EPISODE · Jan 5, 2023 · 50 MIN
Why Europe Keeps Buying Russian LNG — Andreas Schroeder
from The IR thinker
By all accounts, 2023 will be a year of endless debates about energy relations between the European Union and Russia. On this edition of "The IR thinker", I am curious about Russian LNG in Europe, is it a sign of hypocrisy in the European Union or a smart Russian business move?I am joined by Andreas Schroeder, Head of Energy Analytics at ICIS – Independent Commodity Intelligence Services; a global company with 150 years of experience in delivering market intelligence. Andreas is a leading expert on LNG issues, and I highly recommend connecting with him on LinkedIn, where he posts tremendous sources of knowledge.Content00:00 - Introduction02:07 - Russian LNG in Europe04:45 - Novatek and LNG transport to Europe11:55 - LNG politics and the European Union18:14 - EU gas storage, LNG supplies and terminals23:33 - Russia sells LNG to third countries26:04 - LNG gas contracts29:45 - LNG price components38:43 - LNG market and reforms in Europe44:32 - Recommendation for the European UnionFollow & Further ResourcesSubstack: https://theirthinker.substack.com/LinkedIn: https://www.linkedin.com/company/ir-thinker/X: https://x.com/irthinker_Instagram: https://www.instagram.com/theirthinker/Bluesky: https://bsky.app/profile/theirthinker.bsky.socialFacebook: https://www.facebook.com/irthinkerfb Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
By all accounts, 2023 will be a year of endless debates about energy relations between the European Union and Russia. On this edition of "The IR thinker", I am curious about Russian LNG in Europe, is it a sign of hypocrisy in the European Union or a smart Russian business move?I am joined by Andreas Schroeder, Head of Energy Analytics at ICIS – Independent Commodity Intelligence Services; a global company with 150 years of experience in delivering market intelligence. Andreas is a leading expert on LNG issues, and I highly recommend connecting with him on LinkedIn, where he posts tremendous sources of knowledge.Content00:00 - Introduction02:07 - Russian LNG in Europe04:45 - Novatek and LNG transport to Europe11:55 - LNG politics and the European Union18:14 - EU gas storage, LNG supplies and terminals23:33 - Russia sells LNG to third countries26:04 - LNG gas contracts29:45 - LNG price components38:43 - LNG market and reforms in Europe44:32 - Recommendation for the European UnionFollow & Further ResourcesSubstack: https://theirthinker.substack.com/LinkedIn: https://www.linkedin.com/company/ir-thinker/X: https://x.com/irthinker_Instagram: https://www.instagram.com/theirthinker/Bluesky: https://bsky.app/profile/theirthinker.bsky.socialFacebook: https://www.facebook.com/irthinkerfb Hosted on Acast. See acast.com/privacy for more information.
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Why Europe Keeps Buying Russian LNG — Andreas Schroeder
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