- PII
- S30345995S0201708325010073-1
- DOI
- 10.7868/S3034599525010073
- Publication type
- Article
- Status
- Published
- Authors
- Volume/ Edition
- Volume / Issue number 1 (129)
- Pages
- 82-95
- Abstract
- The article examines the evolving dynamics of the European liquefied natural gas market amid sanctions and geopolitical shifts triggered by the escalation of the Ukrainian crisis in 2022. The primary objective of the study is to identify the factors influencing Russia’s position in the European LNG market and assess the prospects for maintaining its competitiveness. The research employs methods of comparative analysis, retrospective analysis of LNG import dynamics, and source analysis of data from international organizations. The European Union aims to reduce its reliance on Russian pipeline gas by increasing LNG imports, primarily from the United States, which has become the region’s dominant supplier. While Russia remains competitive due to its lower LNG prices in several European terminals, it faces significant restrictions imposed by sanctions. The differing motivations behind EU and U.S. sanctions further shape the market: the EU seeks to diversify its energy supply, whereas the U.S. aims to displace Russia from the European gas sector. Although American LNG is more expensive than Russian LNG in certain EU countries, rising domestic gas shortages in the U.S. could push prices even higher. However, political factors play a decisive role, as European nations continue to distance themselves from Russian energy despite the economic burden. Russia can strengthen its market position by achieving echnological independence, expanding the Northern Sea Route, and increasing state support for the industry. A complete phase-out of Russian gas in favor of U.S. LNG poses risks to European energy security, as overdependence on a single supplier could lead to price volatility and supply disruptions. Despite mounting pressure, the European market remains a crucial destination for Russian LNG exports, offering a premium sales outlet with more favorable logistics for supplies from the Yamal Peninsula. This helps Russia mitigate its dependence on the Chinese market, where buyers hold stronger negotiating power.
- Keywords
- СПГ санкции Россия ЕС США Ямал СПГ экспортер газа Европейский рынок газа
- Date of publication
- 01.01.2025
- Year of publication
- 2025
- Number of purchasers
- 0
- Views
- 9
References
- 1. Аксенов П.А. (2023) Влияние санкций на развитие газовой отрасли в России. Вестник университета. № 10. С. 73‒80.
- 2. Бажан А.И. (отв. ред.) (2023) Новые явления в экономике Европы. Институт Европы РАН, Москва. 198 с.
- 3. Варнавский В.Г. (2023) Монетизация выбросов в ЕС в условиях трансграничного углеродного регулирования. Современная Европа. № 1. С. 74‒87.
- 4. Гайда И., Доброславский Н., Ляшик Ю., Данеева Ю., Мельников Ю. (2021) Европейский механизм пограничной углеродной корректировки ‒ ключевые вопросы и влияние на Россию. Центр энергетики Московской школы управления Сколково, Сколково. 50 с.
- 5. Громыко Ал.А. (ред.) (2023) Европа в глобальной пересборке. Издательство «Весь Мир», Москва. 508 с.
- 6. Ефимов А.В., Косынкин Н.Е., Гладких В.О. (2023) Ретроспективный анализ развития энергетического кризиса в Европейском союзе. Стратегии бизнеса. Т. 11. № 1. С. 18‒23. DOI: 10.17747/2311-7184-2023-1-18-23
- 7. Жукова С.В. (ред.) (2023) Перестройка мировой энергетики в условиях экономического и политического кризиса. ИМЭМО РАН, Москва. 152 с.
- 8. Клименко Д. (2023) Энергетическая политика Европейского союза. Геоэкономика энергетики. № 4. С. 101–118.
- 9. Митрова Т., Собко А., Сергеева З. (2018) Трансформирующийся глобальный рынок СПГ: как России не упустить окно возможностей? Центр энергетики Московской школы управления СКОЛКОВО, Сколково. 61 с.
- 10. Черняев М.В., Кудряков Д.Ф. (2020) Российский СПГ на мировом рынке: особенности, перспективы и барьеры. Экономические системы. № 4. С. 199‒206.
- 11. Baranowski M. (2022). Welfare over Warfare? International Journal of Energy Economics and Policy. 12(5). 226–231. DOI: https://doi.org/10.32479/ijeep.13415
- 12. Cebotari L. (2022) EU-Russia energy relations: problems and perspectives. Proceedings of the International Conference on Business Excellence. Vol. 16. No 1. P. 1001‒1014.
- 13. Costantini V., Morando V., Olk C., Tausc L. (2022) Fuelling the Fire: Rethinking European Policy in Times of Energy and Climate Crises. Energies. Vol. 15. Issue 20. 7781. DOI: https://doi.org/10.3390/en15207781
- 14. Keypour J. (2022) Replacing Russian gas with that of the United States: A critical analysis from the European Union energy security perspective. Russian Journal of Economics. Т. 8. No 2. P. 189‒206.
- 15. Mišík M. (2022) The EU needs to improve its external energy security. Energy Policy. Vol. 165. 112930. DOI: https://doi.org/10.1016/j.enpol.2022.112930
- 16. Oxford Analytica (2024) Russian LNG sales will be stymied by a lack of tankers. Oxford Analytica Daily Brief. DOI: https://doi.org/10.1108/OXAN-DB286171
