Thierry Bros on the impact of the arrival of a new competitor (US LNG) on European prices where Gazprom has a sizeable market share and hence real market power, at the November 2017 Energetika Conference in St Petersburg.
In this presentation, Thierry Bros argues that the Dutch TTF is now the most liquid hub in Europe (in front of the UK NBP). He also analyses the dynamics of the new Groningen cap, US LNG and record Russian flows. The presentation concludes with a focus on the potential impacts of Brexit on policy and […]
There is limited scope for significantly reducing overall European dependence on Russian gas before the mid-2020s. Countries in the Baltic region and south eastern Europe which are highly dependent on Russian gas, and hence extremely vulnerable to interruptions, could substantially reduce and even eliminate imports of Russian gas by the early 2020s, by a combination […]
Trump’s Twitter an additional explanatory variable in oil price movements (4/4). https://t.co/e037HbsVvu
With global output 1.8 mb/d lower, monthly Brent would have risen only to $83.1/b reflecting the fact that most of… https://t.co/2yBc4nuTcl
OECD stocks would have still risen above their 5-yr average but the pace of stock build-up would have been slower a… https://t.co/VTrP9FbzTm