Insight
What if Russian piped gas came back to Europe? A scenario analysis.
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Europe is at the point of no return concerning large-scale Russian piped gas imports. In our base case, we assume that only a handful of countries – Turkey, Serbia, Hungary – will continue importing Russian gas in the long term. But if the war were to end tomorrow, and a political agreement was going to be brokered to accommodate a return of Russian pipe imports to Europe, what would this mean for the gas market? In this report we discuss a hypothetical increase in Russian piped imports into Europe, their possible scale and routes and the implications for the global gas flows and prices.
Table of contents
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Executive summary
- Video - Modelling what if Russian piped gas came back into Europe, using Lens Gas and LNG
- Introduction
- Key factors impacting a hypothetical return of volumes
- Infrastructure
- Availability of gas for export
- Contracts
- Potential volumes and their impact
- Conclusion
Tables and charts
This report includes the following images and tables:
- Russian piped flows into Europe – base case
- Status of key infrastructure
- Russia contracts to Europe (ACQ) vs forecast flows
- Cycles of global gas prices - base case
- LNG imports under the scenario
What's included
This report contains:
