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How will gas pass through Ukraine without a contract

26 January 2024

Gromov Alexey I. Principal Director on Energy Studies, Head of the Energy Department

Alexey Gromov, Principal Director on Energy studies of the Institute for Energy and Finance, commented to the business newspaper Vzglyad on the prospects for continuing the Russian gas transit through Ukraine after 2024.

"Ukraine has changed its legislation on the GTS operation, now it complies with European principles. Therefore, after 2024, it can use the auction system for short–term booking of the Ukrainian GTS capacities," Alexey Gromov says.

Signing long-term contracts no longer makes sense, and switching to such an auction system is convenient for all three sides of the process, the expert believes.

Gas consumption in the EU has fallen sharply, industry has suffered, but now they can experience the lack of Ukrainian transit much more easily.

"It is difficult to expect that demand for gas will grow in the European market, so I do not expect radical price fluctuations in the European gas market either," Gromov notes.

Even the current delays in LNG supplies from Qatar to Europe have no effect on spot gas prices, he adds.

"It is worth understanding that the Europeans will gradually abandon Russian gas, and by 2030-2035 they will do it almost completely. Gazprom's long–term contracts with European countries expire by this date," Alexey Gromov says.

 

Gromov Alexey I. Principal Director on Energy Studies, Head of the Energy Department
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