[Salon] Libya’s black swans for 2023: Part 2



Libya’s black swans for 2023: Part 2

Summary: the fighting in Libya may have all but ended in 2022 but that may be the calm before a coming storm as contestation grows over gas rights in the eastern Mediterranean.

Yesterday Tarek Megerisi explored the black swan threat to Libya posed by Washington’s growing determination to challenge the Wagner group in Africa. Today he presents the second black swan, east Med gas. Tarek is a policy fellow with the North Africa and Middle East programme at the ECFR, the European Council on Foreign Relations. He is a political analyst and researcher who specialises in North African affairs and politics, governance and development in the Arab world and a regular contributor to the Arab Digest podcast. You can find Tarek's most recent podcast here.

Part 2: Reigniting the east Med?

Libya’s instability, malleability, and geographic position has made it a useful catalyst to the battle for domination between Türkiye and Greece in the eastern Mediterranean. In December 2019, Türkiye weaponised Libya by signing a Memorandum of Understanding (MoU) with the then Government of National Accord in Tripoli to delineate maritime boundaries between the two states. This was a key component of the Turkish counter-offensive against Greek attempts to manufacture a fait accompli over the eastern Mediterranean, its valuable natural gas deposits, and create a new regional grouping (the Eastern Mediterranean Gas Forum EMGF) that could displace Türkiye as the regional hegemon. After inflaming the situation, the MoU indirectly led to a new diplomatic era where Türkiye began repairing relations with other members of the EMGF with a view to even joining the group.

However things catalysed once more in October 2022, as Türkiye penned a new MoU with Abdul Hamid Dabaiba’s Tripoli-based Government of National Unity (GNU) which were widely interpreted as paving the way for Turkish exploration of potential gas deposits off the coast of eastern Libya in what are disputed waters. Although it was broadly analysed as merely President Erdoğan antagonising Greece as part of his pre-election pantomime, subsequent events suggest further dynamics at play.


Libyan prime minister Abdul Hamid Dbeibeh and Turkish President Recep Tayyip Erdoğan at a press conference in Ankara, Turkey, April 12, 2021 [photo credit: Office of the President of Turkey]

Coincidentally, a month later a joint venture between Greece’s largest oil refiner HelleniQ Energy and Exxon Mobil that had been forged in July 2022 announced it would begin seismic surveys off Crete’s southern coast. Whilst for Greece this is about more than its rivalry with Türkiye, Crete represents a focal point of the eastern Mediterranean crisis and the clash of perspectives between Greece and Türkiye over how to delineate maritime boundaries. The potential for significant gas reserves between southwestern Crete and eastern Libya makes this an incendiary issue.

Following October’s MoU, European diplomats were incensed and quietly briefed that Turkish vessels near Crete could result in European warships being dispatched as previously occurred near Cyprus. While Greece hopes that the partnership with Exxon will buy it American protection should Greek vessels start drifting into the waters Libya and Türkiye claims, Türkiye is likely to respond similarly. Just to further complicate matters, Egypt is also inserting itself into this contentious yet potentially profitable patch of water. In December, Egypt unilaterally declared its western maritime borders, cleverly not infringing on Türkiye’s continental shelf while leaning into Libyan claimed waters southwest of Crete. This may have drawn the ire of Libyans, but ultimately inserts an Egyptian claim that gives them a role in whatever dispute or resolution will come.

This bubbling situation is likely to come to a head this year. Not only are the Exxon-HelleniQ survey results due, but with Turkish elections announced for May and Erdoğan relying on international drama to bolster his standing at home the situation is volatile. Moreover, east Med politics are now driving further discord in Libyan politics. Egyptian and Greek refusal to recognise the GNU has created an incentive to try and form a new Libyan government that could sign its own MoU with Athens to legally supplant the Türkiye-GNU accords. However, with Haftar ally Fathi Bashagha failing to legitimise himself, and Cairo’s talks for a new government stalling this is now likely only to happen should east Libya announce a formal re-division from Tripoli with its own set of institutions and governance system in the east, as happened following the 2014 civil war (something Haftar has also threatened to do.) On the other side, with the Turkish parliament recently ratifying the MoU and Italy penning a US$8 billion gas deal new energy-based inertia is forming under the GNU which will make any push for elections harder. Libya’s judiciary (increasingly co-opted by Benghazi-based Aguileh Saleh in 2022) have tried to nullify the MoU, a decision being ignored by Tripoli's GNU. However, with the new status quo settling, it could be the disagreement over the MoU which sparks a return to re-division.

With hopes for progress on any political process now harder, and foreign actors lining up behind the different camps the situation is eerily reminiscent of the era preceding Haftar’s war on Tripoli – just with more at stake for all parties this time around. With tensions high, any play for the gas, even if just performative could trigger a cascade of retaliations which sparks renewed conflict in Libya or the Mediterranean itself.


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