The impact of Russia's gas export strategy on US LNG
Report summary
Table of contents
- Executive summary
-
Introduction
- An oversupplied global gas market
- Europe: the battleground for Russian gas and US LNG
-
Sensitivity analysis
-
Methodology
- Russian contracts supply and pricing
-
Determinants and cases
- Determinants
-
Sensitivity results
-
Outcomes
- High oil price
- Low Oil Price
-
Discussion
- US LNG exports
-
Russia
- Russia pipe capacity and delivered cost
- Europe market share
- Profitability
- Conclusions
-
Outcomes
-
Methodology
Tables and charts
This report includes 25 images and tables including:
- Global and European market flow changes 2015 to 2020 (Wood Mackenzie Base Case H2 2015)
- Russia Pipe Imports to Europe (H2 2015 Wood Mackenzie Base Case)
- LNG Imports to Europe (H2 2015 Wood Mackenzie Base Case)
- Russia contract volumes and pricing
- Russia contract volumes to Europe and spare supply capacity
- Pricing sensitivity matrix
- Pricing sensitivity results 2017 to 2020
- High oil price
- Europe Market flows 2020: High oil price
- Europe Market Flows 2015 vs 2020: High oil price
- NBP Price Outlook annual: High oil price
- NBP Price Outlook monthly: High oil price
- Low oil price
- Europe Market flows 2020: Low oil price
- The impact of Russia's gas export strategy on US LNG: Image 11
- NBP price outlook annual: Low oil price
- NBP Price outlook monthly: Low oil price
- US LNG Flows: High oil price
- US LNG Flows: Low oil price
- Russia pipe export capacity vs sensitivity flows 2020
- Russia delivered cost (2020)
- Russia Europe market share: High oil price
- Russia Europe market share: Low oil price
- European Exports - Russia Profit (2017-2020): High oil price
- European Exports - Russia Profit (2017-2020): Low oil price
What's included
This report contains:
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