Cheniere Energy Partners LP

CQP: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$93.00	Hjsvc	Tkjsbrfvn

IEA Report on EU Gas Supply Gap in 2023 Offers Difficult Proposals for Dire Challenge

Stephen Ellis

Dec 15, 2022

One of the more pressing near-term challenges for the EU is addressing the large gap between gas supply and demand in 2023, left by the uncertainty over continuing Russian gas imports to the EU. In a recent report, the International Energy Agency, or IEA, outlined a 57 billion cubic meter, or bcm, gap in 2023, whereas our estimates put the gap at closer to 70 bcm. We expect the EU to close the gap, and how it does so will inform how well it is positioned for 2024 and the expected humanitarian and economic cost.

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