Russia was a big mistake for Europe.
12:17And 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
12:41mistake, but almost a fatal error for the Europeans.
12:44I, to be honest with you, there are many other options that Europe should look into, which
12:51are more secure in 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
13:03the Russian sanctions that the goal is now to accelerate the green transition and produce
13:07clean 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
13:18green energy is not the solution.
13:20It will not provide security.
13:21And 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
13:56and nuclear power.
13:58We should push them.
13:59But in the meantime, we should try to bring our oil and gas from countries, from regions
14:07which are not posing threat to European sovereignty, European economy, and will not use energy as
14:15a weapon in the international affairs.
14:18And that you look at the U.S., although some would argue at this point their relationship
14:21is 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
14:33they 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 the 1970s from over-reliance on the Middle East going
14:48to over-reliance on Russia is 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 over-reliance on one single country, but at the same time
15:08we 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.
15:22as a provider of energy?
15:23The criticism has been in the context of this trade deal that was assigned that the Europeans
15:27are not developing as much their internal homegrown capacities because they're committing
15:31to billions, to facilities outside of the European Union.
15:34Is that the risk that you replace Russia with the United States under Trump?
15:39U.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.
15:49We'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
16:10European Commission, about what 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,
16:21which 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.
16:32Yeah.
16:33In my view, this crisis is a very important time for Europe to rethink its energy strategy,
16:42long-term energy strategy, because I believe European competitiveness and European sovereignty
16:48will 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, huge amount
17:10of oil and gas.
17:11It would have already been discovered.
17:13But electricity, we can generate electricity from renewables, from nuclear power, maybe from
17:20natural gas, from other things.
17:22And we should electrify our economies as much as possible.
17:26We should, our transportation system, as much as possible, electric cars.
17:33We should, our heating costs.
17:34Why is it not happening, Dr. Burall?
17:35It is, I think, we have not, we 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.
17:53European 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.
18:16I 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,
18:32the money that Mario Draghi says will be needed, is there still an element in which this machine is just
18:37not taken off?
18:38Yeah. I mean, there is a lot of Europe bashing around the world.
18:42I travel around the world. I go to Asia, Latin America, North America.
18:47They bash Europe?
18:48No, they bash Europe. And I think, and 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.
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,
19:07where would you like 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 am 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. Electrification 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 defense.
19:43I believe it is at the heart of energies now, at the heart of European competitiveness,
19:49and sovereignty of the continent.
19:51Well, Dr. Fatah Rural, thank you so much for joining us on Euronews.
19:54Thank you.
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