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Inversor estadounidense cree que Europa cambiará de postura sobre el gas ruso

Stephen Lynch ha mostrado su interés en comprar el gasoducto Nord Stream 2.

El inversor estadounidense Stephen Lynch, que meses atrás había propuesto adquirir el gasoducto Nord Stream 2, prevé que Europa inevitablemente cambiará de opinión sobre el gas ruso y volverá a comprarlo a bajo costo, según The New York Times.

"Cuando decidan que necesitan gas de Rusia —y lo harán—, allí estaremos", declaró el mes pasado en una entrevista en Londres, citada por el medio. "Con el tiempo, los líderes europeos cambiarán de postura", agregó.

Lynch sostiene que Europa eventualmente aceptará beneficiarse del gas ruso, argumentando que tener el gasoducto Nord Stream 2 bajo control estadounidense facilitaría las ventas y evitaría el o directo con entidades rusas sancionadas.

Una persona cercana al financista dijo al NYT que, en febrero de este año, Lynch volvió a solicitar al Tesoro de EE.UU. una licencia para participar en la licitación del Nord Stream 2, si se anunciaba. En noviembre del año pasado, el Wall Street Journal informó que el inversor ya había pedido permiso, sin éxito, a la istración Biden, argumentando que es una oportunidad estratégica para los intereses a largo plazo de Washington.

Según recuerda Lynch, hizo esa propuesta a funcionarios alemanes el 6 de mayo durante una reunión en Berlín. Si bien en un inicio se mostraron escépticos ante la idea, le preguntaron cómo los convencería de permitir el suministro de gas ruso a través del Nord Stream 2. El inversor respondió que no era su tarea, pero que la propia Alemania comprendería los beneficios de volver a comprar gas ruso barato.

Reconsiderar la postura de la UE contra el Nord Stream

Alemania, que hasta el 2022 era el mayor importador europeo de gas ruso, dejó de comprar ese producto directamente poco después del estallido del conflicto ucraniano. Sin embargo, algunos políticos alemanes sugieren reconsiderar la postura de la UE contra el Nord Stream.

La UE ha venido trabajando para reducir su dependencia del gas ruso, alcanzando solo el 11 % de importaciones en 2024. En mayo, la Comisión Europea presentó una hoja de ruta que busca detener por completo la adquisición de recursos energéticos rusos a partir de 2027.

En este sentido, líderes de Berlín y Bruselas han maniobrado en las últimas semanas para descartar cualquier posibilidad de nuevas importaciones desde Moscú, buscando una ruptura definitiva. Así, el canciller alemán, Friedrich Merz, afirmó la semana pasada que hará todo lo posible para que el gasoducto Nord Stream 2 no comience a funcionar.

No obstante, en medio del acercamiento entre Moscú y Washington de los últimos meses, el futuro del suministro energético de Europa ha surgido como una fuente de tensión.

El enviado presidencial especial estadounidense, Steve Witkoff, y el representante especial de la Presidencia rusa para inversiones y cooperación económica con países extranjeros, Kiril Dmítriev, discutieron la posibilidad de una cooperación entre empresas estadounidenses y rusas para aumentar el suministro de gas ruso a Europa, dijeron fuentes anónimas al medio. Reuters informó previamente sobre esta misma información.