«Big Bounce: Russian gas amid market tightness» - a new study published by Vitaly Ermakov
Vitaly Ermakov, the CCEIS expert, published the new study concerning Russian gas exports
Key points:
- Russian gas output in 2021 has reached limits of near-term productive capacity responding to spikes in demand at home and abroad
- Russian gas exports increased robustly y-o-y, focusing mostly on Turkey and Germany
- This has proven to be insufficient to meet the rising call on Russian gas in Europe in Q3, which contributed to a price spike
- The configuration of Russian gas flows is changing, reflecting the shift in the geography of Russian gas supply
The full text is available here