The "Nord Stream 1" storm in Russia and Europe intensified!
Gazprom (Gazprom) reported on the 25th that from 4:00 GMT on the 27th (12: 00 Beijing time on the 27th), the daily gas supply of Nord Stream 1 will be cut by half compared with the current level, that is, it will be adjusted to 20% of the full load state,
Nord Stream 1 leads to Germany via the Baltic Sea and supplies Russian natural gas to many European countries. The Gazprom move has once again caused Europe to worry about the complete "cut-off" of Russian natural gas.
On the 26th local time, EU member States reached a consensus on a greatly adjusted "solar terms" scheme, and agreed to reduce the use of natural gas by 15% on a voluntary basis to cope with the natural gas shortage facing the EU.
According to the announcement issued by the Council of the European Union on the same day, the reduction of natural gas use will be voluntary, but in case of supply shortage emergency, the EU will force member States to achieve this goal, and the specific implementation time is from August 1, 2022 to March 31, 2023.
Global gas prices are soaring. On the 26th, in the European market, the price of European natural gas futures jumped again, rising by more than 10% for the second consecutive day, exceeding this value for the first time since March. In the evening, the price of natural gas futures in the United States also continued to soar, once rising by more than 10%, reaching a maximum of 9.362 USD/million British heat, rising to a new high in 14 years.
Russia fulfills warning
"Nord Stream 1" ended its 10-day annual overhaul on the 21st and resumed gas transmission to Europe, with a daily gas transmission capacity of about 67 million cubic meters, which is consistent with that before overhaul, that is, 40% of the full load state. That's the level after Gazprom lowered its gas output in mid-June. Gazprom said that a pipeline turbine previously sent to Canada for maintenance by Siemens of Germany was detained by Canada on the grounds of implementing sanctions against Russia, which made the pipeline unable to deliver gas at normal level due to technical problems.
After consultation, Canada has agreed to return the turbine to Russia for repair, but it needs to be transferred through Germany. Russia said it had not received the turbine.
The latest supply reduction decision involves one of the two turbines currently in operation in the pipeline. Russia has issued a warning in advance. Siemens said on the 25th that it was ready to send turbines to Russia, but the lack of "necessary customs documents" provided by Russia delayed the return process.
The EU's "shrinking version" of natural gas reduction plan was released
On the 26th local time, EU member States reached a consensus on a greatly adjusted "solar terms" scheme, and agreed to reduce the use of natural gas by 15% on a voluntary basis to cope with the natural gas shortage facing the EU.
According to the announcement issued by the Council of the European Union on the 26th, the reduction of natural gas use will be voluntary, but in case of shortage of supply, the EU will force member States to achieve this goal, and the specific implementation time will be from August 1, 2022 to March 31, 2023.
However, the EU has given many exemptions and exceptions at the same time. For example, member countries that are not interconnected with other member countries' natural gas networks can be exempted from mandatory "solar terms". The EU explained that even if they cut their natural gas use, they could not deliver the saved natural gas to other member States. In addition, member countries whose power grids are not connected to the European power system and rely heavily on natural gas for power generation will also be exempted from compulsory "solar terms" in order to "avoid a power supply crisis".
Natural gas boom
Global gas prices are soaring.
On the 26th, in the European market, the price of European natural gas futures jumped again, rising by more than 10% for the second consecutive day, even exceeding USD 2,000/thousand cubic meters at one time, exceeding this value for the first time since March.
In the evening, the price of natural gas futures in the United States also continued to soar, once rising by more than 10%, reaching a maximum of 9.362 USD/million British heat, rising to a new high in 14 years.
According to market analysts, natural gas has soared unilaterally for a month, and there are signs of fatigue in technology at present. If there is a decline, it will be a good opportunity to intervene.
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