The world is entering a new phase marked by rising political and military instability, requiring a shift in both leadership models and energy policy, according to Marian Năstase, Chairman of the Board of Directors at ALRO.
“We must all understand that we have entered a new phase in the evolution of the world. We are currently in a zone of political and military instability at a global level,” Năstase said.
He criticized the current globalist approach, arguing that it has been defined by ineffective leadership. “We need to move away from a globalist approach characterized by mediocre policies and leaders, toward a centrist strategic approach and the promotion of strong, pragmatic leaders with strategic thinking,” he stated.
On the energy sector, he stressed the urgency of reforming market structures. “The energy market must enter a phase of consolidation. The focus should be on real consumption,” he said. Among the measures proposed are capping intermediary margins for natural gas and electricity for three to five years, along with “aggressive taxation of intermediaries on exports, including intra-community trade.”
He also underlined the importance of improving system resilience through investment. “Technical stabilization of the market must be considered by accelerating funding for storage across all levels,” he added.
Energy production, both electricity and natural gas, has become a strategic priority in the current context, he noted. “Its strategic role is perfectly visible now. Every component of the energy mix has a strategic dimension.”
Năstase highlighted the varying levels of vulnerability among different energy sources. “For example, nuclear energy is geographically concentrated and can be more easily defended militarily, as the cost-benefit ratio of attacking it is highly unattractive due to radiation risks,” he explained.
“Wind and photovoltaic energy are dispersed across the country, making them highly resilient from a military standpoint. The most exposed are hydropower plants and gas and coal-fired power stations,” he added.
He concluded by calling for a fundamental transformation of the sector: “A paradigm shift is necessary—from a fragmented and reactive market to a consolidated, stable, and strategically oriented energy system.”