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US AI to power gas growth
Datacentres to drive demand for gas and position the fuel as more than just a bridging solution
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More than anything else, weak Chinese gas demand is providing relief to EU consumers, but it is uncertain how long this relief will last
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Work on Power of Siberia 1 in 2020
Russia Gas
Seth Haskell
5 May 2023
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Russia struggles to reroute gas exports

Distance and politics mean there are no easy solutions to Moscow’s pipeline problems

Russia has largely been able to maintain its oil exports despite de jure and de facto restrictions on destination, mode of transit and price. But it does not have the same luxury of flexibility when it comes to gas. Time, distance, cost and politics are all against it finding a solution to its gas export problem. Russia sent 167bn m³ of gas to Europe in 2021 but only c.60bn m³ in 2022, a volume that could fall further still. If Russia wants to find new markets for this gas to the east, it will need to access or build infrastructure to move stranded production out of Western Siberia. Power of Siberia 2, Russia’s long-in-development pipeline designed to send additional gas to China, has taken

Also in this section
US AI to power gas growth
3 June 2025
Datacentres to drive demand for gas and position the fuel as more than just a bridging solution
OPEC++, the sequel, has arrived
2 June 2025
It is time to acknowledge that the US-Saudi Arabia nexus is driving a fundamental shift in OPEC strategy
Europe enjoys temporary respite from high gas costs
2 June 2025
More than anything else, weak Chinese gas demand is providing relief to EU consumers, but it is uncertain how long this relief will last
Gas may be bridge fuel for centuries
30 May 2025
Energy majors argue transition debate has started to factor in the complexities of demand shifts and the wider role for gas

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