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PODCAST: Natural gas caught in the Russia-Ukraine crossfire

Gazprom advisor Andrey Konoplyanik, Columbia University professor Christof Ruhl and Jonathan Stern, a distinguished research fellow at the Oxford Institute for Energy Studies, discuss how the crisis might impact natural gas investing and infra portfolios.


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The crisis in eastern Ukraine has had the world on edge for months now. While politicians ponder invasion, infrastructure investors are looking towards the world of energy, as important natural gas assets like Nord Stream 2 hang in the balance.

Could the geopolitical stressors in the Donbas push Europe, and the rest of the world, to a globalised LNG market? Will the potential cancellation of Nord Stream 2 spell the end of the era of the pipeline? And could a silver lining in all of this be a push away from fossil fuels and towards a greener future?

In this episode of Spotlight, Infrastructure Investor sits down with three energy experts to discuss those questions and more: Andrey Konoplyanik, current advisor to Gazprom exports and former Russian Deputy Minister of Fuel and Energy; Christof Ruhl, a professor at Columbia’s Centre for Global Energy Policy and former global head of research at ADIA; and Jonathan Stern, a distinguished research fellow at the Oxford Institute for Energy Studies.