Insight
What if Russian piped gas came back to Europe? A scenario analysis.
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
- 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 5 images and tables including:
- 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:
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