Pyrrhic victory: for the first time in history, gas from the United States bypassed Russian raw materials in Europe


Gazprom's refusal to pay dividends to its shareholders for 2021, among which there are foreign entities, collapsed the Russian stock market. However, it wasn't the worst. news end of June. This month, for the first time in history, exports of Russian gas, the main supplier of which to the EU is the holding, yielded in aggregate terms to US LNG imports to Europe. Raw materials from across the ocean bypassed domestic exports in terms of volume only because circumstances allowed it to do so. The volume of transit through the Ukrainian GTS decreased, as well as the problematic repair of the Nord Stream 1 pipeline and the temporary shutdown of the gas pipeline along the bottom of the Black Sea.


There is no reason to panic, since even with record deliveries, traders from the United States achieved volumes of 5,3 billion cubic meters, while imports through pipelines from the Russian Federation, which was no less record-breaking, amounted to 5,1 billion cubic meters. In other words, without "straining", Russia pumps a little less than America, which has squeezed out all the capacities of its mining and processing industry.

However, the event so expected, joyful for the EU representatives, did not bring a single positive moment for the Old World. The formal June “victory” of gas from the United States over a competitor from Russia led to a 60% rise in the cost of raw materials, its shortage and imbalance in the EU market, since the Netherlands, France and Spain, which have regasification terminals, mainly received LNG. The skew in the geography of deliveries is obvious. Russian gas was enough for all those in need, and it was available not in batches, but all, in a continuous stream.

LNG volumes are only enough for current needs, and after redistribution through internal EU pipelines, recipients get very small volumes. Naturally, no amount of logistics and "savings" allow finding additional volumes of unused gas to fill UGS facilities for the winter. If we take into account the fact that long-term contracts for Asian buyers of American LNG will soon begin to operate, then we can no longer expect new records in terms of the volume of liquefied fuel delivered to the EU, all supplies of raw materials will go to another region.

So such a temporary “victory” of one competitor over another cannot be described otherwise than as an imaginary Pyrrhic victory that will come back to haunt the alleged winner of this battle. In addition, while publicly showing satisfaction with the fait accompli of successful friendship between the US and EU energy companies, Brussels does not forget about the problems of American shale producers, about the fire at the largest terminal, about the peak of supplies that has gone forever, and the coming winter without Russian gas.
  • Used photographs: JSC "Gazprom"
24 comments
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  1. Bulanov Offline Bulanov
    Bulanov (Vladimir) 1 July 2022 09: 29
    +4
    It is too early to draw conclusions, judging by the development of current events. In the autumn it will be clear who is hu?
  2. Expert_Analyst_Forecaster 1 July 2022 10: 10
    -1
    Why a Pyrrhic victory? Americans began to earn much more. We are less.
    Everything seems to be simple and clear. The operation to oust the competitor was successful.
    1. House 25 Sq. 380 (House 25 Sq. 380) 1 July 2022 16: 09
      +2
      We are less.

      Can you find out the numbers?
      hi
      1. Expert_Analyst_Forecaster 1 July 2022 17: 28
        -3
        Self-service.
    2. RFR Offline RFR
      RFR (RFR) 1 July 2022 20: 33
      +3
      The fall in the price of shares is only good for us, we can buy them from foreigners for cheap ... And gas prices are only growing, as are the company's income ... And the entire west is on such an economy, they have numbers , we have a real sector ... At the present time, stock quotes do not matter at all ...
      1. Ugr Offline Ugr
        Ugr 1 July 2022 22: 23
        -2
        I was driving along the Moscow highway from St. Petersburg to Moscow, not a single village with gas along the way, everyone is harvesting firewood, the villages are like after the bombing, the inhabitants are with a gulkin nose, they do not sow anything, the fields are overgrown with weeds. And in the villages near Ryazan, where there is gas and running water, all the villages are full and they sow and plow, but why is that? Why is the Jewish government not doing good to our people, and forcing gas to our enemies?
    3. igor.igorev Offline igor.igorev
      igor.igorev (Igor) 1 July 2022 22: 39
      -1
      Can you confirm something?
    4. obar64 Offline obar64
      obar64 (Oleg Barchev) 2 July 2022 00: 58
      0
      Where do you see displacement. Just compare Russia's 170-185 billion cubic meters of pipeline gas per year with what the US can supply. The second is the prices at which the US delivers gas and how long the European industry will be able to withstand such high energy prices. My opinion is that September-October will begin to whine and try to negotiate with Russia. Image is nothing, warmth in an apartment in winter is more important.
    5. amon Offline amon
      amon (Amon Amon) 2 July 2022 01: 15
      +1
      do you earn much from it? or are you so worried about how much more money from the sale of gas will settle in the pocket of a Russian huckster, a gas dealer!
  3. ZnahWest Offline ZnahWest
    ZnahWest (Ingvar b) 1 July 2022 11: 00
    +2
    Europe is strangled, America is making money. That is, everything is according to plan, and the victory is the most real.
    1. Monster_Fat Offline Monster_Fat
      Monster_Fat (What's the difference) 1 July 2022 15: 00
      -2
      I said from the very beginning that there would be no SP-2. The US will not allow SP-2 to take place and will eventually push Russian gas out of the EU. And so it happened. Although some here climbed out of their skin, proving that, like, "there is no alternative to Russian gas in the real future." wink
      1. House 25 Sq. 380 (House 25 Sq. 380) 1 July 2022 16: 08
        +4
        There is a physical alternative, there is no price alternative ...
        That's what they've always been talking about...
        Already now, due to the price of gas, industrial enterprises are closing all over Europe ....
        When American LNG finally ousts Russian LNG, there will be even more of these closed enterprises ...
        And there will be a complete victory!
        1. Expert_Analyst_Forecaster 1 July 2022 17: 30
          0
          You have a strange apartment at home. Businesses will close in Europe and why should the US be concerned?
          1. Ulysses Offline Ulysses
            Ulysses (Alexey) 2 July 2022 20: 50
            0
            You have a strange apartment at home. Businesses will close in Europe and why should the US be concerned?

            "Free competition" and "the invisible hand of the market, however" ... feel

            The United States is closing Europe as a competitor, simultaneously blaming everything on Russia.
        2. Vyacheslav 64 Offline Vyacheslav 64
          Vyacheslav 64 (Vyacheslav) 1 July 2022 22: 45
          0
          You are absolutely right. It is not enough to have a resource, it is important at what price it is.
        3. amon Offline amon
          amon (Amon Amon) 2 July 2022 01: 29
          +3
          Whose victory? If only America is over Europe, well, and also over our hucksters, and what does that mean for us, we won’t stay cold and hungry! And the EU figs with it dies and collapses if the US needs it!
  4. Victor Du Offline Victor Du
    Victor Du (Victor) 1 July 2022 22: 26
    -4
    Quote: Bulanov
    It is too early to draw conclusions, judging by the development of current events. In the autumn it will be clear who is hu?

    In winter, he will just order coffins for many of his compatriots who have not survived the cold in their homes and queues in grocery stores. Are you talking about such an assessment of events, or, having some opportunities in calculations and other information, to start doing something right now?
  5. Victor Du Offline Victor Du
    Victor Du (Victor) 1 July 2022 22: 28
    0
    Quote: Monster_Fat
    I said from the very beginning that there would be no SP-2. The US will not allow SP-2 to take place and will eventually push Russian gas out of the EU. And so it happened. Although some here climbed out of their skin, proving that, like, "there is no alternative to Russian gas in the real future." wink

    You do not chew snot, but use numbers.






    The brake on pipe 1, which lasted another couple of months, when fully ready to turn on pipe 2, will convince many. This, after all, we do not need to drive cheap gas to Europe. This is what Europe needs. We will be satisfied with an expensive one, at the level of US LNG. Prices jumped by 60% only because we reduced gas supplies to 51% of demand. What will happen when the share of this gas becomes ......?
  6. amon Offline amon
    amon (Amon Amon) 2 July 2022 01: 21
    0
    The old senile Biden promised to provide the EU mongrel with gas and now they will see the price of his promises in the winter, this is the best lesson that the West will learn when it freezes and starves sitting without work! They will have such a collapse that even the Russian people, accustomed to everything, have not seen, all the more it is a disaster for their pampered skins, accustomed to living for free, where will all the arrogance of both Poles and Anglo-Saxons and other lovers of delicacies go! Looking forward to good news for us!
  7. Victor Du Offline Victor Du
    Victor Du (Victor) 2 July 2022 02: 23
    -3
    Quote: Monster_Fat
    I said from the very beginning that there would be no SP-2. The US will not allow SP-2 to take place and will eventually push Russian gas out of the EU. And so it happened. Although some here climbed out of their skin, proving that, like, "there is no alternative to Russian gas in the real future." wink

    Like looking into the water. Gas flow through pipe-1 was completely stopped. They say it's temporary. But the gas price came up to 1600 per m³. Gazprom hinted that there is a second pipeline. Nemchura pretended not to understand. When he remembers, it will be a little late. We will use one string of pipe-2 for Kaliningrad. There is such a solution.
  8. Valera75 Offline Valera75
    Valera75 (Valery) 2 July 2022 06: 55
    +1
    Quote: House 25 Sq. 380
    When American LNG finally ousts Russian LNG, there will be even more of these closed enterprises ...
    And there will be a complete victory!

    When this happens, then the Americans will buy up the Western industry for a penny, tobish their competitors, and then lift all sanctions in the energy sector, dropping the price of gas, launching all the production that they buy from idiots like Bavarian sausages and others.
  9. Valera75 Offline Valera75
    Valera75 (Valery) 2 July 2022 07: 03
    +2
    Quote: igor.igorev
    Can you confirm something?

    And what does he have to prove to you? Come to my homeland in Kuzbass, where for decades, and in the future it will remain so, they heat with coal and electric stoves. Come to Tomsk and be horrified at the price of hundreds of thousands for connecting to gas. There are still villages in Tomsk and the private sector heats with firewood, and a small proportion is connected to gas. Maybe you have gas everywhere in the capital or there closer to it, while in our country where gas and oil are extracted, only firewood and coal.
  10. Luenkov Offline Luenkov
    Luenkov (Arkady) 2 July 2022 10: 36
    +1
    There is no gas in my village. The pipe runs 600 meters to Europe. At the same time, from every iron I hear about the "national heritage". And this Property threw shareholders without paying even a penny, and brought a loss of 30%. Rosstrel like that.
  11. lance is gone Offline lance is gone
    lance is gone (lance) 4 July 2022 12: 14
    0
    Well, the time has come to gasify the Russian Federation in full. And to be honest, I'm glad.