World risk · Energy and resources

Gas to Transnistria stops for a week or more

The test Between 1 Nov 2026 and 31 Oct 2027, gas deliveries to the Transnistrian region stop for 7 days in a row or more, as stated by the Moldovan government or two news sources.

Not under way · Confidence: medium · Reviewed 1 Nov 2026 · Scores from 1 to 10

This page answers: What could happen, how it is scored, and who is exposed?

Using this page
  1. Read the two scores: Likelihood and Impact are kept apart.
  2. Check what is happening, each fact with its source.
  3. Use the calendar for the dates to watch.

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Likelihood
4Elevated steady this month
Impact
4Elevated steady this month
Breadth4
Depth2
Duration2
Hard to substitute6
Canada pointNot added0

Impact is the average of the four parts, rounded, plus one point when Canada is directly hit on two or more channels, up to 10.

Two separate scales from 1 to 10. Strature never multiplies or merges them.

What changed

Dated, newest first

  1. Energy ministry asked ANRE to extend to 30 Apr 2027; MET supplies since Feb 2025; region uses about 1 bcm a year; reserve target raised from 53.7 to 136 mcm by 1 Nov 2026; gas paid by the region's partners [2]

Why it matters

Moldova's breakaway Transnistrian region has lived on a stop-gap gas supply since Gazprom halted deliveries on 1 Jan 2025. The regulator has renewed Moldovagaz's role as the region's supplier in short steps, now to 31 Dec 2026, and the energy ministry has asked for a further extension to 30 Apr 2027. Moldova's deputy prime minister for reintegration has called the model unsustainable.

Why Likelihood 4 Pushes: two lapse dates in the window; payment via outside channels exposed to sanctions; the deputy PM's warning. Brakes: three renewals since the cut; reserve target raised.

Why Impact 4 Threshold case a 7-day stop.

The other facts on file (5)
  • Gazprom announced on 28 Dec 2024 a stop of gas from 1 Jan 2025, citing debt; Moldova declared a 60-day emergency from 16 Dec 2024; about 2 bcm a year had gone to Transnistria since 2022 [3] (28 Dec 2024)
  • ANRE extended Moldovagaz's designation from 1 Apr to 30 Jun 2026 at the energy ministry's request [6] (4 Mar 2026)
  • ANRE extended Moldovagaz's designation as the region's supplier, due to expire 30 Jun, until 31 Dec 2026 [1] (9 Jun 2026)
  • ANRE extension to 31 Dec 2026 at the energy ministry's request, for continuity of supply [5] (9 Jun 2026)
  • Deputy PM Chiveri: model unsustainable, crises could recur every two or three weeks; payment agent could change depending on EU sanctions; consumers lost gas, power, heat and hot water in January 2025 [4] (17 Dec 2025)

Where it sits

Exhibit R-1 · Map

Where this risk sits

Size shows Impact. Colour shows the Likelihood band. The two scores are never combined.

Gas to Transnistria stops for a week or more. Impact 4 of 10, Elevated. Likelihood 4 of 10, Elevated.
  • Low 1–3
  • Elevated 4–6
  • High 7–8
  • Severe 9–10
  • Bigger circle: higher Impact
  • Solid ring: under way
  • Red ring: highest Impact on this map
  • Where it starts
  • Who it reaches

The risk on this map

  1. Gas to Transnistria stops for a week or moreImpact 4 of 10, Elevated. Likelihood 4 of 10, Elevated. · Moldova
SourceStrature world-risk cards. Cards reviewed 1 Nov 2026. Map: Natural Earth 1:110m, Equal Earth projection. Country names imply no position on sovereignty.
Exhibit R-1 · MOLDOVA · strature.net

How it spreads

If

Between 1 Nov 2026 and 31 Oct 2027, gas deliveries to the Transnistrian region stop for 7 days in a row or more, as stated by the Moldovan government or two news sources.

Not under way

Channels 3 on the card

  1. CanadaNo Canadian loss sourced.
  2. Heat and powerA stop cuts gas, power, heat and hot water in the region, as in January 2025 [4].
  3. Moldova's gridPower from the region's plant to the right bank could be at risk (Strature's view; no figure sourced).

Goods 1

  • Natural gas

Sectors 1

  • Energy and pipelines

Countries 4

Who is exposed

Countries
Moldova, Russia, Ukraine, Romania
Sectors
Energy and pipelines
Goods
Natural gas

Three scenarios and their signposts

  1. S1

    Roll-over

    ANRE extends the designation and payments continue.

  2. S2

    Payment break

    A sanctions step stops the payment agent and gas halts for weeks.

  3. S3

    Mid-winter gap

    The designation lapses on 31 Dec with no successor.

The signposts of each scenario
PathSignpost
S1An ANRE decision before 31 Dec 2026
S2An EU listing touching the intermediaries
S3No ANRE decision by mid-December 2026

No probability is given for the three paths.

Dates to watch

Calendar

The dates to watch

A dot is a day, a bar a month or a year; a hollow mark is tentative. The line marks today.

  1. 31 Dec 2026 Moldovagaz's designation as the region's supplier lapses unless extended [1] Declared · Outside event

    Remind me

  2. 30 Apr 2027 End of the extension requested by the energy ministry [2] Tentative · Outside event

    Remind me

  3. 31 Oct 2027 End of the scored window [1] Declared · Strature date

    Remind me

Sign in, with alerts on, for an email 7 days and 1 day before.

SourceStrature world-risk card; the dates cite the sources below.
Exhibit R-3 · MOLDOVA · strature.net

The other side

The EU offered a €30 million grant and a €60 million aid package that Tiraspol rejected; Chiveri said in December 2025 that it remains available, a route to a supply model less exposed to outside payers [4].

Connected in Strature

Sources

6 sources, numbered as the text cites them

  1. Moldovagaz to supply natural gas to Transnistrian region by late 2026. Moldpres · 9 Jun 2026 · Official · confidence medium · retrieved 1 Nov 2026
  2. Moldova to extend Gazprom subsidiary's status as gas supplier to Transnistria to May 2027. Interfax-Ukraine · 23 Sep 2026 · News · confidence medium · retrieved 1 Nov 2026
  3. Russia officially halts gas supplies to Moldova's Transnistria. Kyiv Independent · 28 Dec 2024 · News · confidence medium · retrieved 1 Nov 2026
  4. Moldovan deputy PM says current energy crises in Transnistrian region could recur, as gas delivery model not sustainable. Moldpres · 17 Dec 2025 · Official · confidence medium · retrieved 1 Nov 2026
  5. Moldovagaz to Supply Gas to Transnistria Through End of 2026. Logos Press · 9 Jun 2026 · News · confidence medium · retrieved 1 Nov 2026
  6. Moldovagaz to stay responsible for supplying natural gas to Transnistrian region in continuation. Moldpres · 4 Mar 2026 · Official · confidence medium · retrieved 1 Nov 2026

Reviewed 1 Nov 2026 · version 1 · last change: first review · All risks