OMV(OMV.AV)Gas supply risks back on the horizon
UBS·2024-08-14 03:21
ab 13 August 2024 Global Research and Evidence Lab First Read OMV Gas supply risks back on the horizon The risk of an interruption of gas supply from Russia into Austria has been increasing of late and negatively impacting sentiment on OMV. However, unlike in 2022, we see the company as better prepared having secured sources of gas supply from elsewhere. Meanwhile, in the event of a delivery stop, we calculate the financial impact for the midstream division to be limited and more than offset by an increase ...