Elevated European Gas Demand to Continue in 2025: Rabobank Says

The video discusses the future of Russian gas in the European energy mix, highlighting a potential increase in Russian LNG imports by 2025 due to rising demand and reduced pipeline supplies. It explores the US's ability to supply more LNG and the competition between Europe and Asia for these resources. The video also examines how LNG has transformed the global gas market, making it more international. Finally, it considers the impact of a potential peace agreement in Ukraine on European energy policy, particularly regarding Russian hydrocarbons, with a target to phase them out by 2027.

What factors are contributing to the expected rise in Russian LNG imports in 2025?

How has the demand for LNG changed in Europe due to recent events?

What role does the US play in the European LNG market as of 2025?

What are the implications of potential peace agreements in Ukraine on European energy policy?

Discuss the challenges Europe faces in phasing out Russian hydrocarbons by 2027.