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European power price scenarios: will Russian gas and LNG come back?

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The geopolitical landscape surrounding the Russia-Ukraine conflict has entered a new phase, with the US pushing to broker a deal to end the war. What could this mean for Europe’s power markets? The US’ initiative has potentially profound implications for European and global gas markets, and we present three scenarios exploring how the nature of any peace agreement could determine Europe’s gas and power price outlooks.

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    Power Price Sensitivity To Possible RUS UKR Peace Agreements PR.pdf

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