G Captain: Russia’s Shadow Fleet Stalls, Leaving 1 Million Cubic Meters of LNG Undelivered

October 16, 2024

“Most of the cargoes have gone through some sort of ship-to-ship transfer,” explains Jason Feer, Head of Business Intelligence, Poten & Partners.

However, sharply rising LNG supply in the coming years will further complicate the equation. “This is likely to push prices down, reducing the need for Russian cargoes and making it harder for Novatek to compete,” concludes Feer.

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