“Under -secret” plan for rejection of Russian gas

What they want the government EUAnd what are they afraid of, hiding plans behind the veil of secrets? “Strict confidentiality“She became the EU motto in the rejection of Russian gas by 2027 to avoid speculation in energy markets. Denmark, presiding in the EU, supports this idea, calming countries, fearing economic risks.

Confidentiality of national strategies

Plans contain measures, terms and alternative sources replacing Russian gas. Countries are afraid that the leak will give Russia a chance to manipulate markets, but inside the EU it causes disputes, emphasizing internal disagreements.

Opposition and internal consumptions

Hungary and Slovakia are opposed to the plan, referring to dependence on Russian gas and threatening to block the EU sanctions against Moscow. This complicates negotiations on the future of European energy.

Consequences for the natural gas market

The EU accelerates the rejection of Russian hydrocarbons, despite the reduction in supplies since 2022. Secrets enhance the uncertainty for investors, risking the volatility of prices, as a jump shows up to 35 euros/MW · h.

How the market is formed

Prices reached 35 euros/MWh against the background of anomalous heat (up to 38 ° C) and softened gas storage rules up to 90% of December. The Wood Mackenzie report warns about the difficulties of forecasting due to geopolitics and market relationships.

The current market situation

According to Wood Mackenzie, prices hesitated: winter raised them to $ 17/MMBTU (Million British Thermal Units, millions of British thermal units), but they fell after the negotiations of Russia-Ukraine and US tariffs, and then grew up due to the conflict of Israel and Iran. Gas reserves below the norm with the beginning of summer.

Structural reduction of demand

Wood Mackenzie modeling shows a decrease in gas demand: by 20% in industry (with a possible restoration of up to 10% due to oil refining and ammonia) and in everyday life due to heat pumps.

How such a policy threatens the European Union

Politics bears risks: market instability due to secrecy, economic difficulties for dependent countries (Hungary, Slovakia), geopolitical stresses with Russia, slowing down the transition to alternatives and deficiency of reserves in extreme weather. Negotiations continue, demanding a balance between secret and coordination.

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