"The Omnipotent Power of American LNG": Myths and Legends of the Gas Market


Somehow, imperceptibly for the general public, the epic with the construction of the notorious "Nord Stream-2", about which so many copies were broken, ended. The project, which cost PJSC Gazprom $ 5,5 billion buried at the bottom of the Baltic Sea, and the same amount to its European partners in the project - French ENGIE, Austrian OMV, British-Dutch Royal Dutch Shell and two German companies Uniper and Wintershall, who entered the project in half with the Russian monopolist (1 billion euros each, not counting another 5 billion dollars invested by the Europeans in the ground continuation of SP-2), through the efforts of the Americans, promised to become an underwater monument of the stupidity and recklessness of the project participants and the triumph of American power. But he didn't!


In order to understand how this happened, several long-standing myths will have to be dispelled.

Myth number 1. On the bloodthirsty monopoly Gazprom


At the moment, the EU consumes 600 billion cubic meters of gas per year for domestic and economic needs of the population, including industry and electricity and heat generating capacities (with an upward trend, although the pandemic has slowed this growth). Gazprom's share in this figure is only one third, having broken through the mark of 2018 billion cubic meters in 200, and last year, due to a warm winter and covid, fell to 175 billion. The remaining 66% of Europe's natural gas needs are replaced by other suppliers. Among them, LNG (liquefied natural gas) suppliers dominate, the largest of which are Qatar, Algeria and Nigeria, but there are suppliers of pipeline gas, in particular Norway (but its share is decreasing as the fields in the North Sea are developed, which are operated from 50 -s of the last century).

What kind of monopoly can we talk about? What kind of dependence on the Russian pipe? If you don't like cheap Russian pipe gas, buy expensive Algerian or Qatari LNG. By the way, back in 2009 (after the famous gas war between Kiev and Moscow), the States already tried to squeeze out Russian pipeline gas from the European market by laying the Qatar-EU gas pipeline through the territory of Saudi Arabia, Jordan, Syria, Turkey, and then joining the Nabucco gas pipeline ".

For your information:: Qatar, for a second, currently has the largest proven gas reserves in the world (although it shares them with Iran).

How did the President of the SAR, Bashar al-Assad, who was faithful to his allied obligations to the Russian Federation and did not allow the pipe to be laid through his territory, end, you know. In 2011, the States, with the hands of their Middle Eastern vassals, unleashed a war against him, and now you understand why the Russian Federation has been fighting there since 2015. If you think that for Assad, then you are deeply mistaken, the Russian Federation is fighting there for itself and its economic interests.

Myth number 2. About a rusty Ukrainian pipe that nobody needs


Now we will have to dispel the myth rooted in the minds of Russians about the rusty Ukrainian GTS, which no one needs. Needed! Very much even needed. It was for her that the war unfolded in 2014 between the States and Europe (you know who won the war). Control over the pipe ensured not only the energy independence of the EU, but also the competitiveness of European goods in the American and other markets. All the talk that the pipe is rusty requires repair and modernization is nothing more than idle chatter aimed at reducing its sales value. And although it costs nothing without gas, but only in 2014, without it, Gazprom would not have been able to fulfill its long-term contractual obligations to the EU, signed for the period up to 2030-2040 (with different EU countries for different periods).

The throughput capacity of the Ukrainian GTS towards the EU is 142,5 billion cubic meters of gas per year. The capacities of SP-1 (55 billion cubic meters of gas / year), the Yamal-EU gas pipeline (33 billion cubic meters of gas / year) and Blue Stream (16 billion cubic meters of gas to Turkey, which is part of EU balance) were insufficient to replace the lack of a Ukrainian direction. That is why the idea of ​​bypass routes to Ukraine - South Stream and SP-2 - arose. You know how South Stream ended, it turned into Turkish (with a capacity of 31,5 billion cubic meters of gas per year, half of which goes to Turkey, half to Southern Europe). How the epic ended with the SP-2, about this in the next article.

Myth number 3. On the overwhelming power of American LNG


Under our favorite Donald Trump, another legendary myth arose about the replacement of Russian pipeline gas by American LNG. By the way, the full-scale implementation of the SP-2 project also began with him - in 2017.

The destruction of the myth will have to begin with a statement of the medical fact that no American LNG exists in nature. There is LNG produced on the American continent, specifically in the United States, by private American companies, to which the US state has nothing to do, except that they are located on its territory. They regularly pay taxes at the place of their registration, they do not owe anything else to the US state. To tell them to whom they should sell their LNG, and to whom not, neither the President of the United States, much less a bipod of a smaller caliber - cannot, from the word "absolutely". With all their desire.

It must be understood that the United States until 2015 was only a net importer of LNG for its own needs (it became a net exporter only under Trump). Therefore, antimonopoly legislation has developed there, nullifying the possibility of a monopolist emerging on the American market, capable of single-handedly dictating gas prices. As a result, all gas sellers can only sell gas on the national gas exchange Henry Hub. Therefore, in the United States, the gas producer, the owner of the liquefaction plant and the LNG exporter are three completely different structures, and the latter are mainly non-American companies. Most (63%) of them are "portfolio buyers" such as Shell, British Petroleum, Total, which have a large pool of buyers around the world and send American LNG to regions with the most attractive prices at that time (there were cases when LNG carriers deployed right on the way).

The scheme is simple - an LNG processing plant buys gas from local shale gas producers, liquefies it, and then sells it to buyers (Shell, Natural Gas Fenosa, and other companies) on FOB (free on board) terms of delivery under which the Seller loses the rights on the goods immediately, as soon as the goods have crossed the ship's rail at the port of shipment, from that moment all costs and risks of loss or damage to the goods are borne by the Buyer. After that, the seller does not care about the fate of the goods (LNG), he cannot influence the place of its shipment. Neither he, let alone the President of the United States.

American LNG companies have never seen the European market as an end in itself. Look at the map - where is Europe and where is Asia with its premium market? Even taking into account more complex logistics (the Pacific Ocean is still wider than the Atlantic Ocean and it is necessary to go through the Panama Canal, since all American LNG plants are located on the Atlantic coast), the fish still go where it is deeper, and a person, where it is better ... All businessmen know how to count money and it is difficult to get them to sell their products where they pay less for it. Therefore, they all break into the high-margin SEA market, where prices are several times higher. Selling gas in Europe at lower prices, you must agree, is a rather strange strategy. And low prices in Europe are largely provided by Gazprom. Its pipeline gas will always be cheaper than ocean-going LNG.

No battles have been fought for Europe, because LNG trade is a business, and gas goes wherever they pay more for it. And no geopolitics can prevent this. US-made LNG may periodically increase its presence in Europe, but these are normal market fluctuations, temporarily favored by the price environment. And then, we are talking only about free (non-contracted) volumes. And since all the capacities and volumes of American LNG plants are contracted for 15-20 years in advance (otherwise, businessmen who have invested in this business will never pay off the loans received for their construction, and they will never receive the loans themselves, because long-term the contract for the supply of LNG goes as collateral for the loan), then Trump could only dream of conquering the EU gas market and ousting cheap Russian pipe gas from it in his wildest erotic dreams.

Yes, he never dreamed about it. He only dreamed of America becoming great again. For this, he printed a box of his own hydrocarbons and tried to make money not only by printing money. The essence of the tolling scheme, which he applied in this business, was to shift all risks onto the gas buyer and thereby make the LNG gas industry a breakeven and competitive with pipeline gas. This scheme allowed the processor to reduce all commercial risks to zero. The only element of risk here is the need to buy gas on the exchange. But after the signing of the first long-term contracts for the sale of its products, the processing enterprise became break-even. All risks were shifted to the buyer, and the contract itself was used to secure a loan, without which even a barbecue house could not be opened in America, let alone build a liquefied gas plant. And everything was fine until the damned Biden came and buried this business with his green energy, to spite Trump, to our delight.

What prompted Biden to do this, and how the epic with the construction of the SP-2 ended, about this next time. Thanks to all. Not saying goodbye.
49 comments
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  1. The comment was deleted.
  2. amateur Offline amateur
    amateur (Victor) 4 March 2021 09: 07
    +1
    And where are the conclusions? Mythbusters Ends: Myth Confirmed / Myth NOT Confirmed. Well, in general, a good compilation of known facts.
    1. Oleg Guschin Offline Oleg Guschin
      Oleg Guschin (Oleg Gushchin) April 14 2021 11: 42
      0
      Conclusions: "And everything was fine until the damned Biden came and buried this business with his green energy, to spite Trump, to our delight."
  3. Sergey Latyshev Offline Sergey Latyshev
    Sergey Latyshev (Serge) 4 March 2021 09: 31
    -1
    Again some kind of heresy.
    They themselves invented the myths "The all-conquering force of American LNG", and they themselves refuted it.
    On the contrary, all countries like mad, are building pipelines ... nat, not nat, but they are building.

    There is no history / analytics about the prices of LNG, about pipe gas, about the delivery by years.
    1. Oleg Guschin Offline Oleg Guschin
      Oleg Guschin (Oleg Gushchin) April 14 2021 11: 47
      0
      Again, some kind of heresy

      I couldn't figure it out myself, so don't scold the author. And if you need historical information, then turn to historians.
  4. Bakht Online Bakht
    Bakht (Bakhtiyar) 4 March 2021 10: 19
    0
    There are also many myths in the article. Moreover, I am firmly convinced that I already read all this a week ago on KONT. Nothing interesting.
    1. Volkonsky Offline Volkonsky
      Volkonsky (Wolf) 4 March 2021 15: 52
      0
      I would like to see a link to Comte, just do not be surprised if the name Volkonsky is under it
      1. Bakht Online Bakht
        Bakht (Bakhtiyar) 4 March 2021 16: 03
        0
        Specifically, it was the article I saw today. But I'm talking about an article I saw a week or so ago. Some quotes are just copy-paste. I will not search.
        All your reasons can be found in the merchant. Copyright is also earnings.
        1. Volkonsky Offline Volkonsky
          Volkonsky (Wolf) 4 March 2021 16: 40
          -1
          so we will write it down - left the answer
          1. Bakht Online Bakht
            Bakht (Bakhtiyar) 4 March 2021 17: 14
            +2
            I wrote everything. Don't bother. Academician Likhachev said that one cannot pretend to be an intellectual. A person either has a culture or does not have it. Your comment fully characterized you.
            The discussion is over.
            1. Volkonsky Offline Volkonsky
              Volkonsky (Wolf) 4 March 2021 17: 17
              -1
              it is necessary to be specifically responsible for your words, said "I have already read something similar, literally word for word" - confirm with a link, refused - the conclusions suggest themselves and no ak. Likhachev will not help here anymore
              1. Bakht Online Bakht
                Bakht (Bakhtiyar) 4 March 2021 17: 19
                +2
                If I say that I have read it, then I have read it. All this has been discussed and the conclusions are incorrect. I have analyzed all your myths.
                Likhachev brought you to understand a simple truth. You can't throw words. Get an answer in the language you deserve.
                1. Volkonsky Offline Volkonsky
                  Volkonsky (Wolf) 4 March 2021 18: 26
                  -1
                  I think the readers themselves will figure out who is a chatterbox and who is not, I gave all the links below, to numbers and texts, you just blow bubbles - I read it, but I won't tell anyone where, it reminds me of the Ukrainian president, Not Loch, who sent people under sanctions, but he did not give evidence of their guilt, which only says that they do not exist (if there were - the law would help, judge, and not impose sanctions!)
        2. Volkonsky Offline Volkonsky
          Volkonsky (Wolf) 5 March 2021 05: 30
          -2
          All your reasons can be found in the merchant. Copyright is also earnings.

          That's how condescendingly tovarisch allowed me to earn copyright, not even seeing the difference between it and rewriting. A typical case, when there is nothing to confirm your words, accusations of plagiarism do not pull, which means copyright from Kommersant, i.e. slammed from someone, rewrote it in his own words, and now, here you go - the freshly baked genius of analysis Volkonsky. I will help you, I will give you the original, from whom I slammed all my ingenious thoughts -
          https://topcor.ru/18606-pochemu-bajden-vynuzhden-otkazatsja-ot-zavoevanija-gazovogo-rynka-evropy.html.
          You will recognize the author. After all, word for word Volkonsky quotes ... Volkonsky. And it must be the same, just on February 17, i.e. on yours a week ago or so.
          Good Lord! And these people forbid us to pick our noses, and they also fight for the title of the House of High Culture ?!
    2. Oleg Guschin Offline Oleg Guschin
      Oleg Guschin (Oleg Gushchin) April 14 2021 11: 48
      0
      There are many myths in the article too.

      So point at least one instead of criticism.
  5. Bakht Online Bakht
    Bakht (Bakhtiyar) 4 March 2021 10: 43
    0
    Myth number 1. On the bloodthirsty monopoly Gazprom
    Gazprom or Russia have never declared their monopoly. This horror story was invented by the European limitrophes and ardent Russophobes from the EU. Another thing is that to exclude Russian gas and Europe kirdyk. Without any cold snaps and other horror films.

    Myth number 2. About a rusty Ukrainian pipe that nobody needs
    In reality, the Ukrainian pipe is not needed by anyone. Except for Ukraine and Europe itself, which wants to shift the financial content of Ukraine to Russia. Gasprom may well provide supplies under the contracts without the Ukrainian GTS. But for the analysis you need to know the REAL contractual obligations. And this is classified information. Elementary. Now 40 billion cubic meters are pumped through the GTS per year. Is this a critical value for Gazprom? And this value may well be replaced by NOVATEK. The management of NOVATEK assured Gazprom of this back in 2019.

    Myth number 3. On the overwhelming power of American LNG
    And "our favorite" Trump and any American president wants to make America great. I don’t know of a single US president who says he wants to "make America weak." And for this you need to grunt your competitors. A customs and sanctions war is being waged with China. But they are waging an economic war with Europe. And the replacement of Russian gas by American gas is fully justified within the framework of this war.

    The myth of the author. There are no independent companies in America. Like nowhere else in the world. And any company will pick it up on the orders of an official from the White House. One of the versions of the Kennedy assassination says that he ran into "independent" steel companies. And so successfully that they immediately backtracked. Kennedy is credited with the phrase "My father told me that all entrepreneurs are sons of bitches. But I didn't believe him." He simply ordered the Pentagon to break contracts with the "steel sharks". And they immediately backtracked. For recent events. Two "independent" companies decided to merge to minimize costs. Until officials from the White House gave the go-ahead, no one could even move. And the "independent" Boeing would have long been in the grave, if not for the US state. That is, officials. The same goes for gas companies. Or do you believe that if Syria offers a price of $ 5000 per cubic meter, then all the gas carriers of "independent" companies will rush to Syria? Or will they first look towards the White House?
    1. Volkonsky Offline Volkonsky
      Volkonsky (Wolf) 4 March 2021 15: 48
      -2
      Something seemed to me that you are much smarter, there will be no more discussions with you!

      "Diagnosis - no mental abnormalities found! Just - d * cancer!" (extract from the medical history)
      1. Bakht Online Bakht
        Bakht (Bakhtiyar) 4 March 2021 16: 02
        +2
        There is no discussion when there is nothing to object. You do not need to quote the history of your illness. It is not interesting. And the opinion of the patient is also not interesting.
    2. Oleg Guschin Offline Oleg Guschin
      Oleg Guschin (Oleg Gushchin) April 14 2021 12: 15
      0
      Gazprom or Russia have never declared their monopoly

      True - never. But the entire propaganda machine of the West was claiming exactly that! Therefore, this misinformation is a myth.

      About a rusty Ukrainian pipe that nobody needs. In reality, the Ukrainian pipe is not needed by anyone. In addition to Ukraine and Europe itself

      Can't you see that you are contradicting yourself. You repeat the myth that you immediately assert the opposite to anyone - to Ukraine and Europe.

      On the overwhelming power of American LNG

      It’s not Trump’s desire, but the ability of American LNG to replace Russian gas in Europe. And this is a myth. Is it really incomprehensible?

      There are no independent companies in America. Like nowhere else in the world. And any company will pick up on the orders of an official from the White House

      It is in the United States that the president no longer means anything about business management. And the state itself is very limited in its influence on business. The main role in the United States and other countries is played by transnational monopolies.
  6. Bakht Online Bakht
    Bakht (Bakhtiyar) 4 March 2021 16: 10
    +2
    The destruction of the myth will have to begin with a statement of the medical fact that no American LNG exists in nature. There is LNG produced on the American continent, specifically in the United States, by private American companies, to which the US state has nothing to do, except that they are located on its territory.

    American liquefied gas does not actually exist, because even US President Donald Trump in his speeches says not "American LNG", but "LNG made in USA", that is, this fuel is produced in America. Boris Martsinkevich, editor-in-chief of the online magazine Geoenergetics.ru, told about this in an interview with Ukraina.ru.

    Compare these two quotes. The first is yours, the second belongs to Martsinkevich. And said a year and a half ago. And what such a terrible myth did you destroy?
    1. Volkonsky Offline Volkonsky
      Volkonsky (Wolf) 4 March 2021 16: 52
      0
      so where is the plagiarism? if two people have logically proved that 2 x 2 = 4, then what is the crime? I’m not quoting Martsinkevich, I’m putting my evidence base under my approval, I’m telling you how the American LNG business works and explaining that it’s all under credit and for this reason all of its products have been contracted for 15-20 years in advance, so the replacement of Russian pipeline gas by American LNG is not possible in the coming years, even theoretically. If you knew this, then buy yourself a medal in the store, I am writing for those who did not think so or did not know. At the same time, I'm not saying that all are d * crayfish, but I'm the only one so smart in a white tuxedo. Your maxims are very similar to the last character.
      1. Bakht Online Bakht
        Bakht (Bakhtiyar) 4 March 2021 17: 11
        +1
        You are greatly mistaken in how I assess myself. I didn't write on plagiarism. I wrote about copyright. Today it is not considered plagiarism.
        Now let's analyze your statement. In the article you wrote that this is a business and gas carriers are deployed right in the ocean and sent to where the price is higher. Now you say that the gas has been contracted and the gas carriers cannot just turn around.
        Anyone who claims that there are independent companies is greatly mistaken. He's not a nutcase, of course, but, to use your terminology, just a dickhead. Examples: by order of officials, a Swiss company withdrew from the SP-2 project. By order of officials, Siemens has curtailed lucrative contracts. Oil "independent companies" withdrew from oil and gas projects in Russia by order of the White House. Give at least one example, when the so-called "independent companies" did not follow the direct orders of the officials? There are simply no such examples.
        The replacement of Russian pipeline gas is not foreseen, not because there is no LNG, but for the banal reason that it is cheaper. And it is simply impossible to find 200 billion cubic meters of free gas per year at an affordable price. You can replace it, then the European economy is kirdyk and America will become great again.
        Another incorrect statement from you that the Ukrainian gas transportation system is necessary for Gazprom. This is only 40 billion cubic meters per year, which are replaced by vacated capacities and LNG from Yamal. The Ukrainian GTS can be used in only one version. To fill the UGS facilities in Ukraine. But again, politics. It is impossible to keep European gas in Ukrainian underground storage facilities. So the Ukrainian GTS is really a "useless rusty pipe".

        I, unlike you, do not label you stupidity. I am just pointing out inconsistencies in your article. And I say that all this has been discussed a hundred times more competently.
        1. Volkonsky Offline Volkonsky
          Volkonsky (Wolf) 4 March 2021 18: 12
          0
          I am getting bored with this dispute, all your arguments are so unqualified that I will probably refrain from continuing it. To close this particular hit, I will only say that:

          1) the dependence on the ukrotruba in the text was cited as of 2014, without it Gazprom could not fulfill its contracts. The capacity of SP-1 (55 yards), Yamal-EU (33 yards) and Blue Stream (16 yards) was not enough to cover its obligations to the EU (in 2014 Gazprom supplied 121,3 yards of gas to the EU including Turkey, while 62 yards passed through the GTS), here is the link - https://www.eurointegration.com.ua/rus/news/2015/02/16/7030885/, and then I have doubts about its veracity, because it is Ukrainian , where they say that 2014 was the worst year for Gazprom and it fell to the indicators of 2010, but according to Gazprom itself, in 2010 it pumped 138,6 yards into the EU. Here is the link for Gazprom's exports by year - http://www.gazpromexport.ru/statistics/

          2) how can you replace 40 yards of pumping through a duster without SP-2, I do not know with some of the vacated capacities, especially with the growth of EU consumption? a dispute between a blind man and a deaf person, I told him the figures for the capacities of the existing gas pipelines (55 + 33 + 16 + 32 = 136 yards when needed for the last year 176 yards), he told me stories that ukrotruba is crap. Live shit free!

          3) 63% of exporters of LNG produced in the USA are portfolio buyers, they have an extensive distribution network in many countries (this is the Anglo-Dutch Shell, transnational British Petroleum, French Total) - it is they who deploy their gas carriers on the way to where LNG price is currently higher

          4) and these 63% of exporters and the remaining 37% supply to their markets the contracted LNG of the American production, I have already written about this in more detail here - https://topcor.ru/18606-pochemu-bajden-vynuzhden-otkazatsja-ot -zavoevanija-gazovogo-rynka-evropy.html. It's just that the latter do not have to deploy their gas carriers on the way, because they supply gas to themselves.

          At the same time, all exporters of LNG produced in the USA have a liquefy-or-pay clause in their contracts, according to which the Buyer pays a fee for liquefaction regardless of whether he uses the capacity or not. Thus, the processor eliminates the risks associated with incomplete loading of his plant. For example, from June 1, 2017, KOGAS has to pay annually to Cheniere (the largest US owner of an LNG plant, which accounts for 20% of the US liquefaction capacity) for 61 years, Cheniere has to pay $ 547,5 million for the reserved capacity 3- th technological line, which will be a serious incentive for Koreans to use these capacities and sell all contracted gas to minimize costs. As a result, all the problems with the sale of American LNG in foreign markets are a headache for such exporters. The buyers are large traders and companies that have their own gas distribution networks (we are talking about countries such as Japan, South Korea, India, China, where there is a high demand for gas and there are no alternative sources of supply).

          On this I put an end - no need to answer!
          1. Bakht Online Bakht
            Bakht (Bakhtiyar) 4 March 2021 18: 56
            +1
            I do not respond. Question. What are Gazprom's contractual obligations? For the stupid, I explain. Not really delivered, but contractual
            1. Volkonsky Offline Volkonsky
              Volkonsky (Wolf) 4 March 2021 19: 40
              -1
              http://www.gazpromexport.ru/statistics/ - сами проэкстраполируйте эти данные, в 2020 из-за ковида экспорт упал до 175, до этого только рос. Но даже и 175 ярдов без укро ГТС Газпрому не прокачать. Тупым тут выглядите только вы.
        2. Oleg Guschin Offline Oleg Guschin
          Oleg Guschin (Oleg Gushchin) April 14 2021 18: 26
          0
          Oil "independent companies" withdrew from oil and gas projects in Russia by order of the White House

          And they came out not out of political considerations, but precisely because this decision was the most beneficial for them, since it allowed them to avoid possible sanctions.
        3. Oleg Guschin Offline Oleg Guschin
          Oleg Guschin (Oleg Gushchin) April 14 2021 18: 33
          0
          The replacement of Russian pipeline gas is not foreseen, not because there is no LNG, but for the banal reason that it is cheaper

          Since this is precisely the fact that the author argued - American LNG is unprofitable for Europe and therefore it is not supplied there. What is there to argue about?

          Another of your incorrect statements that the Ukrainian gas transportation system is necessary for Gazprom

          Yes, so far it is, but on condition that it is necessary until the SP-2 is launched, which is still not entirely unambiguous. The EU has just said today that even if it is possible to launch the pipeline, the West will still control the volume of gas pumped.
    2. Oleg Guschin Offline Oleg Guschin
      Oleg Guschin (Oleg Gushchin) April 14 2021 12: 27
      0
      The author has given here a clarification of the widely used term - "American LNG", which in principle is not correct, to which the author himself drew attention and stated. But if you don’t understand, myth # 3 is about something completely different - about the power of LNG from the United States in comparison with Russian pipeline gas. If you consider the author's clarification a myth, then this is your business. Just don't mislead other readers.
  7. Bakht Online Bakht
    Bakht (Bakhtiyar) 4 March 2021 18: 55
    +2
    https://www.google.com/amp/s/russian.rt.com/opinion/823642-babickii-ukraina-gaz-tranzit-sokraschenie/amp

    "Rusty Ukrainian GTS"
    1. Volkonsky Offline Volkonsky
      Volkonsky (Wolf) 4 March 2021 19: 36
      -1
      So what? what to replace it with? only SP-2! and in my material there was a speech from the period when it was not, then what is the dispute about?
      1. Bakht Online Bakht
        Bakht (Bakhtiyar) 4 March 2021 20: 36
        +1
        The article deals with modernity. Where is the year 2014 listed in the article?
        Again. For many years now, Gazprom has been supplying Europe with gas that EXCEEDS contractual obligations. You will not find specific numbers anywhere. This is classified information. The Minister of Energy of the Russian Federation and the leadership of Gazprom have stated a hundred times that they will do without the GTS. And who is dumb here?
        In pursuit. Anyone who claims that Russia needs the GTS, at least .... well, you know.
        1. Bakht Online Bakht
          Bakht (Bakhtiyar) 4 March 2021 20: 54
          +2
          Gazprom expects to supply 165-170 billion cubic meters of gas to Europe by the end of this year. m of gas at an average price of $ 120-130 per 1000 cubic meters. m.

          Last year, the volume of gas exports to Europe amounted to 174,87 billion cubic meters, in 2019 this figure was equal to 198,97 billion cubic meters, the company said. At the same time, the real volume of Russian gas exports last year turned out to be higher than Gazprom's forecast, which had expected to supply 2020 billion cubic meters of gas to Europe in 166,6.

          And where is 200 billion cubic meters here? And the most interesting thing in this information. Even with 166 billion cubic meters, there are no penalties. This means that the contract volumes are supplied.
          1. Volkonsky Offline Volkonsky
            Volkonsky (Wolf) 4 March 2021 23: 05
            -1
            this is kapets! I gave you a link, everything is written there by year - http://www.gazpromexport.ru/statistics/, 2017 - 192,2 billion gas, 2018 - 200,8 yards, 2019 - 198,97, 2020 - 175 ( due to covid and warm winter). 175 is more than 166 or not? What are the fines for? Applications are adjusted as needed, the principle of download or pay - works
            1. Bakht Online Bakht
              Bakht (Bakhtiyar) 5 March 2021 00: 47
              +2
              Again twenty-five. GazProm pumps gas OVER the specified volumes. GasProm planned to pump 2010-160 billion cubic meters in 170. We pumped a little more - 175 billion cubic meters. But even 166 billion is MORE than specified in the contracts. This is in the reports of Gazprom.
              This year, you can add what will go along the Turkish Stream. Plus the support of NOVATEK. The scheme is simple - Gazprom buys LNG from NOVATEK and sells it in Europe. The contract is completed - everyone is happy. Who needs this GTS?
              According to Gazprom reports for January-February, it is said that they pumped

              Exports to non-CIS countries increased by 8.5 bcm (+ 3%) to 32.9 bcm. In particular, supplies to Germany (by 34.5%), Turkey (by 3%), Italy (by 32.9%), Hungary (by 52.9%), France (by 64%), Poland (by 85%), Bulgaria ( by 26.7%), Serbia (by 36%), Romania (by 56.5%) and Greece (by 52.2%). At the same time, Turkey in February more than doubled its gas purchases from Gazprom compared to February last year.

              Gas exports to China through the Power of Siberia gas pipeline continue to grow. Deliveries regularly exceed our daily contractual obligations. The actual monthly volume of supplies in February is 3.2 times more than in February 2020.

              At the same time, transit through Ukraine DECREASED by 20%. And SP-2 is not yet available. And transit through Poland has practically ceased. And all these are deliveries of EXTREMELY specific volumes.
              We take a calculator and count. 34,5 billion in two months. It will make almost 200 billion in a year. We will make a discount for the summer months. And without the GTS and without the SP-2, almost 200 billion can be pumped. The contracts have been fulfilled, there are no fines. Why such horror movies?
        2. Volkonsky Offline Volkonsky
          Volkonsky (Wolf) 4 March 2021 22: 56
          -1
          The article deals with modernity. Where is the year 2014 listed in the article?

          I pass! This is already a clinic! You have obvious problems with the perception of printed text. I quote the text:

          Now we will have to dispel the myth rooted in the minds of Russians about the rusty Ukrainian GTS, which no one needs. Needed! Very much even needed. It was for her that the war unfolded in 2014 year between the States and Europe (who won the war, you know). Control over the pipe ensured not only the energy independence of the EU, but also the competitiveness of European goods in the American and other markets. All the talk that the pipe is rusty requires repair and modernization nothing more than idle chatter aimed at reducing its sales value. And although without gas it costs nothing at all, but only in 2014 without it, Gazprom would not have been able to fulfill its long-term contractual obligations to the EU, signed for the period up to 2030-2040 (with different EU countries for different periods).
          1. Bakht Online Bakht
            Bakht (Bakhtiyar) 5 March 2021 00: 33
            +3
            I read it. I do not suffer from necrophilia. It's 2021. The war started over the pipe? And in Syria too? It seems to me that you are fixated on one factor. The pipe is not the most important thing. Anyone could understand that the pipe would be empty. But not at once.
            I am more interested in the question, why is this pipe so important for Russia? In 2014, Gazprom would have failed to fulfill its contractual obligations? This is nonsense. The contracts were concluded 15-20 years ago. And the volumes there are not so large that Gazprom cannot afford them. In any case, GazProm easily fulfills them. Moreover, there was no LNG then. And the pumping contract was until January 1, 2020. How do you explain this? And no one canceled it, despite the war, Crimea and even Boeing. Your thesis has not been confirmed by life. There was a coup in Ukraine, but gas was still pumped to Europe via the GTS. In accordance with the contract signed before January 1, 2020.
            Money is not the main thing in this story. Money is not blood. The events in Ukraine are least of all connected with the pipe. This is just a private bonus for Americans.
            1. Volkonsky Offline Volkonsky
              Volkonsky (Wolf) 5 March 2021 02: 40
              -1
              the psychiatrist upstairs, I pass! this is a clinic! count at your leisure the available capacities of the gas pipelines leading to the EU, add them up (55 + 33 + 16 = 104), and then try to pump through them 138 yards of gas through them without a dagger, pumped by Gazprom in 2014 to the EU, taking into account Turkey
              The pipe is not an end in itself for America, the end in itself is Europe and blackmailing it by shutting down the pipe. But this is not obvious to you. I do not communicate with people who cannot add 2 + 2. Dismiss! They don't give me milk for being harmful.
            2. Volkonsky Offline Volkonsky
              Volkonsky (Wolf) 5 March 2021 06: 01
              -1
              I read it. I do not suffer from necrophilia. It's 2021. The war started over the pipe? And in Syria too? It seems to me that you are fixated on one factor. The pipe is not the most important thing. Anyone could understand that the pipe would be empty. But not at once.

              and what does necrophilia have to do with it? you scare me - you have some strange associations! (clearly smelled of carrion). You wrote that it was about modernity, I gave a quote where the year is clearly highlighted in bold text (especially for you) - 2014-й... I don't hear an apology! This is not necrophilia - this is idiocy.
              1. Bakht Online Bakht
                Bakht (Bakhtiyar) 5 March 2021 08: 49
                +2
                Necrophilia is love for corpses. It's 2021. It is not serious to refer to 2014. Moreover, the pumping took place in 2014 both before and after the Maidan. So GazProm quietly pumped gas from 2014 to 2020. So your thesis looks like an idiocy.
                The second thesis is that the Americans wanted to take control of the GTS and therefore muddied the Maidan. For the forgetful, I remind you that the Maidan (Euromaidan) was muddied by the Europeans, led by Merkel. Apparently in order to take control of the Ukrainian gas transportation system. This can only be heard from the ukropatriots. They also proved to me from Kiev that Russia attacked Ukraine in order to prevent gas production at the Yuzovskoye field. Maidan has nothing to do with the pipe.
                All your theses sound like crazy delirium. There is a little truth in the first, but everything else is sucked from the thumb
                1. Volkonsky Offline Volkonsky
                  Volkonsky (Wolf) 5 March 2021 15: 47
                  -2
                  I'll probably use Samuel Clemens's advice:

                  "Never argue with idiots. You risk sinking to their level, where they crush you with their experience" (Mark Twain)
  8. Astronaut Offline Astronaut
    Astronaut (San Sanych) 5 March 2021 02: 38
    +1
    Myth number 2. About a rusty Ukrainian pipe that nobody needs

    At least one link to the fact that the Ukrainian GTS was being repaired, but this is a simple boltology, the author!
    1. Bakht Online Bakht
      Bakht (Bakhtiyar) 5 March 2021 09: 02
      +2
      There are no such links. But I'll throw in other information. In 2009 (if I remember the year correctly. In any case, before the Maidan), an independent audit of the GTS was carried out by Western companies. It was concluded that $ 4-5 billion is required to repair the GTS. The money, of course, was not allocated.
      But in 2019, German firms conducted a new audit of the GTS and concluded that it was in perfect condition.
      So "rusty" is a pipe or "gold" on the conscience of the auditors and the author of the article. To understand the situation, one must also take into account that the same auditors gave the estimated cost of the Ukrainian GTS without a transit agreement. This is just $ 120 million. Mr. Kobolev was very surprised. But he admitted that without transit, it is just a piece of pipe. No one needs it.
      To understand the essence of the article. Only dill speaks about the need for transit through Ukraine and the high value of this pipe. Russia, and in particular Gazprom, began dismantling the infrastructure back in 2013 (before the Maidan) and accelerated this dismantling in 2019. That is, the Kremlin considers this direction unnecessary. Unlike the author of this article.
      1. boriz Offline boriz
        boriz (boriz) 5 March 2021 23: 44
        +3
        In 2019. German firms wrote a linden tree in order to sign the infamous transit agreement in December 2019.
        The real audit was carried out in 2015. (infa from Martsinkevich). The result is 85% wear. Now, of course, this figure has not decreased.
        I got the impression that in 2020. Gazprom deliberately ruined the GTSU with a ragged pumping rate. Today we swing, tomorrow we do not swing, the day after tomorrow we swing again. Alternating loads are the most terrible in technology. Cracks develop in pipes along the entire length of the GTS. The pumps also operate in alternating mode. And nobody changed the turbines. During the time of independence, no one has seriously repaired the GTS. In the absence of pumping, the direction of gas flow in some places has to be reversed, from UGS in the west to consumers in the east. And this is also painful for pipes and equipment.
        Only Ukraine needs this stuff. And not even only as a means of feeding.
        I have already written here many times that the GTS is part of the GDS, the gas distribution network of Ukraine. Distribution of gas to domestic consumers is impossible without GTS.
        And dill will have to modernize it. If they didn’t want to sell it to Gazprom in due time.
        1. Bakht Online Bakht
          Bakht (Bakhtiyar) 6 March 2021 00: 23
          +2
          The author does not agree with you. He claims

          All the talk that the pipe is rusty requires repair and modernization nothing more than idle chatter aimed at reducing its sales value.
          1. boriz Offline boriz
            boriz (boriz) 6 March 2021 00: 29
            +2
            This is not news to me. He argued with me on the same topic about 1,5 years ago.
  9. Bakht Online Bakht
    Bakht (Bakhtiyar) 5 March 2021 10: 05
    +3
    For those who do not know the position of Gazprom in 2014

    “Gazprom will not take part in the modernization of the Ukrainian GTS. As for Gazprom's position on the modernization of the Ukrainian gas transportation system - the train has already left, and did not leave yesterday, we will not participate in the modernization of the Ukrainian gas transportation system ”

    A. Miller
    01 July 2014 g
    1. boriz Offline boriz
      boriz (boriz) 5 March 2021 23: 51
      +4
      Exactly. Miller is not vindictive. He's just evil and has a good memory. It looks like they drank a lot of blood from him. And, in the end, the sale was thrown. They were left with just enough profit to have something to steal, but there was definitely not enough for modernization.
      And now (I wrote a little higher) Miller will finish the GTSU with a ragged pumping mode. Control queue to the head.

      Do not pretend to be sick, the doctor said to the morgue - that means to the morgue.
  10. boriz Offline boriz
    boriz (boriz) 6 March 2021 01: 04
    +2
    Author, you just spattered everything around for the world's best GTS, but did you ever think of the following moment: Russia is deliberately limiting the supply (for the future) of pipeline gas to Europe? And this is not so much Miller's policy as Putin's.
    Think about it.
  11. alexey alexeyev_2 (Alexey Alekseev) 6 March 2021 06: 24
    0
    It is not necessary to belittle the influence of the authorities on business .. There is always a method of influencing "independent" companies. Even if they are from another state. There are a lot of examples.
    1. boriz Offline boriz
      boriz (boriz) 6 March 2021 22: 18
      +2
      The darkness is examples of the opposite. During the recent cold weather, not a single LNG carrier with American LNG arrived in Europe. And finally ruined the reputation of the United States as a supplier. Now they are trying to return. But, problems arise. Nobody needs scammers.
      And everyone is sure that Russia will supply gas in any case. Not from a pipe, so cheap LNG. And we have it really cheaper.