How liquefied gas, not pipelines, is now writing the marginal price of energy security.
Beast of a breakdown.
Thanks so much! Glad you liked the breakdown of LNG.
Good information about LNG overcapacity rewriting risk/reward.
I recently found out that Italy, while moving away from Russia's LNG supplies, increased its dependence on Qatar. Now, the supply is being affected.
Which links to your point that system shocks aren't so much about actual supply but the logistics of it.
Exactly. Italy is a perfect example of this. The gas is there, but moving it is the real challenge. Thanks for reading!
It's a logistics/transport issue, not an actual supply one, yes.
Beast of a breakdown.
Thanks so much! Glad you liked the breakdown of LNG.
Good information about LNG overcapacity rewriting risk/reward.
I recently found out that Italy, while moving away from Russia's LNG supplies, increased its dependence on Qatar. Now, the supply is being affected.
Which links to your point that system shocks aren't so much about actual supply but the logistics of it.
Exactly. Italy is a perfect example of this. The gas is there, but moving it is the real challenge. Thanks for reading!
It's a logistics/transport issue, not an actual supply one, yes.