The rapid reduction in Russian gas exports to Europe has resulted in an unprecedented reshuffling of LNG trade dynamics. This shock will have a long-term impact on the evolution of the global LNG industry and direct consequences for the evolution of new and emerging Asian markets.
The magnitude will depend on the uncertain future for Russian gas exports and the response of European gas demand.
We present a set of scenarios for the evolution of these dynamics and their impact on market participants, through Baringa’s Global Gas Models, and its global LNG commercial advisory team.
Download the report to find out:
- How the reduction of Russian gas supply to Europe is reshaping the LNG market
- The four factors that will impact on LNG marketing in the long term
- Why China’s imports are expected to become increasingly flexible
- What are the growth drivers for Vietnam, Indonesia and India
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