Insight
The impact of Russia's gas export strategy on US LNG
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
With European LNG imports, including from the US, set to grow over the next 5 years, there is much speculation about Russia’s likely response. Will Russia’s gas strategy mimic that of Saudi Arabia’s oil strategy, will it seek to retain market share in Europe, pushing European gas prices to levels that force the shut-in of US LNG exports? Using Wood Mackenzie’s Global Gas Model, we have analysed the key factors that will influence US LNG export utilisation, including Russia’s export strategy.
Table of contents
- Executive summary
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Introduction
- An oversupplied global gas market
- Europe: the battleground for Russian gas and US LNG
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Sensitivity analysis
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Methodology
- Russian contracts supply and pricing
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Determinants and cases
- Determinants
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Sensitivity results
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Outcomes
- High oil price
- Low Oil Price
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Discussion
- US LNG exports
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Russia
- Russia pipe capacity and delivered cost
- Europe market share
- Profitability
- Conclusions
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Outcomes
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Methodology
Tables and charts
This report includes the following images and tables:
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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)
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Russia contract volumes and pricingRussia contract volumes to Europe and spare supply capacityPricing sensitivity matrixPricing sensitivity results 2017 to 2020High oil priceEurope Market flows 2020: High oil priceEurope Market Flows 2015 vs 2020: High oil priceNBP Price Outlook annual: High oil priceNBP Price Outlook monthly: High oil price
- 13 more item(s)...
What's included
This report contains:
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