... supplies of Russian pipeline gas through the Ukrainian gas transportation system have been completely halted after the expiration of the contract between Gazprom and Naftogaz. Southern Corridor – Main Channel: The only currently functioning route of Russian gas to the EU remains the "Turkish Stream" pipeline and its extension to Southern Europe (via Turkey and the Balkans). Approximately 50 million cubic meters per day are transmitted through it, partially compensating for the lost volume from ...

... further weaken Russia’s role in the global market. Together, geopolitical factors and new agreements are creating a clearer long-term picture for investors: transatlantic energy cooperation is strengthening, while risks for those continuing to depend on Russian oil and gas are increasing. Moscow, for its part, is under growing pressure. Trump’s ultimatum regarding Ukraine – the demand for peace within days – if not met, threatens new harsh sanctions. This could also affect the remaining export of Russian energy ...

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 ...

... is positively perceived by investors and industrial consumers. Market participants are closely monitoring further steps by the EU to strengthen energy security—including discussions on new storage filling regulations and potential restrictions on Russian gas imports. Global Agreements and Policy: Trade Thaw vs. Sanction Pressure The international agenda intertwines two opposing trends: on one hand, the de-escalation of trade conflicts between major economies, and on the other hand, the escalation of geopolitical ...

... Investors and the industry, in general, welcome the accumulation of reserves as it reduces the risks of sharp price surges in winter. However, market participants continue to monitor potential EU decisions regarding further reductions in dependency on Russian gas. Against the backdrop of discussions on new sanctions against Russia, Hungary has already stated that it will seek separate solutions with Russia in the event of a European-wide ban on Russian gas imports—this signal underscores the ongoing divisions ...