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European security of gas supply is a topic that won't be going away any time soon. In this article, we discuss the latest proposals by the European Commission to introduce a 80% gas storage target by 1 November and Friday's deal between US and the Europe Union to increase LNG supplies by 15 bcm this year.
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Since the invasion, there has been an increase in the number of vessels operating in the Black Sea with lost AIS signals for one day or more, but there is no indication yet that this increase is linked to suspicious behaviour including covert ship-to-ship (STS) activity.
Tracking on Saras refinery runs in Q3 shows that the company is likley to miss its quarterly guidance
As Russian crude oil exports could decrease by 1.5 mbd from next month onwards according to our estimates, we look to what extent US shale production could offset the impact thanks to its business model with high flexibility and reactivity.
A few laden Yamal LNG-chartered vessels that were earlier signalling their arrival at ports in France and Spain are waiting for orders to sail to new destinations suggesting a pre-emptive move by Yamal LNG ahead of a possible ban by the EU on Russian ships entering its ports.
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