Tom Washington

LNG vulnerable to worst effects of sanctions

Sanctions targeting Russia’s oil sector could hurt production, but financial restrictions – which target gas as well as oil – could be more damaging.

11 November 2014
A Pemex offshore rig in the Gulf of Mexico. The company is planning to export LNG from the Pacific coast. (Pemex)

Mexican LNG plans target Asian arbitrage

Pemex surprised the market on Wednesday with plans for an LNG liquefaction plant on Mexico’s Pacific Coast. The financial logic for the plant looks sound, but there are doubts over prospects for Mexican gas output growth, say experts.

7 November 2014

Ukrainian imports still down year on year

US and EU sanctions against Russia intensified in September, while a lack of Russian gas imports weighed on gas usage in Ukraine.

4 November 2014

Ukraine and Russia sign gas contract

Ukraine, Russia and the European Union have agreed a temporary contract for Gazprom’s gas deliveries to Ukraine and clarified where the money will come from.

31 October 2014

Spot gas trading resumes in Russia, but imperfections show

The outlook for Russia’s relaunched gas exchange looks questionable, with high fees in place and a possibility of low gas prices.

29 October 2014

Putin told Gazprom to accept Ukraine debt at $268/Mcm

Russian President Vladimir Putin has said he pressured Gazprom into agreeing to accept Ukrainian gas debt based on the minimum price of $268/Mcm.

27 October 2014

NWF support for Rosneft will not match request

The amount of money Rosneft receives from Russia’s National Wealth Fund will differ substantially from the more than RUB 2 trillion the Russian oil giant has requested, Russia’s Finance Minister Anton Siluanov has told journalists.

27 October 2014
Ukrainian Energy Minister Yuriy Prodan, left, shakes hands with the EU’s Günther Oettinger at the Brussels talks. (PA)

Ukraine gas price agreed, Moscow seeks clarity

Ukraine, Russia and the EU have set a price for Gazprom’s gas, but Moscow wants to know how Kiev can pay.

22 October 2014

Russia faces production declines and transit risks

The amount of gas produced by boh Gazprom and Russia as a whole fell in September on a year-on-year basis, with the trend set to continue because of uncertainty over export volumes to Europe.

21 October 2014

Moscow gives a boost to Yamal LNG

Russia’s Economic Development Ministry has affirmed the status of Yamal LNG as a project of strategic significance that could receive financing from the National Wealth Fund.

20 October 2014

Azerbaijan production rises 5.3% in Jan-Sep 2014

Azerbaijan’s gas production increased by 5.3% year on year between January and September 2014 to 13.8 bcm, the country’s State Customs Committee told Interfax.

17 October 2014

Gazprom guides on Russian prices and Vladivostok LNG

Gazprom could reduce its prices to Russian consumers by 5-7% from 2015, company management said during a conference call to discuss the company’s H1 2014 results.

16 October 2014

Profitability concerns for Shah Deniz

Statoil has sold its stake in Azerbaijan’s Shah Deniz project amid cost and marketing concerns – just five months after Total pulled out for similar reasons.

15 October 2014

Ukraine exerts downward pressure on Gazprom results

Gazprom reported Q2 2014 results broadly in line with analysts’ expectations, – albeit significantly after the reporting period – but which were weighed down by trouble with Ukraine.

14 October 2014

Statoil sells Shah Deniz interest to Petronas

Norway’s Statoil has sold its stake in the Shah Deniz project in Azerbaijan’s sector of the Caspian Sea to Petronas.

13 October 2014

Gazprom may prioritise pipeline gas for China

The Russian giant could ditch the Vladivostok LNG project in the face of Western sanctions and pipe gas into China via the Western Route instead.

13 October 2014

Financing for South Stream delayed until 2015

South Stream Transport, operator of the project to build the undersea section of the South Stream pipeline, has decided not to raise funding for the project this year and wait until Q1 2015 instead.

10 October 2014

Ukrainian imports, consumption and transit all down year on year

Ukraine imported 403.5 million cubic metres of gas in August, 85.9% lower year on year, Ukraine’s Energy and Coal Ministry said.

10 October 2014

Mixed messages on Power of Siberia

Moscow is sending mixed signals about the future of Gazprom’s Power of Siberia pipeline and the participation of non-Gazprom producers in the project.

9 October 2014

Gazprom discussing LNG projects with Shell

Gazprom is focusing on the expansion of the Sakhalin 2 LNG plant in its negotiations with Shell, but is also discussing Baltic LNG and Vladivostok LNG with the Anglo-Dutch supermajor and other potential partners, the Russian company’s Chief Executive Alexei Miller said.

8 October 2014

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