Natural Gas (Haber-Bosch Feedstock and Fuel) →supply up
Russia
Restarting Nord Stream would restore Russian gas flows into Europe, directly increasing Russia's share of natural-gas supply.
88% confidence
Natural Gas (Haber-Bosch Feedstock and Fuel) →Stands to benefit
Gazprom (ПАО Газпром)GAZP.MM
Gazprom is the Russian gas supplier most directly positioned to gain from resumed Nord Stream shipments and higher export volumes.
84% confidence
Natural gas wellhead production →Stands to benefit
Gazprom (ПАО Газпром)GAZP.MM
Gazprom is the main Russian gas exporter and a significant supplier-share node, so renewed Nord Stream flows should lift its volumes and utilization.
78% confidence
Natural Gas (Roasting Fuel) →supply up
Gazprom (ПАО Газпром)GAZP.MM
Restarting Nord Stream would restore a major route for Russian gas into Europe, increasing Gazprom's exportable supply.
77% confidence
Natural gas wellhead production →Stands to benefit
Russia
Reopening Nord Stream would restore a major export route for Russian gas, directly benefiting Russia's gas sector.
76% confidence
Natural Gas →supply up
Industrial gases
More natural-gas feedstock should ease input constraints and raise the availability of industrial gases.
76% confidence
Natural Gas (Roasting Fuel) →supply up
Russia
Reopening the pipeline would raise Russia's natural-gas export flow and associated revenues from Europe.
74% confidence
Natural Gas →Stands to benefit
Russia
Restarting Nord Stream would directly revive Russian gas export volumes to Europe, benefiting Russia as a supplier.
71% confidence
Natural Gas →Prices ease
SEMPRASRE
Sempra explicitly says higher natural-gas prices raise its cost of gas, so a supply rebound should relieve that pressure.
70% confidence
Natural gas wellhead production →supply up
Natural gas (home)
If Russian gas flows into Europe resume, end-market natural gas becomes more available downstream of wellhead production.
69% confidence
Natural Gas →Prices ease
AMERICAN ELECTRIC POWER CO INCAEP
As a large gas-consuming utility, lower natural-gas prices should reduce its fuel costs for power generation.
67% confidence
Natural Gas →Prices ease
Clean Energy Fuels Corp.CLNE
Natural gas is a major cost of sales for Clean Energy Fuels, so more supply should lower its fuel input cost.
66% confidence
Natural Gas →Prices ease
Equinor ASA
A reopening of Nord Stream would likely add gas supply into Europe and pressure realized prices for a major gas supplier like Equinor.
58% confidence
Natural Gas →Prices ease
EQT CorporationEQT
Additional gas supply tends to weaken benchmark prices, which can squeeze margins for a large natural-gas producer like EQT.
56% confidence
Natural Gas →Prices ease
Cheniere Energy Inc.LNG
Restored pipeline gas into Europe can displace LNG demand there and दबish pricing for Cheniere as an LNG exporter.
55% confidence