We are looking for an alternative to Russian gas - Pashinyan
Seeking alternatives to Russian gas signals a potential rerouting of natural gas supply away from Russia.
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
Natural Gas (Pipeline-Grade) →supply upArmenia
Armenia’s stated policy is to diversify gas supply sources, which implies more available non-Russian gas supply options for the country.
“Armenia will continue its policy of diversifying gas supply sources, regardless of possible changes in the price of natural gas,”
94% confidenceCited →Natural Gas (Pipeline-Grade) →Stands to benefitAzerbaijan
Azerbaijani gas is explicitly cited as a possible replacement for Russian supplies, so Azerbaijan stands to gain as a substitute supplier.
“Armenia hopes Azerbaijani gas could help replace Russian supplies”
84% confidenceCited →BP plc →Stands to benefitHop 2
Natural gas wellhead production →Prices easeRerouting natural gas supply away from Russia directly reduces demand for Russian production, pressuring its export prices and volumes.
93% confidenceNatural Gas →Prices easeRussia's 18% supply share means it is the displaced incumbent, so alternative sourcing should दब दब pressure demand and pricing for Russian gas.
88% confidenceNatural Gas →Stands to benefitThe United States has the largest listed natural-gas supply share at 22%, so rerouting demand away from Russia should lift its position as an alternative source.
Hop 3
Qatar →supply upAs buyers seek alternatives to Russian gas, Qatar's listed natural gas supply becomes a more available substitute source through this 10% country-share edge.
75% confidenceNorway →supply upNorway’s 15% supply share makes it a credible alternative source for Russian gas, so Norwegian natural gas availability should rise as supply is rerouted.
74% confidenceQatarEnergy (Qatar Energy) →supply upNatural gas wellhead production
QatarEnergy is a substitute natural-gas supplier, and a rerouting away from Russian gas can modestly increase the supply routed through this 7% share provider, though the effect is limited by its non-dominant share and long replacement lead time.