World risk · Energy and resources

Russian gas through Bulgaria to Serbia stops for a week

The test Between 3 Nov 2026 and 3 Nov 2027, gas deliveries through Bulgaria's TurkStream link to Serbia stop for 7 days in a row or more, as stated by the operator or the Bulgarian or Serbian government.

Not under way · Confidence: medium · Reviewed 3 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
3Low steady this month
Impact
4Elevated steady this month
Breadth5
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. Gazprom contract, due to expire 30 Sep, extended to the end of 2026 on the same terms; it covers about 75% of Serbia's yearly gas use (Energy Community) [8]

Why it matters

Serbia feared in October 2025 that it would lose Russian gas via Bulgaria from 1 Jan 2026, but the flow went on, and its supply contract now runs to the end of 2026. The EU's phase-out law bans imports of Russian gas, not transit to a third country, on the text. A stop of a week or more is possible, but brakes hold.

Why Likelihood 3 Pushes: the EU phase-out, whose long-term ban starts inside the window; a drone blast near a pipeline; a contract that runs only to the end of 2026. Brakes: the regulation bans imports, not transit, on the text; Serbia's run of extensions; a Russia-friendly Bulgarian government.

The other facts on file (8)
  • Serbia's energy minister: Serbia would not be able to receive Russian gas via Bulgaria from 1 Jan 2026 [1] (21 Oct 2025)
  • Balkan Stream remains fully operational; Serbia expected to extend its Russian supply deal [2] (11 Feb 2026)
  • Srbijagas: supply contract with Russia extended by three months [3] (24 Jun 2026)
  • Regulation (EU) 2026/261 bans import of Russian gas; import defined as release for free circulation (Art. 2(8), Art. 3) [4] (26 Jan 2026)
  • Ban on long-term pipeline contracts from 30 Sep 2027, by 1 Nov 2027 at the latest [5] (26 Jan 2026)
  • Radev, who called for practical relations with Russia, won the 19 Apr 2026 election [6] (20 Apr 2026)
  • A drone from Romanian airspace exploded near Kardam, about 1,000 metres from a Trans-Balkan pipeline compressor station; no casualties or damage [7] (8 Aug 2026)
  • Hungary's 2025 gas imports of 12,416 million m3 entered 62.5% via Serbia [9] (31 Dec 2025)

Where it sits

BULGARIASERBIA11. Russian gas through Bulgaria to Serbia stops for a week: Elevated impact · unlikely (placed at the country)1 Russian gas throughBulgaria to Serbia stopsfor a weekElevated impact · unlikelyRUSSIAN GAS TO SERBIA STOPS0200 kmat 43°NMap data: Natural Earth (public domain).
BULGARIASERBIA11. Russian gas through Bulgaria to Serbia stops for a week: Elevated impact · unlikely (placed at the country)1 Russian gasto Serbia stopsRUSSIAN GAS TO SERBIA STOPS0200 kmat 43°NMap data: Natural Earth (public domain).

How it spreads

Sample, no data on file. No cited flows by country on file for this risk.

If

Between 3 Nov 2026 and 3 Nov 2027, gas deliveries through Bulgaria's TurkStream link to Serbia stop for 7 days in a row or more, as stated by the operator or the Bulgarian or Serbian government.

Not under way

Channels 3 on the card

  1. CanadaNo Canadian loss sourced.
  2. Serbian supplyThe Russian contract covers about 75% of Serbia's yearly gas use [8]; Serbia would draw on storage and other routes (not sized).
  3. HungaryIn 2025, 62.5% of Hungary's 12,416 million cubic metres of gas imports entered via Serbia [9].

Sectors 1

  • Energy and pipelines

Countries 2

Who is exposed

No figure on file: Bulgaria, Serbia, Hungary, North Macedonia, Bosnia and Herzegovina.

Sectors
Energy and pipelines
Goods
Natural gas

Three scenarios and their signposts

  1. S1

    Transit continues

    Short extensions keep gas flowing.

  2. S2

    Legal squeeze

    An EU step or a Bulgarian decision curbs transit.

  3. S3

    Physical stop

    Damage or a dispute halts flow for a week.

The signposts of each scenario
PathSignpost
S1Serbia's contract renewed before 31 Dec 2026
S2A Commission reading of transit under the regulation before 30 Sep 2027
S3A strike near the pipeline route

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 Serbia's current Russian gas contract ends [8] Tentative · Strature date

    Remind me

  2. 30 Sep 2027 EU ban on long-term Russian pipeline gas contracts begins [5] Declared · Outside event

    Remind me

  3. 1 Nov 2027 Latest start of that ban [5] Declared · Outside event

    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 · WORLD · strature.net

The other side

On the text read, the EU law does not ban transit [4], and Serbia keeps extending its contract [8]. A stop would need a new decision or a physical break.

Connected in Strature

Sources

9 sources, numbered as the text cites them

  1. Serbia warns of gas crisis as EU transit ban threatens Balkan Stream supply. Balkan Green Energy News · 21 Oct 2025 · News · confidence medium · retrieved 3 Nov 2026
  2. Serbia to extend Russian gas supply deal amid strong domestic reserves. Serbia Energy · 11 Feb 2026 · Industry · confidence low · retrieved 3 Nov 2026
  3. Srbijagas: Supply Contract with Russia Extended for Three More Months. BTA · 24 Jun 2026 · News · confidence medium · retrieved 3 Nov 2026
  4. Verordnung (EU) 2026/261, Art. 2 and Art. 3. gesetze.legal · 26 Jan 2026 · Official · confidence medium · retrieved 3 Nov 2026
  5. Phasing out Russian natural gas imports and improving monitoring of potential energy dependencies (summary). European Parliament, Legislative Observatory · Official · confidence high · retrieved 3 Nov 2026
  6. Bulgaria's former President Radev wins election: All you need to know. Al Jazeera · 20 Apr 2026 · News · confidence medium · retrieved 3 Nov 2026
  7. Bulgaria's Radev says drone exploded in Bulgaria's airspace. The Star (Reuters) · 8 Aug 2026 · News · confidence high · retrieved 3 Nov 2026
  8. La Serbie obtient une prolongation de trois mois de son accord gazier avec la Russie. Connaissance des Énergies (AFP) · 30 Sep 2026 · News · confidence high · retrieved 3 Nov 2026
  9. Imports of natural gas by partner country, monthly data (nrg_ti_gasm). Eurostat · Official · confidence high · retrieved 3 Nov 2026

Reviewed 3 Nov 2026 · version 1 · last change: first review · All risks