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Significance

Gazprom faced unprecedented disruptions in 2020: a mild European winter in 2019-20, the slump in demand stemming from COVID-19 impacts, and competition from liquefied natural gas (LNG) which depressed European gas prices. Declining sales undermined Gazprom's share in the European market and resulted in a USD3bn loss over nine months.

Impacts

Gazprom will use its own trading platform and spot trading in European gas hubs to supplement contract sales in times of volatility.

Policymakers plan to establish a mechanism to ensure that Russian LNG deliveries to Europe do not compete with pipeline exports.

Gazprom's domestic agenda will be dominated by government instructions to accelerate gas supply provision to under-served regions.

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