Putin envoy and ultra-right 'ADN' are preparing to resume gas supplies from RF to FRN - Reuters
The headline points to a potential resumption of gas supplies, which would ease a prior disruption if carried out.
Source →The trace
How it reaches your house.
Starting from Gazprom (ПАО Газпром), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Gazprom (ПАО Газпром) →supply upGermany
Reuters reports preparations to discuss restarting gas supplies to Germany, so a successful resumption would raise German gas availability.
“Russian President Vladimir Putin's top economic envoy and Germany's far-right AfD leadership have begun preparations to meet next year to discuss restarting gas supplies to Europe's biggest economy, two people familiar with the plan said.”
57% confidenceCited →BP plc →Prices easeNatural gas wellhead production
Reuters says talks are being prepared to restart gas supplies to Germany, which should modestly ease natural-gas input prices for BP; the dependency is limited (3.5% share) and moderately substitutable.
47% confidenceHop 2
Natural gas wellhead production →supply upNatural gas wellhead production is the direct upstream input for home natural gas, so a resumption of gas flows should make the good more available.
86% confidenceNatural gas wellhead production →Stands to benefitRussia accounts for 17% of natural gas wellhead production, so restored gas supplies to France should benefit Russian production and export volumes.
81% confidenceHop 3
Natural gas (home) →Prices easeLNG peak-shaving and import facilities
If gas supplies resume, emergency LNG peak-shaving/import capacity is needed less, so that substitute supply path is displaced and its utilization weakens.
68% confidenceHop 4
LNG peak-shaving and import facilities →supply upIf gas supplies to France resume, the gas available to households through LNG peak-shaving/import facilities should increase.
81% confidenceLNG peak-shaving and import facilities →supply upFrance is a destination served by these facilities, so restored gas flows should modestly raise French supply even with only an 8% share on this edge.
67% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Natural gas (home)
Companies you may own
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