The Post-Ukraine War Reset: How Global Oil & LNG Trade Flows Will Realign ( A Short Note)
Key Questions Explored in This Short Note (If you or your company is interested in a full live or Zoom presentation, please reach out via LinkedIn, X, or this form https://www.anasalhajji.com/book-event to discuss fees and details):
How will global trade flows of crude oil, refined products, and LNG evolve in the coming years? What are the expected implications for international energy prices?
Which countries, companies, and regions stand to gain or lose the most from these shifts in global energy trade patterns?
Will the European Union’s bans on Russian energy imports (oil, petroleum products, and natural gas) be lifted or significantly relaxed in the foreseeable future?
Are U.S. sanctions on Russian LNG projects and exports likely to remain in place after the resolution of the conflict in Ukraine?
These questions are answered below.
Figure (1)
Flow of Russian Urals Crude to China and India (January 9, 2025)
Source: Kpler, 2025