Worried that the Ukrainian crisis affects natural gas supply to European buyers hoardi

(London Composite Electric) Russia may invade Ukraine, prompting European fuel buyers to worry that European natural gas supply may be disturbed, so they begin to hoard coal. Instead, Russian coal suppliers can enjoy the advantages of fishermen.

BRAEMARACM, a ship broker, found that according to the data analysis of ship tracking, it was found that the coal imports of the European Union in January increased by 55.8%to 10.8 million metric tons in January, of which Russia coal accounted for 43.2%;The monthly import volume also increased by 35.1%year -on -year to 9.3 million metric tons.

Last year, Russia's exported power coal to Europe increased to 31.1 million metric tons, an increase of 16.2%year -on -year, most of which were shipped to Germany, Belgium and the Netherlands.

Although the European Union promised to achieve a net carbon emissions in 2050, in fact, since mid -last year, the EU has gradually abandoned natural gas and used coal.

European politicians said that Russia's tightening of natural gas supply has led to the price of natural gas climb to a new high.Russia denied accusations and responded that as long as Germany approved the "Beixi No. 2" natural gas pipeline to be put into operation, Russia's natural gas exporting to Europe will increase, and prices will fall.

The high price of natural gas will continue to increase the demand for coal.The International Energy Agency recently pointed out that the demand for natural gas in Europe is expected to decrease by 4.5%this year because the use of coal power generation is more money.

Russia exported US diesel has also increased

In addition to Russian coal sales, Russia's exported to the United States also comes to the northeast of the United States with cold weather.Increased trends.According to data from Vortexa, an energy intelligence supplier, there are about 1.55 million barrels of diesel transported from Russia to the United States this month, which is the highest record in three years. This number accounts for 22%of the total amount of fuel imports in the United States in February.The increase in the proportion of Russia diesel has reflected the role of Russia's role in global oil supply.

The East Coast of the United States is particularly dependent on imported diesel, because its refining capacity has contracted due to low profit margins and the largest oil refinery in the east coast two years ago.The rise in natural gas prices has also prompted northeast of the United States to rely on fuel power generation. At present, the inventory of diesel in the United States has fallen to the lowest level since 2014.