Report
Baptiste Lebacq ...
  • Marc Lavaud

Rush to LNG: cold shower on climate change mitigation?

11 months ago, Russia invaded Ukraine. Several weeks later, the EU decided to stop all of its gas supplies from Russia as quickly as possible. With the REPowerEU plan, it committed to structurally reduce its gas supply... but increase its use of LNG. Oil companies (Shell & TotalEnergies) and services companies (TechnipEnergies, GTT and Vopak) could invest in soon-to-be stranded assets or assets that could cause a carbon lock-in. This new rush to LNG could then jeopardize the EU's...
Provider
Oddo BHF
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.

Analysts
Baptiste Lebacq

Marc Lavaud

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