“There has been a growing imbalance between Asia and Europe, with European stocks growing at the expense of Asian inventories… We expect LNG imports for…
“Sonatrach’s Brent-indexed customers .. gained a huge discount relative to TTF and other global gas indices, and price review provisions in its sale and purchase…
“If the outage lasts months rather than weeks, the total loss can be much greater, and Europe’s more comfortable inventory situation will not be quite…
This past winter has revealed the degree of natural gas demand destruction that is possible within Europe under extreme market conditions. Total European (including the…
“LNG alone cannot possibly be the answer, since it would require about 10 new LNG production trains to displace Russian gas imports.” Tamir Druz, managing…