Oddo BHF - Le boom du GNL : coup de froid sur nos objectifs climatiques ?

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Oddo BHF

Baptiste Lebacq ...

Marc Lavaud

Le boom du GNL : coup de froid sur nos objectifs climatiques ?

Il y a 11 mois, la Russie envahissait l’Ukraine. Quelques semaines plus tard, l’UE décidait de cesser tout approvisionnement en gaz russe le plus rapidement possible. Avec REPowerEU, elle engageait une baisse structurelle de sa consommation de gaz… mais un recours accru au GNL. Les compagnies pétrolières (Shell & TotalEnergies) et les sociétés de services (TechnipEnergies, GTT et Vopak) pourraient investir dans des infrastructures bientôt « actifs échoués » ou qui provoqueraient ...

25/01/2023 1 FR

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Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Analysts

Baptiste Lebacq

Marc Lavaud

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Le boom du GNL : coup de froid sur nos objectifs climatiques ?

France, as seen from the deck of the Titanic

La France, vue depuis le pont du Titanic

Bravida : A good vehicle to make the most of the upturn in Nordic construction

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