What is the hidden meaning of the cessation of Russian gas supplies to Poland and Bulgaria

In Europe, the “hunting season” for Russian gas has begun. On the eve of the introduction of the widely announced ban, Italy, which is a supporter of the energy embargo, could not stand it first and frankly began to stock up on fuel from Russia. Since the beginning of the month, the republic has purchased a record amount of raw materials, the flow of which has doubled compared to April. This behavior of the Russophobes of Europe is caused by the skillful actions of Gazprom, which began to introduce its own embargo on its own, effectively blocking one of the export routes for fuel supplies to the EU, thereby fueling European rumors.

It is reported that the holding did not book the capacities of the Yamal-Europe pipeline until the end of the year, which caused a state of panic in the market and, as expected, raised prices for spot futures contracts. Thus, the “window of opportunity” for obtaining precious raw materials, which only Russia can supply in sufficient quantity and at an affordable price, began to narrow down to three directions: the Turkish and Baltic “streams”, as well as the Ukrainian GTS.

According to the GTS Operator of Ukraine, nominations as of May 2 at entry points from Russia in Sudzha and Sokhranivka were 74 and 23 million cubic meters per day, respectively. This is also one of the highest indicators, as more than 98,3 million cubic meters of gas were pumped in total. Simply put, exports are even increasing, despite the talk of an embargo, and the process is being led not by "fierce" Europe, but by Gazprom itself, skillfully maneuvering the capacities and directions of deliveries.

Thus, at this point, the hidden multi-level strategy of Gazprom becomes fully apparent, with the help of which it skillfully manipulates the predictable greed of fuel market participants, as well as the real, rather than declared, needs of consumers in the EU. There is no “treachery” in such a chain of steps calculated in advance, the holding simply acts aggressively and within the framework of the laws of the capitalist market.

Firstly, it is completely excluded from the Yamal-Europe equation, and secondly, Gazprom actually demonstrates its own readiness to stop deliveries to any, even the most significant customer, without fear of leaving the premium market. And finally, thirdly, the exponential disconnection of Poland and Bulgaria from Russian gas caused an increase in the cost of LNG and fuel of other traders in the spot market, which again popularized domestic raw materials in the EU due to the price difference.

Poland and Bulgaria are minority customers and losing them as customers won't have much of an impact on the company's balance sheet, but other major customers seem to have learned the lesson. The sacrifices in the face of Warsaw and Sofia were worth it. Italy is already demonstrating its “homework” by consuming “bad” gas from Russia at a record pace.
  • Used photographs: JSC "Gazprom"
Dear reader, to leave comments on the publication, you must sign in.
  1. Oleg_5 Offline Oleg_5
    Oleg_5 (Oleg) 4 May 2022 08: 38
    They are all ready to consume. What about paying?
  2. likas Offline likas
    likas (likas tyrlo) 4 May 2022 10: 55
    The question is when will it be closed? when will they upload all their storages? and Miller will receive a second star of the hero of Russia for this?
  3. zloybond Offline zloybond
    zloybond (steppenwolf) 4 May 2022 11: 34
    These are just words - turned off. In fact, they take this gas by increasing gas purchases in the name of Germany. If, given the reverse, Gazprom did not increase supplies for Germany so that it could not resell gas but sat on its own ration, it would make sense
    1. alspas Offline alspas
      alspas (Alexander) 4 May 2022 14: 20
      Even if they buy from Germany, they also pay her, i.e. for them, gas is even more expensive! Isn't that already a lesson for the stubborn?
      1. zloybond Offline zloybond
        zloybond (steppenwolf) 4 May 2022 22: 25
        Rather, they formally repurchase from Germany, France, and Italy. And we, like, imposed sanctions on the unfriendly, but forgot to limit the volume. By limiting the volume, we will also help raise prices - let them divide the rations as they want. And so - it seems we take it away, but we give it from under the floor, and then we listen to their purulent spitting. Well, since they started to drown - so to the fullest, and not pretend. They don't pity us, they really hate us. But it turns out that their prices are very convenient, even taking into account the outbid. Because the contracts are different.
        1. rotkiv04 Offline rotkiv04
          rotkiv04 (Victor) 5 May 2022 17: 03
          The Kremlin strategists have everything half a ball, even the war
  4. 1_2 Offline 1_2
    1_2 (Ducks are flying) 4 May 2022 19: 16
    psheks jumped off spot prices and buy from Hans or from Hungarians, Italians, etc., who have contract gas at a price pegged to oil. it will be a scream if they buy from the Serbs, who are sold gas for 270 bucks)) Gazprom needs to punish the Poles, Bulgarians and other Russophobic garbage by not supplying gas in excess of the agreed volumes to those who resell it to the Poles. or even stop all deliveries to Europe until the gold reserves and euros are returned to the property of the Russian oligarchs in the budget of the Russian Federation
  5. antibi0tikk Offline antibi0tikk
    antibi0tikk (Sergei) 5 May 2022 08: 45
    To start a joke

    A German, an American and a Russian argued which of them would feed a spoonful of mustard to a cat. The German cat's mouth parted and pushed a spoonful of mustard. The American stepped on the cat's tail, and when the cat yelled, he shoved a spoonful of mustard into it. Russian smeared mustard on the cat's eggs, the cat yells, but licks! Russian: "You see, voluntarily and with a song!"

    Gas is the most discussed type of our deliveries to Europe, still slightly in the shadows, but oil and fertilizers are also widely heard. And also such a sense that we will soon hear about the shortage of metal, wheat and much more. And all this will be sold for rubles.
  6. rotkiv04 Offline rotkiv04
    rotkiv04 (Victor) 5 May 2022 16: 57
    So now they just steal gas from the pipe and don’t even pay for it, what kind of cunning plan is this for gas meat laughing and a rhetorical question to the gas meat - why not ban the resale of your gas to third parties, as Algeria did, for example, or the gas meat lacks the spirit, or maybe the conscience of the Kremlin inmates just wins the loot again