“排挤俄液化天然气将致气价飙升”

Core Viewpoint - The chairman of Novatek, Russia's second-largest natural gas producer, Leonid Mikhelson, stated that the West's attempt to exclude Russian liquefied natural gas (LNG) from the global supply-demand balance will lead to a significant increase in gas prices, ultimately harming European consumers [1]. Group 1 - Novatek's LNG production accounts for over 10% of the global market, making it unrealistic to remove it from the global supply-demand balance [1]. - The European Commission President Ursula von der Leyen mentioned that the EU's 19th round of sanctions against Russia is the first to target the Russian gas industry, which is a core pillar of the Russian economy [1]. - The International Energy Agency reported that in the first three quarters of this year, U.S. LNG exports to Europe surged by 60%, with U.S. LNG now accounting for 60% of total LNG imports into Europe, surpassing Russia as the largest LNG supplier to Europe [1].