Energy Expert

Thierry Bros, PhD

Thematic (Sector/Industry)

Russia Energy / Thematic (Sector/Industry)

<p>In early July, <a href="https://www.smartkarma.com/entities/23749" target="_blank" data-smartkarma-citation="entities:23749:1">Gazprom PJSC (GAZP RX)</a> invited analysts for a field trip in Siberia and Yamal peninsula to visit the Zapolyarnoye gas and Novoportovskoye oil producing fields. My two takeaways are:</p><ul class=""><li>
<em><a href="https://www.smartkarma.com/entities/23749" target="_blank" data-smartkarma-citation="entities:23749:1">Gazprom PJSC (GAZP RX)</a> can provide low-cost, highly seasonal gas to Europe and Russia</em><ul><li>
<a href="https://www.smartkarma.com/entities/23749" target="_blank" data-smartkarma-citation="entities:23749:1">Gazprom PJSC (GAZP RX)</a> is the lowest cost gas producer and this was again confirmed with the 2017 cost of production and treatment of gas of the Zapolyarnoye field at 1,920 RUB/1,000cm (or 0.9 $/Mbtu while the average…</li></ul>
</li></ul>

In early July, Gazprom PJSC (GAZP RX) invited analysts for a field trip in Siberia and Yamal peninsula to visit the Zapolyarnoye gas and Novoportovskoye oil producing fields. My two takeaways are:
Gazprom PJSC (GAZP RX) can provide low-cost, highly seasonal gas to Europe and Russia
Gazprom PJSC (GAZP RX) is the lowest cost gas producer and this was again confirmed with the 2017 cost of production and treatment of gas of the Zapolyarnoye field at 1,920 RUB/1,000cm (or 0.9 $/Mbtu while the average…


From Russia, with Cheap Gas