Share this page!

Emily Holland, Ph.D. Profile picture
Twitter logo
Sep 28 • 6 tweets • 4 min read
🧵🚨 Gazprom 🇷🇺rejects Naftogaz 🇺🇦 demand for arbitration due to "unfriendly" arbitration environment in Switzerland 🇨🇭. This means we might be looking at ZERO #Russia gas to Europe this winter. 1/x
3 #NordStream pipes are severely damaged due to this week's explosions, technically 1 pipe of #NS2 could work, but not likely anytime soon. Hard to imagine #Germany 🇩🇪 will agree to use it. 2/x
tagesspiegel.de/wirtschaft/eu-…
We were already looking at no gas via #NordStream this winter, but adding a 2009 Russo-Ukraine gas dispute style event is cause for concern for some EU member states, like #Italy 🇮🇹 when they are in process of forming their next government. 3/x
Europe can get through this winter. Will it be easy? No. Industry will be hit hard. Likely recession. #EnergyCrisis
ft.com/content/3fa477…
Here are my concerns: Europe does not have spare energy capacity. That is dangerous. Energy demand is elastic, depends on the weather. It is already cold in Europe. #EnergyCrisis
#Nordstream damage highlights vulnerability of energy infrastructure. Bc Europe does not have spare #energy capacity, ALL infrastructure is critical.

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Emily Holland, Ph.D.

Emily Holland, Ph.D. Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @EmilyJHolland

Emily Holland, Ph.D. Profile picture
Sep 27
My take on #NordStream explosions 💥 3 total leaks, 2 on #NS1, 1 on #NS2. Neither CURRENTLY in use to ship gas due to breakdown in relations btwn #Russia & #Europe over #RussiaUkraineWar 1/8
#NordStream leaks are near #Bornholm, #Denmark. 12 nautical miles from international waters, 70 meters deep = dive-able 🤿 2/8
Very hard to imagine that this was an accident, deep sea pipeline leaks are pretty rare. It is likely sabotage. Could be divers, likely not a spy submarine for a variety of reasons #NordStream 3/8
Read 8 tweets
Emily Holland, Ph.D. Profile picture
Feb 24
Quick thread on #Europe #EnergySecurity given the context of today's events. 1. It is HIGHLY UNLIKELY that there will be a major interruption of Russian gas supplies to Europe because Russia and Europe are energy *interdependent* 1/x
That means Russia is also reliant on Europe as a consumer of its natural gas. It is not technically possible for Russia to turn around & sell gas bound for Europe to Asian consumers because infrastructure binds certain Russian gas fields with European export routes. 2/x
So over the long term Russia may be able to sell more volumes of gas to China, but they can't do it right away, & the Chinese will pay less than European consumers. 3/x
Read 10 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

Send Email!

Email the whole thread instead of just a link!

Separate emails with commas

:(