1, the price of natural gas in Europe plummeted recently, the price of natural gas in the European market continued to fall. On August 26th, TTF natural gas futures in the Netherlands rose to a historical rare price of 346 euros /MWh, but then began to fall. The price of TTF natural gas in the Netherlands rose all the way from the highest point of 346 euros, and then fell all the way. At present, the monthly futures price of 165438+ 10 is 99.79 Euromwh, down by 7 1%.
The collapse of natural gas prices in Europe is very beneficial to European enterprises and people. This also shows that Europe is trying to overcome its dependence on Russian natural gas, and after a period of hard work, Europe will be less dependent on Russian natural gas in the future, which is not good news for Russia.
As a result, the price of natural gas in Europe plummeted. At present, the futures price in June 165438+ 10 is about 99.79 euros MWh, which is 7 1% lower than the highest point, which is a good thing for Europe.
2. Europe's dependence on Russian natural gas has fallen sharply. Recently, the EU's dependence on Russian natural gas imports has dropped significantly. In 20021year, the EU imported natural gas from Russia155 billion cubic meters (1. 1 100 million tons), and its dependence on Russian natural gas reached about 4 1%. But up to now, the European Commission Ursula von der Leyen said that the proportion of natural gas imported by the EU from Russia has dropped to 7.5%.
The daily import volume of Russian natural gas in Europe has also dropped sharply, from about 390 million cubic meters/day in 20021to about 200 million cubic meters/day at present, and the capacity of gas storage in the EU has reached over 90%. In this way, the EU may make great efforts to replace Russian natural gas in the future, and Europe's dependence on Russian natural gas may never return to its original state in the future.
Therefore, Europe's dependence on Russian natural gas is declining sharply, and Russia may be quite uncomfortable in the future.
Russia may lose a lot in the future. For Russia, if the market share of Russian natural gas and other energy sources in the EU drops sharply, it may suffer a lot of economic and other losses in the future.
First of all, if EU countries greatly reduce their dependence on Russian natural gas imports, facilities such as Beixi 1 pipeline and Beixi 2 pipeline, which Russia has invested heavily in before, may be closed, which means huge losses for Russia.
Second, Russia will find buyers for natural gas originally exported to the EU. In 20021year, Russia exported natural gas155 billion cubic meters (1/0 million tons) to the EU. If the EU does not import natural gas from Russia in the future, then Russia must find a buyer for this155 billion cubic meters of natural gas, and then it needs to sell more natural gas to Asia and build pipelines and other facilities.
Third, Russia's natural gas and energy exports will decrease. Since Europe has greatly reduced Russia's energy imports, Russia needs to adjust its strategy and shift from Europe to countries such as Asia, but it is easier said than done. At present, Russia lost about 40% of its oil exports in September, and can only export about 6.5438+0.78 million barrels of oil per day, compared with 3 million barrels per day before the conflict. This is also a great loss for Russia.
4. Conclusion To sum up, due to the explosion of Beixi pipeline and the sudden collapse of European natural gas prices due to full stocks, Europe may reduce its dependence on Russian natural gas and other energy sources in the future, which is a bit worse for Russia, and Russia may lose a lot in the future.