Sunday, November 24, 2019

"First American LNG Shipment for Ukraine Arrives at Polish Port"

Poland has been trying to warn the rest of Europe of the risks in getting too dependent on Russian gas, in particular via the Nord Stream 2 pipeline. Here's the intro to one of our posts from February 2018:

Natural Gas: "Polish PM: Nord Stream II Would Make Russia Free to act Against Ukraine, So Must Not be Built
Someone should check in with Victoria "Fuck the EU" Nuland to see what the plan to follow-up on the 2014 regime change in Ukraine was.
Because, despite the fact their first concern is their own energy security, the Poles do have a point regarding their frenemy Ukraine, things could get a bit chaotic for Kyiv if Nord Stream 2 is completed as planned.

Maybe the Ukraine follow-up plan is mixed in the same stack as the follow-up for the "We came, we saw, he died" Libya plan.

Here are three stories on some aspects of the current state of play in Eastern European energy geopolitics......
And one from 2016:
New Russian Pipeline In Baltic Sea Could 'Collapse' Ukraine

I'm not sure what it is about the Poles but they seem wary of their neighbors

"Berlin, Moscow Negotiate New Trade Accord".
-Reading Eagle
Feb. 12, 1940
Go figure.

Here's the headline story and after the jump some of the background.
From The Marine Executive:
The first American LNG cargo for ultimate delivery to Ukraine has arrived at a terminal in the port of  Swinoujscie, Poland. The geopolitically-significant shipment represents the start of an alternative, non-Russian gas supply for Ukrainian consumers. "U.S. liquefied natural gas (LNG) is coming to Ukraine! Another step in helping Ukraine achieve energy independence," said the U.S. Embassy in Kiev in a twitter post.

Ukraine is dependent upon Russian natural gas for heating and power, and it levies fees on Russian energy producers for providing pipeline capacity to Europe via Ukrainian territory. Tensions between Kiev and Moscow are at historic highs - the two nations are at war over the fate of Ukraine's eastern Donbass region - and the Russia-Ukraine gas transit agreement is up for renewal in December....MORE
We've followed the Poles strategic decision to diversify supply, even though at least for now, the decision is more expensive.
December 2017
Germany May Be Trying to Destabalize Poland But No Worries

October 2018
The Nord Sream 2 Alternative: "Polish consumption, LNG imports grow" 
It isn't cheap to do what Poland is doing, paying for some independence from Russian sources, but it may prove farsighted on the day—and it will happen—Russia begins pressuring Germany over some geopolitical point or other.

October 2018
Natural Gas: Polish Oil and Gas Company (PGNiG) confirms US LNG supply deal 
Ramping up the use of the new (and already being expanded) President Lech Kaczyński LNG Terminal. Qatar is currently Poland's largest LNG supplier with the next step in the diversification away from reliance on Russia to be increasing Norwegian gas via the Norway-Denmark-Poland Baltic Pipe by October 2022.

October 2018
Natural Gas: Russian Media Downplays Poland's Latest Moves

December 2018 
Natural Gas: Poland Is Already Expanding Its New LNG Terminal As Nord Stream 2 Heads For Germany