LNG liquefied natural gas limited
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LNG macro analysis, page-1560

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    07/01/19
    21:22
    Post #: 37049789
    Ukraine transit contract expires
    The transit and supply contract between Gazprom and Naftogaz is due to expire at the end of 2019.
    By the end of 2019 we will have clarity on the commercial terms for Russian gas transiting Ukraine in the early 2020s. A new commercial agreement is the most likely outcome. But relationships between Ukraine and Russia remain fraught and a no-Ukraine transit scenario cannot be ruled out. Should that happen, Europe would be at risk of supply disruption in 2020, rather than oversupply.
    LNG Price at posting: 52.0¢ Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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