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Special reports - 13 July 2026

Comment: What would happen if Power of Siberia 2 came online earlier than expected?

Cyrus Brooks, RBAC Inc., writes: if Power of Siberia 2 enters service earlier than expected, the largest impact may not be the pipeline volume itself, but how that volume changes ChinaÂé¶¹´«Ã½Ó³»­™s next marginal gas purchase Âé¶¹´«Ã½Ó³»­” plus, how many LNG cargoes will be produced or available to China and where will those LNG cargoes eventually go that China no longer needs?