2022, what to sell is very profitable! The answer to this question may be energy. Especially after the outbreak of the Russian-Ukrainian conflict, the EU EU formulated a resolution to significantly reduce its dependence on Russia's energy, and instead sought purchases from the United States, Qatar , Saudi and other countries, leading to a surge in prices.
At present, Nord Stream No. 1 pipeline has been cut off for for 23 consecutive months, and Nord Stream No. 2 pipeline has been bombed again. The last pipeline connecting Russia and Europe, Velke Kapusany, is also close to being cut off. November to March of the following year are the peak season for energy consumption in Europe.
At the peak of European energy demand, natural gas from Russia fell to freezing point. So what should I do? The first way is to use current reserves to fill the gap. Referring to previous years' data, Europe will need about 320 billion cubic meters of natural gas in the next five months.
Nansheng noticed that in the five months from November 2021 to March 2022, Russia supplied about 80 billion cubic meters of natural gas to Europe. The remaining 240 billion cubic meters are produced by Europe and imported from the United States, as well as , Middle East, , Africa and other regions.
If EU countries reduce indoor heating, encourage people to reduce natural gas consumption, and at the same time increase the utilization of other energy sources such as coal and firewood, it is possible to reduce demand by about 15% - the total consumption in the past five months will drop to about 272 billion cubic meters.
This means: the current gap is about 32 billion cubic meters. The 10 billion cubic meters here can be compensated by purchasing the additional purchase of the US liquefied natural gas . The final gap is expected to be around 22 billion cubic meters. No new supplementary channels are found yet, so European underground gas storage can only be activated.
As of November 8, the European natural gas reserves displayed by AGSI have reached 95.36% of the storage capacity , with a total volume of 1064.2025 billion kWh (1 TWH equals 1 billion kWh) - the cube meter is about 101 billion cubic meters, which can fully meet European needs.
This winter, European natural gas consumption demand can be met by destocking by . But inventory is always limited, and it is necessary to replenish inventory during the off-season. For American energy companies, Europe's huge energy consumption market will be their money-making beast, and it will be long-term.
The market is so tempting, are Americans ready?
The answer is yes! The mining plan released by the U.S. Energy Agency shows that the daily gas extraction volume will expand from 94.57 billion cubic feet in 2021 to 98.07 billion cubic feet in 2022, and further increase to 99.69 billion cubic feet in 2023.
into the cubic meters we are familiar with is: 2.777 billion cubic meters are mined daily in 2022, and it is expected to exceed 1 trillion cubic meters for the whole year; in 2023, the U.S. natural gas extraction volume will further climb to 1030 billion cubic meters, ranking first among countries around the world.
Not only that, the United States is also actively building liquefied natural gas (LNG) infrastructure, continuously improving LNG output capabilities, and actively seizing the market space after Russia's energy withdrawal.
Comment: Efforts to change the energy consumption structure and increase imports from the United States, the Middle East, Africa and other places. Europe seems to be able to get out of Russia to the greatest extent. But in this process, Europeans paid a huge price, while Americans made a lot of money.
ideology cannot be eaten as a food, holds zero sum Cold War mentality , engages in political confrontation based on "small groups", ignores the laws of the market economy, and puts shackles on the free market. The final result can only be a battle between the snipe and the clam, and the United States, the fisherman, gains profit. Do netizens agree with this?
