Mikhail Krutikhin: “There is no sensation”

“Well, just like in the USSR - everything must be truly understood, reading between the lines and drawing conclusions that are not in the printed material,” writes an orientalist and oil and gas market specialist on Facebook .

“They are giving out a sensation: the Poles have signed a 20-year contract for the supply of American liquefied gas, which, according to them, is cheaper than Russian.

And if you read carefully, you can see that the Polish company will purchase liquefied gas from the yet-to-be-built terminals of an American company on fob terms, that is, it will act not as an end consumer or supplier for Polish consumers, but as a trader, aggregator, off-taker (choose a nice name to taste).

And then the Poles will supply the American gas they purchased as new owners to where there is profitable arbitration, that is, the most attractive prices. Most likely to Asia or South America.

Once again, for those who don’t understand, this is not a complete replacement for the pipeline gas supplied by Gazprom to Poland. Although some of the supplies may end up at the Polish terminal."