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The impact of Russia's gas export strategy on US LNG

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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.

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Table of contents

Tables and charts

This report includes 25 images and tables including:

Images

  • 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 to Europe and spare supply capacity
  • Pricing sensitivity matrix
  • 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
  • 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

Tables

  • Russia contract volumes and pricing
  • Pricing sensitivity results 2017 to 2020
  • High oil price
  • Low oil price

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