Russian gas – can the EU beat Putin’s blockade?Report Date: 9th August, 2022
Against the consensus, we reckon that the EU may well have enough gas supply over the coming winter and beyond to defeat Putin’s weaponisation of energy. By the same token, the EU’s centrifugal forces surrounding energy and gas in particular are likely to be less potent. As such, we would go short EU natural gas prices from here.
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