With the EU considering a shift from Russian LNG to American supplies, the question arises: is this transition technically feasible and economically sound? This article delves into the logistical, infrastructural, and financial challenges of replacing Russian gas, analyzing its impact on the European market and what it could mean for investors. Can the EU Replace Russian LNG with American? Realities, Benefits, and Risks for the European Market The recent statement from European Commission President Ursula ...

... U.S. allies, such as Saudi Arabia or the United Arab Emirates, adds Bousso. The primary risk for oil markets remains the potential blockage or disruption of tanker traffic through the Strait of Hormuz, which accounts for one-fifth of global oil and gas supplies, he further emphasizes. Why Prices are Declining The escalation in the Middle East has occurred, but it had been anticipated by traders, said Alexey Gromov, the Chief Energy Director at the Institute of Energy and Finance. He explained that the ...

... Federation. The increase in money supply may have been prompted by economic stimulus programs aimed at maintaining liquidity in conditions of economic instability. High energy resource prices. In 2024, Russia maintained export revenues due to stable oil and gas prices, leading to an increase in currency reserves and money supply. Growth in domestic lending. Banks became more active in lending to businesses and individuals, which increased the money volume in the economy. Inflation. Rising price levels in ...

... notes potential medium-term risks for Russian diesel exporters, particularly due to China’s increased use of liquefied natural gas (LNG) for heavy road transport. From January to May 2024, sales of LNG-powered heavy trucks in China rose by 127% year-on-year ... ... fleet. New Refineries and Competition China is not a major buyer of Russian diesel, as it predominantly produces its own supplies. However, a decrease in China’s diesel consumption could still impact global demand. Additionally, key Russian diesel ...

... by the European Central Bank. 19:00 (MSK): Russia – GDP Data for Q3 2024 Although focused on Russia, the Q3 GDP data is an important marker for global energy and commodity markets. It reflects how one of the world’s largest exporters of oil and gas is navigating inflation, sanctions, and shifting trade dynamics. A strong reading may indicate resilience in resource-heavy sectors, while a decline could signal broader challenges in energy supply chains. 20:00 (MSK): Baker Hughes Rig Count Data ...