http://a272fk5d36p7qbmdgcf5d4dwwmhncdkteqmnzbercp75hgycbmytb4ad.onion/2022/darker-and-colder-europeans-warned-of-unprecedented-power-failures-this-winter-as-russia-cuts-off-natural-gas-pipeline/print
Goldman’s Samantha Dart has the details and they are not pretty… We believe this will reignite market uncertainty regarding the region’s ability to manage storage through winter, driving a significant rally from Monday, potentially mimicking the August highs, should the issue at NS1 remain unresolved. However, we reiterate our view that even in a scenario where NS1 remains at zero, we estimate NW European gas markets can balance with Bal Summer TTF prices in a 215-230...