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Azerbaijan plans to boost oil and gas production as it hosts COP29

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The 29th Conference of the Parties (COP29) to the United Nations Framework Convention on Climate Change (UNFCCC) has commenced in Baku, Azerbaijan’s capital. As the host nation, Azerbaijan is also looking to expand its fossil fuel production, positioning itself at the intersection of climate policy and energy expansion.

According to the Financial Times, Azerbaijan’s state oil and gas company SOCAR (State Oil Company of Azerbaijan Republic) is set to increase production of new fossil fuel sources during the COP29 summit. The summit, a key gathering on global climate change, underscores a paradox for Azerbaijan: pledging climate action while pursuing expanded oil and gas output.

A report by campaign group Global Witness, which analyzed data from independent consultancy Rystad Energy, estimates that 44% of SOCAR’s production will be new oil and gas by 2050—the second-highest proportion among national oil companies globally. This report examined production projections based on both developed and undeveloped fields as well as undiscovered fossil fuel reserves.

According to the International Energy Agency (IEA), new long-term oil and gas projects conflict with the goal of limiting the average global temperature rise to 1.5°C above pre-industrial levels—the target set by the Paris Agreement. This expansion aligns Azerbaijan with Europe’s aim to diversify energy sources, especially given the EU’s push to replace Russian gas following the Ukraine conflict.

Meanwhile, SOCAR has increased production in recent years as Europe seeks to replace Russian natural gas with resources from other nations, including Azerbaijan. This has drawn criticism, particularly as Azerbaijan—through Muhtar Babayev, COP29 President and Minister of Ecology and Natural Resources—continues to call for limiting global warming to 1.5°C.

At COP28 last year in Dubai, almost 200 nations committed to phasing out fossil fuels by mid-century. Nevertheless, Azerbaijan has signed multiple oil and gas deals since securing COP29 hosting rights, including SOCAR’s first international investment in upstream oil and gas—a $468 million stake in UAE gas projects.

“Azerbaijan is Europe’s strategic supplier of natural gas and is expanding capacity to meet European energy demands after the 2022 supply disruptions,” a COP29 spokesperson stated. Additionally, Azerbaijan is “expanding its renewable energy exports to serve the region and European markets,” he added. SOCAR did not respond to requests for comment.

Azerbaijan’s COP presidency has sparked criticism, echoing concerns raised during the UAE’s COP28 role. Richard Kinley, former executive secretary of the UN climate panel, expressed disappointment: “It is deeply disturbing that they can’t even seem to draw a ‘sanitary cordon’ around the COP presidency to prevent fossil fuel interests from undermining its purpose.”

Danish Climate Minister Lars Aagaard—attending COP29—remarked that Azerbaijan’s energy strategy also includes renewable energy initiatives, with Ørsted, a prominent wind energy company, present at the summit. However, European diplomats told the Financial Times that Azerbaijani officials have raised gas deal discussions alongside climate negotiations, mainly in relation to replacing Russian gas supplies transiting through Ukraine, with this contract ending soon.

According to Bloomberg, companies in Hungary and Slovakia are finalizing a deal with Azerbaijan to substitute gas from the Ukrainian pipeline. Energy analysts have cautioned that this agreement could mask continued Russian gas flows. Additionally, a recent report from Chatham House highlighted Azerbaijan’s strategy to secure long-term European gas supply agreements.

“By positioning itself at the heart of the multilateral climate process, the Azerbaijani government may seek to shape the global energy transition dialogue to ensure its oil and gas reserves remain profitable as long as possible,” the report suggests.

DIPLOMACY

NATO demands investigation into Azerbaijani plane crash amid Russian missile allegations

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NATO has urged a comprehensive investigation into the crash of an Azerbaijan Airlines plane on Wednesday morning, which resulted in the tragic loss of 38 lives. Suspicion is growing that Russian air defense systems may have been involved in the incident.

The Embraer E190 passenger aircraft was en route from Baku, the Azerbaijani capital, to Grozny, the Chechen capital, when passengers reportedly heard an explosion. The plane was diverted hundreds of kilometers off course before crashing near the Kazakh city of Aktau. Miraculously, 29 people survived the crash.

“Our thoughts and prayers are with the families and victims of Azerbaijan Airlines flight J28243,” NATO spokeswoman Farah Dakhlallah said in a statement on X (formerly Twitter) on Thursday. “We wish a speedy recovery to those injured in the crash and call for a thorough investigation.”

Kremlin spokesman Dmitry Peskov echoed the call for patience, stating on Thursday, “We need to wait for the conclusion of the investigation,” while cautioning against premature assumptions.

Russia’s aviation watchdog attributed the crash to a collision with a flock of birds, which allegedly forced the aircraft to divert to Aktau. However, competing theories have emerged.

Media outlets including Reuters and Azerbaijan’s Caliber have speculated that the passenger plane was struck by a Russian air defense missile. These reports suggest the incident occurred in an area where Moscow has been actively targeting Ukrainian drones in recent weeks.

According to Caliber, citing Azerbaijani officials, the aircraft’s emergency request to land at three nearby Russian airports was denied. Instead, the plane was directed to fly over the Caspian Sea, exacerbating its perilous situation.

Further fueling these suspicions are reports of a simultaneous drone strike on Grozny. In a now-deleted Instagram post, Chechen Security Council Secretary Khamzat Kadyrov claimed that a drone attack on Grozny had been successfully neutralized.

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Brazil-Britain relations strengthen amid global challenges

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As Donald Trump’s second term looms and European allies like France and Germany grapple with political instability, the United Kingdom is seeking new allies on the global stage, POLITICO reports.

In this context, Keir Starmer’s administration has been cultivating strong ties with Brazil and the Lula government. Since Starmer assumed office as Prime Minister in July, at least 12 British ministers have traveled to Brazil, signaling a deepening partnership.

This intensified engagement coincides with Brazil hosting this year’s G20 summit, but it also highlights shared priorities in addressing the global climate crisis. Since November, the UK and Brazil have collaborated on launching a multilateral clean energy agreement, setting ambitious new climate targets, and laying groundwork for the next major United Nations Climate Summit in Belém, Brazil, in 2025.

According to Robin Niblett, former director general of the British think tank Chatham House, these are precisely the types of “coalitions of the willing” that leaders with a “green conscience” must forge amid global uncertainty.

However, bilateral ties are not without challenges. Disagreements over Russia and Ukraine represent a major foreign policy hurdle for both nations. To strengthen their alliance, Brazilian President Luiz Inácio Lula da Silva has invited Starmer for another visit next year, aiming to “map opportunities and economic areas for collaboration,” according to an official Brazilian statement.

The relationship between the two leaders extends beyond formal diplomacy. According to Antonio Patriota, Brazil’s ambassador to London, their shared enthusiasm for football has added a personal touch to diplomatic meetings. In fact, the initial moments of their bilateral discussions at the G20 summit were dedicated to football, POLITICO noted.

Foreign Secretary David Lammy also underscored the importance of climate issues in British foreign policy during his visit to Brazil last summer, preceding the general election. Starmer, then opposition leader, first met Lula at COP28 in 2023. This meeting laid the groundwork for the Clean Power Alliance energy agreement, which now includes 11 nations and the African Union. The alliance has pledged to triple renewable energy output by 2030, according to a British government official.

As POLITICO reports, the United Kingdom’s pivot to Brazil also reflects its need for dependable allies post-Brexit, particularly as the United States becomes less reliable under Trump. The new U.S. energy secretary, businessman Chris Wright, has accused the UK of “impoverishing people” with its green policies, further complicating transatlantic relations.

In Brazil, Starmer sees an ally capable of bridging the divide between developed nations, such as those in the G7 and NATO, and developing nations within the G20 and beyond. A UK government official described the partnership as exemplifying “cooperation between the Global North and South.”

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China’s diplomatic influence in the Middle East at risk

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Beijing’s brokering of a historic peace deal between Iran and Saudi Arabia last year marked a significant shift in China’s engagement with the Middle East. The agreement was seen as a landmark achievement, positioning China as a mediator in one of the world’s most volatile regions.

For Tehran, facing economic and geopolitical pressure from the Biden administration, the deal was a diplomatic breakthrough. It also offered a chance to reduce isolation with Beijing’s support.

However, the recent overthrow of Bashar al-Assad in Syria and the setbacks faced by Hamas and Hezbollah in their conflict with Israel have fragmented Iran’s regional influence. These developments, coupled with growing threats from Israel, pose significant challenges to Tehran’s strategic position.

Experts suggest that the return of a hawkish U.S. administration under Donald Trump could strengthen the China-Iran alliance. Shared pressures may push both nations toward closer cooperation, reshaping the region’s diplomatic dynamics.

Chinese analysts caution, however, that Beijing’s ability to sustain its mediation role may be at risk. Rising tensions between Tehran and other regional powers could jeopardize the peace China’s diplomacy has fostered. Such conflicts would not only test Beijing’s influence but also challenge its long-term strategic interests in the Middle East.

Fan Hongda, a professor at the Institute of Middle East Studies at Shanghai University of International Studies, notes that U.S. pressure on Iran is unlikely to wane. “Coupled with Israel’s strikes and the destruction of Iranian-backed forces such as Hamas and Hezbollah last year, this will compel Iran to favor closer cooperation with other powers, including China and Russia,” Fan remarked.

Iran’s economic woes date back to the Trump administration’s withdrawal from the Iran nuclear deal and the imposition of stricter sanctions under the “maximum pressure” campaign. These sanctions continue to hinder Tehran’s economy, influencing its strategic partnerships and regional policies.

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