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Qui le mie considerazioni sulle potenziali misure relative al price cap! Grazie a #rienergia #staffettaonline per avermi invitato! rienergia.staffettaonline.com/articolo/35095… #natgas #ttf #henryhub 
Considerazioni di natura teorica, di microstruttura dei mercati, di relazioni mercati fisici/finanziari, di applicabilità dello stesso…#ttf #pricecap #henryhub #futures #curvaforward #contango #backwardation #lng #gas #naturalgas #cap #nopricecap
@CarloStagnaro @ominodellaluce @ominodelgas @SimoBenedettini @degiorgiod @Fab_True_Enough @durezzadelviver @cla_squeglia @I_Faiella @GennaroSenatore @SilviaBerzoni @MNicolazzi pareri e critiche benvenute..
In 2021, Europe imported ~158 Bcm of Russian #natgas.
By 2027, that figure is (supposedly) going to be 0 Bcm.
How do the Europeans get that done? Time for a 🧵
By 2027, that figure is (supposedly) going to be 0 Bcm.
How do the Europeans get that done? Time for a 🧵
1/n Firstly, how does Europe plan to move away from Russian gas?
1. Moar US #LNG.
2. Increased energy efficiency.
3. More renewable energy deployment.
4. Healthy doses of optimism and idealism.
See @EU_Commission statement below.
ec.europa.eu/commission/pre…
1. Moar US #LNG.
2. Increased energy efficiency.
3. More renewable energy deployment.
4. Healthy doses of optimism and idealism.
See @EU_Commission statement below.
ec.europa.eu/commission/pre…
2/n Specifically, within the EU's statement is the commitment to increase LNG imports from the US by:
15 Bcm in 2022
50 Bcm by [2027]
Seems pretty doable? Until you actually dig into it.
15 Bcm in 2022
50 Bcm by [2027]
Seems pretty doable? Until you actually dig into it.
