Equity Analysis /
Russia

Russian Gas: It takes two to contango

  • We resume coverage of Gazprom and update our model on Novatek, incorporating the most recent developments

  • Gas fundamentals remain strong in both APAC and Europe, promising a sustainable period of market tightness

  • We believe 2021 is poised to be a pivotal year, shaping natural gas demand and the spot price environment

Russian Gas: It takes two to contango
Nikita Blokhin
Nikita Blokhin

Senior Analyst, Oil & Gas

Alfa
19 August 2021
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