LNG Competition in Europe: Is US a Threat to Russia?

Christopher Goncalves discusses topics including European domestic gas supplies, available market share of natural gas and LNG imports, and the pricing challenge posed to Russian natural gas by US LNG and global LNG.

“The current global market surplus of LNG and the addition of substantial new supplies of US LNG by the early 2020s is driving a paradigm shift in the LNG market, where increasing numbers of sellers compete to supply increasing volumes of LNG to meet relatively modest LNG demand growth.”

Read Mr. Goncalves’ full commentary.