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Showing posts from March, 2026

Towards an energy shock in Morocco? Dependence on American LNG and the risk of a Spanish blockade

The Violent Reshaping of Global Power Dynamics — Accelerated by the War Against Iran, the Washington–Madrid Rift, and Russia’s Threat to Cut Gas Supplies to Europe — Could Trigger a Severe Energy Shock for Morocco.  Behind diplomatic niceties lies a simple strategic reality: Morocco’s energy architecture rests on a fragile logistical device that depends almost entirely on Spain — a country whose priorities are now overwhelmingly redirected toward ensuring Europe’s energy security. I. The Breakdown of the Maghreb Gas System The current situation has its roots in the termination of the Maghreb–Europe Gas Pipeline (GME) contract in 2021. This 1,620‑kilometre pipeline historically carried Algerian gas to Spain via Morocco. When Algeria decided not to renew the transit agreement, Morocco suddenly lost direct access to Algerian gas. To compensate for this structural rupture, Rabat set up an unprecedented four‑step mechanism: Purchasing LNG on international markets Unloading in Spain’s re...