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Gas to Power Weekly - 9 December - Venezuela upheaval adds downside risk to oil and LNG markets; Berlin power grid sabotage highlights German infrastructure risks
Fri, 09 Jan 2026 09:38:00 GMT
Adv. - LNG2026: One month to go
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From: stephan@...
To: [email protected]
Date: Fri, 09 Jan 2026 09:38:00 GMT
Subject: Gas to Power Weekly - 9 December - Venezuela upheaval adds downside risk to oil and LNG markets; Berlin power grid sabotage highlights German infrastructure risks
To: [email protected]
Date: Fri, 09 Jan 2026 09:38:00 GMT
Subject: Gas to Power Weekly - 9 December - Venezuela upheaval adds downside risk to oil and LNG markets; Berlin power grid sabotage highlights German infrastructure risks
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<p style="margin: 0;"><span style="font-weight: bold; font-size: 16px; color: rgb(8, 40, 206);">LEAD ARTICLE</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="font-size: 18px; color: rgb(128, 126, 131); font-weight: bold;">Venezuela upheaval adds downside risk to oil and LNG markets</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="font-weight: bold; color: rgb(128, 126, 131);">Prospects of additional Venezuelan crude supply – following the ousting of President Nicolás Maduro – are poised to deepen oversupply on global oil and LNG markets, challenging price recovery through early 2026</span><span style="color: rgb(128, 126, 131);">.</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131);">Any easing of US sanctions could unlock Venezuelan crude exports, adding supply into already oversupplied markets, Wood Mackenzie warns. </span></p>
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<p style="margin: 0;"><span style="font-weight: bold; font-size: 16px; color: rgb(128, 126, 131);">C O M P A N I E S</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="font-size: 16px; color: rgb(128, 126, 131);">Vistra acquires Congentrix’s gas power assets for US$4 billion </span></p>
</td> </tr> </table> <div class="spacer" style="line-height: 10px; height: 10px;"> </div> <table class="text text--padding-vertical" width="100%" border="0" cellpadding="0" cellspacing="0" style="table-layout: fixed;"> <tr> <td class="text_content-cell content-padding-horizontal" style="text-align: left; font-family: Arial,Verdana,Helvetica,sans-serif; color: #403F42; font-size: 14px; line-height: 1.2; display: block; word-wrap: break-word; padding: 10px 20px;" align="left" valign="top">
<p style="margin: 0;"><span style="font-weight: bold; font-size: 16px; color: rgb(128, 126, 131);">M A R K E T S</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="font-size: 16px; color: rgb(128, 126, 131);">Egypt buys more LNG from Qatar to alleviate seasonal shortages</span></p>
<p style="margin: 0;"><span style="font-size: 16px; color: rgb(128, 126, 131);"><span class="ql-cursor"></span></span></p>
<p style="margin: 0;"><span style="font-size: 16px; color: rgb(128, 126, 131);">African utilities struggle with sustained LNG surplus</span></p>
</td> </tr> </table> <div class="spacer" style="line-height: 10px; height: 10px;"> </div> <table class="text text--padding-vertical" width="100%" border="0" cellpadding="0" cellspacing="0" style="table-layout: fixed;"> <tr> <td class="text_content-cell content-padding-horizontal" style="text-align: left; font-family: Arial,Verdana,Helvetica,sans-serif; color: #403F42; font-size: 14px; line-height: 1.2; display: block; word-wrap: break-word; padding: 10px 20px;" align="left" valign="top">
<p style="margin: 0;"><span style="font-weight: bold; font-size: 16px; color: rgb(128, 126, 131);">P R O J E C T S</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="font-size: 15px; color: rgb(128, 126, 131);">Liberty to deliver 1 GW of power for Vantage’s data Centers</span></p>
<p style="margin: 0;"><span style="font-size: 15px; color: rgb(128, 126, 131);"><span class="ql-cursor"></span></span></p>
<p style="margin: 0;"><span style="font-size: 15px; color: rgb(128, 126, 131);">Musk’s xAI buys five more 380 MW gas turbines from Doosan</span></p>
</td> </tr> </table> <div class="spacer" style="line-height: 10px; height: 10px;"> </div> <table class="text text--padding-vertical" width="100%" border="0" cellpadding="0" cellspacing="0" style="table-layout: fixed;"> <tr> <td class="text_content-cell content-padding-horizontal" style="text-align: left; font-family: Arial,Verdana,Helvetica,sans-serif; color: #403F42; font-size: 14px; line-height: 1.2; display: block; word-wrap: break-word; padding: 10px 20px;" align="left" valign="top"><p style="margin: 0;"><br></p></td> </tr> </table> <div class="spacer" style="line-height: 10px; height: 10px;"> </div> <table class="text text--padding-vertical" width="100%" border="0" cellpadding="0" cellspacing="0" style="table-layout: fixed;"> <tr> <td class="text_content-cell content-padding-horizontal" style="text-align: left; font-family: Arial,Verdana,Helvetica,sans-serif; color: #403F42; font-size: 14px; line-height: 1.2; display: block; word-wrap: break-word; padding: 10px 20px;" align="left" valign="top"><p style="margin: 0;"><br></p></td> </tr> </table> <div class="spacer" style="line-height: 10px; height: 10px;"> </div> <table class="text text--padding-vertical" width="100%" border="0" cellpadding="0" cellspacing="0" style="table-layout: fixed;"> <tr> <td class="text_content-cell content-padding-horizontal" style="text-align: left; font-family: Arial,Verdana,Helvetica,sans-serif; color: #403F42; font-size: 14px; line-height: 1.2; display: block; word-wrap: break-word; padding: 10px 20px;" align="left" valign="top"><p style="margin: 0;"><br></p></td> </tr> </table> </td> <td class="column column--2 scale stack" style="width: 65%;" align="center" valign="top"> <table class="text text--article text--padding-vertical" width="100%" border="0" cellpadding="0" cellspacing="0" style="table-layout: fixed;"> <tr> <td class="text_content-cell content-padding-horizontal" style="line-height: 1.2; text-align: left; font-family: Arial,Verdana,Helvetica,sans-serif; color: #403F42; font-size: 14px; display: block; word-wrap: break-word; padding: 10px 20px;" align="left" valign="top">
<p style="margin: 0;"><span style="color: rgb(128, 126, 131); font-size: 18px; font-weight: bold;">Gazprom-CNPC deal caps Chinese LNG demand</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131); font-weight: bold;">Gazprom’s latest cooperation push with CNPC is accelerating the ramp-up of Russian pipeline gas exports to China, capping the country’s LNG demand. Gazprom aims to increase exports via additional pipeline routes such as the Power of Siberia 2 pipeline</span><span style="color: rgb(128, 126, 131);">.</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131);">Under the agreement, supplies via Power of Siberia will be increased from 38 bcm to 44 bcm per year, while deliveries via the Far Eastern route are intended to rise from 10 bcm to 12 bcm. In addition, Gazprom and CNPC signed a memorandum to build the 50 bcm per year Power of Siberia 2 Pipeline, anticipated to start up in the early 2030s – more than doubling Russia’s current gas exports to China.</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131);">On the demand side, China’s medium- to long-term gas consumption is forecast to reach 600-650 bcm between 2035 and 2040 – reaching levels that cannot be met by pipeline gas imports alone. </span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131);">Though pipeline gas will take a larger share of this balance and reduce China’s call on spot LNG, state buyers like CNPC, CNOOC, Sinopec and PetroChina will have to continue relying on LNG to meet China’s rampant energy demand, particularly in heavy-industrialised coastal provinces. </span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131);">Higher committed Russian pipeline gas offtake – priced significantly cheaper than imported LNG – will displace some incremental LNG demand growth. Chinese buyers hence have a keen interest for pipeline gas to replace the seasonal top up cargoes that would otherwise be sourced from the spot market.</span></p>
<p style="margin: 0;"><br></p>
<p style="margin: 0;"><span style="color: rgb(128, 126, 131);">Less Chinese buying appetite for spot LNG could, in turn, led to more moderate prices of the JKM (Japan Korea Marker), the leading benchmark price assessment for spot LNG cargoes delivered into Northeast Asia. Analysts cautioned, however, that long lead-times for the construction of Power of Siberia 2 and uncertainties over exact ramp up schedules mean that LNG is poised to remain essential for China’s gas supply security well into the early 2030s.</span></p>
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Email from Gas to Power Journal Our weekly update covering everything you need to know about Natural Gas Power Generation LEAD ARTICLE Venezuela upheaval adds downside risk to oil and LNG markets Prospects of additional Venezuelan crude supply – following the ousting of President Nicolás Maduro – are poised to deepen oversupply on global oil and LNG markets, challenging price recovery through early 2026. Any easing of US sanctions could unlock Venezuelan crude exports, adding supply into already oversupplied markets, Wood Mackenzie warns. DOWNLOAD NOW << C O M P A N I E S Vistra acquires Congentrix’s gas power assets for US$4 billion M A R K E T S Egypt buys more LNG from Qatar to alleviate seasonal shortages African utilities struggle with sustained LNG surplus P R O J E C T S Liberty to deliver 1 GW of power for Vantage’s data Centers Musk’s xAI buys five more 380 MW gas turbines from Doosan Gazprom-CNPC deal caps Chinese LNG demand Gazprom’s latest cooperation push with CNPC is accelerating the ramp-up of Russian pipeline gas exports to China, capping the country’s LNG demand. Gazprom aims to increase exports via additional pipeline routes such as the Power of Siberia 2 pipeline. Under the agreement, supplies via Power of Siberia will be increased from 38 bcm to 44 bcm per year, while deliveries via the Far Eastern route are intended to rise from 10 bcm to 12 bcm. In addition, Gazprom and CNPC signed a memorandum to build the 50 bcm per year Power of Siberia 2 Pipeline, anticipated to start up in the early 2030s – more than doubling Russia’s current gas exports to China. On the demand side, China’s medium- to long-term gas consumption is forecast to reach 600-650 bcm between 2035 and 2040 – reaching levels that cannot be met by pipeline gas imports alone. Though pipeline gas will take a larger share of this balance and reduce China’s call on spot LNG, state buyers like CNPC, CNOOC, Sinopec and PetroChina will have to continue relying on LNG to meet China’s rampant energy demand, particularly in heavy-industrialised coastal provinces. Higher committed Russian pipeline gas offtake – priced significantly cheaper than imported LNG – will displace some incremental LNG demand growth. Chinese buyers hence have a keen interest for pipeline gas to replace the seasonal top up cargoes that would otherwise be sourced from the spot market. Less Chinese buying appetite for spot LNG could, in turn, led to more moderate prices of the JKM (Japan Korea Marker), the leading benchmark price assessment for spot LNG cargoes delivered into Northeast Asia. Analysts cautioned, however, that long lead-times for the construction of Power of Siberia 2 and uncertainties over exact ramp up schedules mean that LNG is poised to remain essential for China’s gas supply security well into the early 2030s. Enjoyed your free read? Consider a trial subscription Follow us on social media Gas to Power Journal | 39-41 North Road | London, N79DP GB Unsubscribe | Update Profile | Constant Contact Data Notice
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