Insight
| |
4 Pages

The vulnerability of Ukraine to a Russia supply disruption


The vulnerability of Ukraine to a Russia supply disruption

Report summary

A disruption of Russian gas supply to Ukraine through the summer would have a prolonged impact on Ukraine. Demand this summer would likely be met from indigenous production and storage, although substantial additional imports would be required in the summer of 2015 to refill storage inventories. But the major impact would materialise in the winter of 2014-2015. Increased reverse flow capacity from Europe and higher Russian imports are unlikely to be sufficient to avoid demand disruption.

What's included?

This report includes 1 file(s)

  • The vulnerability of Ukraine to a Russia supply disruption PDF - 2.46 MB 4 Pages, 0 Tables, 4 Figures

Description

This Macroeconomics and Global Trends Insight report presents our research on this key topic, and draws out the implications for economies and commodity markets.

This report delivers a clear understanding of our unique global economic outlook and identify risks and uncertainties to watch out for.

Wood Mackenzie's global trends and macroeconomic analysis underpins all our commodity demand analysis, ensuring we continually deliver an integrated and consistent view.

Our comprehensive understanding of commodity markets gives us a unique insight into the pace of global development and the risks associated with it.

  • Executive Summary
  • Background
  • Ukraine can sustain a summer disruption...
  • ...but consequences will materialise during the winter
    • Ukraine supply-demand balance
  • Reverse flow imports from Europe will be limited by timely available capacity...
  • ...resulting in some unmet demand unless additional Russian gas is supplied
    • Summary of supply shortfall compensation (June 2014 - April 2015)
  • Conclusion

In this report there are 4 tables or charts, including:

  • Executive Summary
  • Background
  • Ukraine can sustain a summer disruption...
  • ...but consequences will materialise during the winter
    • The vulnerability of Ukraine to a Russia supply disruption: Image 1
  • Reverse flow imports from Europe will be limited by timely available capacity...
    • Map of reverse flows
    • Reverse flow capacity
  • ...resulting in some unmet demand unless additional Russian gas is supplied
    • The vulnerability of Ukraine to a Russia supply disruption: Image 4
  • Conclusion
Requester's name : .............
Department : .............
Authoriser's Name : .............
Authoriser's signature : .............
Date : .............
Cost Centre : .............

Questions about this report?

Frequently Asked Questions

Mailenquiries@woodmac.com
  • Europe: +44 131 243 4699
  • Americas: +1 713 470 1900
  • Asia Pacific: +61 2 8224 8898
contact us

Why Wood Mackenzie?

Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.

We work across every sector of oil, gas, power, renewables, chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.

Our 500+ analysts are based in the regions they cover, cultivating an unrivalled depth of understanding to help clients accurately identify new opportunities, define their strategy and improve business performance.

At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.