Deep Dive

Energy Sector and Population Movement Nexus in Syria

2026-02-15 131 views 87 min read
−74%
Generation Decline Since 2011
1.9M
IDP Returnees Since Dec 2024
76%
Locations Showing NTL Recovery
7.2M
Still Internally Displaced

Fourteen months after the fall of the Assad regime, Syria’s energy sector remains the single largest constraint on post-conflict recovery—and the single strongest predictor of where displaced populations are returning. The grid delivered barely two hours of power per day in December 2024. By February 2026, a combination of international gas deals, dam transfers, and sanctions relief has pushed supply to approximately eight hours in served areas. But the gap remains vast: actual generation sits around 2,200 MW against peak demand exceeding 5,600 MW.

This deep dive cross-references energy infrastructure data—power plant output, gas supply, oil production, satellite nighttime lights—with UNHCR displacement and return figures to surface a structural pattern: people return to where the lights are on. Aleppo, Hama, and Homs—the three governorates with direct international gas supply—absorb 70% of all IDP returns. Conversely, the northeast’s oil-rich regions, which produce the majority of Syria’s crude but lack grid-connected generation, show the weakest recovery.

The policy implication is direct: energy infrastructure investment is not merely a recovery-sector issue—it is a displacement driver. Energy-blind humanitarian planning risks misallocating resources away from the areas where returnees are actually arriving and where service demand is surging.


A Shattered Grid: Pre-War vs. Today

Before 2011, Syria’s full installed capacity stood at roughly 9,000 MW, with effective generation capacity of approximately 5,800 MW. Annual generation reached 49,000 GWh, and per capita consumption was approximately 1,611 kWh/year. By 2023, generation had collapsed to 12,900 GWh—a 74% decline. Only about 2,000 MW was operational by late 2024, falling further to an estimated 1,200–1,500 MW at the start of 2025. Over 30% of generated electricity is lost in the network, nearly double the 17% reported in 2010.

Syria entered the conflict with 14 major thermal plants and three Euphrates dams. Four plants were destroyed (2015–2017), representing roughly 18% of pre-war capacity. The eight surviving thermal plants run at 20–50% of nameplate due to fuel shortages. The Euphrates dams—Tabqa (880 MW), Tishrin (630 MW), and Baath (81 MW)—output just 400–500 MW. Both Tabqa and Tishrin were transferred to state control under the January 2026 14-point agreement between Damascus and the SDF, returning Syria’s largest infrastructure assets to central governance for the first time since 2012.

Capacity vs. reality: UNDP reported generation capacity had fallen to 1,200–1,500 MW at the start of 2025. Karam Shaar Advisory put mid-2025 output at 1,600 MW. Turkey’s energy minister had cited 3,500 MW in December 2024. The gap between these figures reflects uncertainty about what “capacity” means absent fuel.
Generation Capacity & Daily Supply (Pre-War – Feb 2026)
Sources: UNDP (2022); UNDP/Qatar (2025); Min. of Electricity via Karam Shaar Advisory; Turkish Min. of Energy (Dec 2024); Enerdata; IEA. Supply hours estimated from governorate-level reporting.

The Fuel Equation

Fuel shortages—not capacity—are the binding constraint. Daily power plant needs require 23 mcm/d of gas plus 5,000 tonnes of fuel oil. As of July 2024, domestic gas production was just 6.5 mcm/d; by early 2026 it has recovered to an estimated 7.6 mcm/d (SPC, via Enab Baladi). Three international gas agreements aim to close the gap: Qatar via Jordan (~2 mcm/d since March 2025), SOCAR via Kilis–Aleppo (~3.3 mcm/d since August 2025), and a Turkish pledge of 5.5–6 mcm/d whose delivery remains uncertain. Total available supply stands at approximately 15.5 mcm/d—67% of daily requirements.

The Conoco/Tabiyeh gas plant east of Deir ez-Zor—pre-war capacity 13 mcm/d—could close more than half the remaining gap if restored. The SPC signed an MoU with ConocoPhillips and Novaterra in November 2025. Syria’s energy minister has targeted 15 mcm/d domestic production by end of 2026.

Conoco is the key: A single facility’s restoration could shift Syria’s gas balance from a ~33% shortfall to near balance. Combined with domestic production at 8 mcm/d and the 13 mcm/d from Conoco, total supply would approach 21 mcm/d against 23 mcm/d demand. No other near-term intervention carries equivalent impact on electricity generation.
Gas Supply vs. Demand (Pre-War – Feb 2026)
Sources: al-Zamel (Jul 2024) via Karam Shaar Advisory; SPC via Enab Baladi (Jan 2026); Washington Institute; Modern Diplomacy (Feb 2026). Daily demand = 23 mcm/d (Min. of Electricity).

Extraction Without Electrification

Pre-war crude oil production was approximately 383,000 bpd. By late 2024, production was roughly 60,000 bpd. It recovered to about 120,000 bpd in late 2025 before softening as the Rmelan field declined—SDF officials confirmed in February 2026 that hundreds of wells remain offline due to conflict damage and lack of extraction technology. The SPC now controls al-Omar field (production at ~26,000 bpd and potentially rising to 45,000 bpd after maintenance) following a January 2026 transfer. Syria’s first oil export in 14 years—600,000 barrels—shipped in September 2025.

Refining is the bottleneck. Baniyas (~130K design, ~95K actual) and Homs (~110K design, ~38K actual) are the only operational refineries. Combined throughput covers roughly 60% of domestic fuel demand. Eastern oil fields produce crude that is either exported or piped west—delivering zero local electricity to the communities living above the oil.

Oil Production, Demand & Refining Capacity
Sources: EIA; Wood Mackenzie (Jan 2026); Karam Shaar Advisory; Arab News (Feb 2026); Enab Baladi (Rmelan decline Feb 2026); Global Energy Monitor.

Lights in the Dark

Satellite nighttime light (NTL) reflectance is the best available proxy for electricity consumption at community level. Analysis from CA-SYR (Uneven Currents, September 2025) and Karam Shaar Advisory / Syria From Above (February 2026) reveals a stark geographic divide. 76% of locations show recovery, but the median gain in government-transitioned cities (+36.2%) was 66% higher than in SDF-controlled areas (+21.8%).

Aleppo leads nationally at +61%—the only city receiving dedicated international gas supply. Sweida collapsed to −32% following July 2025 security clashes. Grid-connected communities recovered 14–19% faster than generator-dependent ones, confirming that centralised electricity provision, not private generators, drives measurable recovery.

Nighttime Light Change by City (YoY %)
Sources: CA-SYR / Mercy Corps “Uneven Currents” (Sep 2025); Karam Shaar Advisory / Syria From Above VIIRS NTL analysis (Feb 2026).

The Energy–Population Nexus

Since December 2024, approximately 1.9 million IDPs have returned to their areas of origin (UNHCR Flash #53, November 2025: 1,944,762; UNHCR confirmed “over 1.9 million” in December 2025). Over 1.07 million refugees have crossed back from Türkiye, Lebanon, Jordan, Iraq, and Egypt (IOM DTM, December 2025); UNHCR’s higher estimate reaches 1.2 million. Yet an estimated 7.2 million remain internally displaced (PRISM, January 2026). New displacement continues: January 2026 government–SDF tensions displaced an estimated 170,000+ people in northeastern Syria.

Cross-referencing UNHCR return data with NTL recovery and energy facility locations reveals the core finding of this analysis: returnees concentrate in governorates with active electricity generation. Aleppo, Hama, and Homs—the three governorates with direct international gas supply—absorb 70% of all IDP returns (40% + 16% + 14%; UNHCR Flash #53). For refugee returnees, the top five destinations—Damascus (17%), Aleppo (16%), Idleb (14%), Homs (13%), and Rural Damascus (12%)—account for 72% (UNHCR Flash #47).

The timing reinforces this link. The sharpest acceleration in return movements (January–August 2025: ~683K to ~1.6M IDP returnees) coincided with the activation of the SOCAR gas pipeline to Aleppo (August 2025) and the beginning of Qatari gas via Jordan (March 2025). Both events pushed electricity supply from 2–3 to approximately 8 hours daily—a threshold UNHCR monitoring identifies as critical for service restoration and the basic conditions of return.

Key correlation: Aleppo receives 40% of all IDP returnees and shows +61% NTL growth—both the highest nationally—and is the only city receiving dedicated international gas supply (SOCAR, ~3.3 mcm/d). By contrast, Hasakeh hosts Rmelan oil and Suwaidiyah gas, yet recorded −3% NTL and minimal return flows. Extraction is not electrification.
Population Movement & NTL Recovery by Governorate

Boundaries: OCHA COD-AB (data.humdata.org). Hover for detail, click to pin. Toggle layers below.

IDP STOCK (% of 7.2M) >25% 15–25% 5–15% <5% NTL gain NTL decline → Return flow OCHA COD-AB · UNHCR Flash #47, #53 · UNHCR Dec 2025 · PRISM Jan 2026 · IOM DTM Dec 2025 · CA-SYR Sep 2025 · Karam Shaar / Syria From Above Feb 2026
OCHA COD-AB (data.humdata.org/dataset/cod-ab-syr); UNHCR Flash Updates #47, #53; UNHCR press release Dec 2025; PRISM Syria Situation Update (Jan 2026); IOM DTM (Dec 2025); CA-SYR (Sep 2025); Karam Shaar / Syria From Above (Feb 2026).
Population Returns & Energy Milestones (Dec 2024 – Feb 2026)
Left axis: cumulative returnees (UNHCR Gov Overviews; Flash Updates #9–53; UNHCR press 8 Dec 2025). Right axis: gas supply & oil production (Karam Shaar; Washington Institute; SPC). Dashed lines = energy metrics.
Energy–Population Correlation: NTL Recovery vs. Returnee Concentration
Bars: NTL YoY change (CA-SYR; Karam Shaar). Purple line: combined IDP + refugee returnee share by governorate (UNHCR Flash #47, #53). Weighting: IDP×1.94M + Refugee×1.07M / 3.01M total.

Observed Correlations

Gas Supply → Returnee Magnet
Aleppo, Hama, and Homs—the three governorates with direct international gas supply—absorb 70% of all IDP returns (UNHCR Flash #53). Gas enables electricity → services → return conditions.
Oil Production ≠ Grid Recovery
Hasakeh and Deir ez-Zor host most of Syria’s oil and gas extraction, yet show the weakest NTL recovery (−3% and +25%). Crude is exported or piped west without powering local grids.
NTL Tracks Returns, Not IDP Stock
Idleb hosts 30% of all IDPs but shows cooling NTL growth (+30%). High IDP stock reflects displacement, not recovery. NTL correlates with return flows, not static displacement levels.
Security Trumps Energy
Sweida’s NTL collapse (−32%) and net displacement despite grid proximity show that security is the prerequisite. Jul 2025 fighting displaced 160,000+ regardless of infrastructure.

Governorate Correlation Matrix

GovernorateIDP StockIDP Ret. ShareRefugee Ret. ShareNTL ChangeKey Energy Asset
Aleppo22.6%40%16%+61%SOCAR gas ~3.3 mcm/d + Thermal 456 MW
Hama3.8%16%+40%Mehardeh 655 MW
Homs5.4%14%13%+36%Jandar 1,183 MW + Ebla gas hub
Idleb30.1%14%14%+30%Zayzoun destroyed; UCC 1 GW planned
Damascus2.5%17%+17%Deir Ali 1,500 MW + Al-Nasiriyah 488 MW
Raqqa3.0%+28%Tabqa Dam 880 MW (transferred Jan 2026)
Deir ez-Zor2.9%+25%Al-Omar oil + Conoco gas (non-op.)
Hasakeh8.5%−3%Rmelan oil (SDF admin., declining)
Sweida0.9%−32%None; Jul 2025 security crisis
IDP stock: PRISM Syria Situation Update (Jan 2026). IDP return shares: UNHCR Flash #53 (Nov 2025). Refugee return shares: UNHCR Flash #47 (Oct 2025). NTL: CA-SYR / Karam Shaar. Energy: Global Energy Monitor; Karam Shaar Advisory; Wood Mackenzie (Jan 2026).

Deals on the Table

Sanctions relief has unlocked a cascade of energy investment. The EU suspended restrictions in February 2025 and fully lifted them in May. The US issued General Licenses GL24/GL25 and repealed the Caesar Act in December 2025. SWIFT transfers resumed mid-2025. The flagship deal is a $7 billion UCC/Qatar consortium covering 5,000 MW of new plants (4 CCGT + 4 solar).

Other key commitments: a $146M World Bank grant (June 2025), $150M in Saudi energy deals (including contracts with ADES Holding and Arabian Drilling), a 1.65M barrel Saudi oil grant that restarted Baniyas refinery, and a new tariff structure (600–1,800 SYP/kWh) reducing the ~$1B/year subsidy burden. The energy minister estimates $40 billion needed for full recovery.

Transparency concern: UCC Holding’s principals (Moutaz and Ramez al-Khayyat) are at the centre of a UK legal case alleging terrorism financing. Their proximity to the new leadership has raised questions about the award process for these concessions.

Energy Sector Timeline: Dec 2024 – Feb 2026

Dec 2024
Assad falls. Iran halts fuel. Baniyas refinery stops. Grid delivers ~2 hrs/day.
Jan 2025
GL24 sanctions relief. Powerships announced (800 MW). Ansaldo & Siemens pledge Deir Ali repairs.
Mar 2025
Qatar gas begins via Jordan (~2 mcm/d). Target 8 hrs/day. Minister: $40B needed.
May 2025
EU lifts sanctions. $7B UCC MoU signed. World Bank approves $146M grant.
Aug 2025
SOCAR gas active via Kilis–Aleppo (~3.3 mcm/d). Aleppo NTL +61%. Aug blackout splits grid.
Sep 2025
First oil export in 14 years: 600K barrels. CA-SYR confirms 76% NTL recovery.
Nov 2025
5 GW concessions signed. New tariffs. Saudi 1.65M bbl grant. Caesar Act repealed. ConocoPhillips/Novaterra MoU with SPC.
Jan 2026
14-point SDF–Damascus agreement: Tabqa, Tishrin, Al-Omar, Conoco transferred to state. +1,510 MW installed dam capacity.
Feb 2026
Rmelan wells declining (SDF/SPC inspection underway). Domestic gas holds ~7.6 mcm/d. Grid ~8 hrs in served areas. Egypt gas MoU signed.

Facility-Level Energy Map

This interactive dashboard maps every major energy facility in Syria—power plants, dams, oil fields, gas processing plants, and refineries—with current operational status. Click any tab to switch layers, click markers on the map or rows in the list to view facility details. All data cross-referenced from multiple sources as of February 2026.

1,600 MW
Current daily output
vs. 8,500 MW pre-war
7.6 mcm/d
Gas production
vs. 23 mcm/d needed
~100K bpd
Oil production
vs. 385K bpd pre-war
76%
Locations recovering
NTL satellite data
Click a marker on the map or a row in the list below to view facility details
Sources: Karam Shaar Advisory (Oct 2025, Jul 2025, Feb 2026); Washington Institute (Aug 2025); Enab Baladi (multiple 2025–2026); Global Energy Monitor; SANA; Wood Mackenzie (Jan 2026); Arab News (Feb 2026); CA-SYR / Syria From Above (Feb 2026). Map: OCHA COD-AB.

What the Data Points To

01
Treat Energy as a Displacement Driver
70% of IDP returns flow to three governorates with international gas supply. Energy-blind humanitarian planning misallocates resources away from areas absorbing the bulk of Syria’s 3 million returnees.
02
Prioritise Gas Over Oil
Gas supply is the binding constraint on electricity. Restoring Conoco (13 mcm/d) would close >50% of the gas shortfall. Oil extraction without refining delivers zero local electricity.
03
Condition Investment on Grid Connectivity
Northeast energy extraction produces crude for export, not local consumption. Investment should be conditioned on grid-connected generation benefiting host communities.
04
Sequence: Security → Energy → Returns
Sweida (−32% NTL) and NE Syria (170K displaced Jan 2026) show energy infrastructure alone is insufficient. Security stabilisation must precede energy investment to enable return.
05
Close the NTL Data Gap
No official community-level consumption data exists post-December 2024. Satellite NTL is the best proxy. Investment in VIIRS analysis and open governorate-level data is essential for needs-based programming.
06
Scrutinise Concession Transparency
$7B+ in concessions awarded with limited disclosure. The UCC legal case and opaque award processes underscore the need for independent oversight of energy sector contracts.
Syria energy gas NTL return migration
Downloads & Resources
Syria Energy Sector Deep Dive Dataset.xlsx
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