Liquefied Natural Gas and the Long, Strategic Play for Europe
Liquefied natural gas (LNG) to Europe isn’t a get-rich-quick scenario for the impatient investor: It’s a long, strategic play for the sophisticated investor who can handle no small amount of politics and geopolitics along the way. When it comes to Europe, Russia’s strategy to divide and conquer has worked so far, but Gazprom is a fragile giant that will eventually feel the pressure of LNG.
Robert Bensh is an LNG and energy security expert who has over thirteen years of experience with leading oil and gas companies in Ukraine. He has been involved in various roles in finance, capital markets, mergers and acquisitions and government for the past 25 years. Mr. Bensh is the Managing Director and partner with Pelicourt LLC, a private equity firm focused on energy and natural resources in Ukraine.
In an exclusive interview with Oilprice.com, Bensh tells us:
• Why the smart LNG play is a long-term one
• How LNG fits into the European energy picture
• Why LNG will eventually pressure Russia in Europe
• Why Gazprom is but a fragile giant
• How Russia combines gas and political influence in Eastern Europe
• How the European Union is easy to divide and conquer
• Why the Ukraine crisis has brought attention to the South Stream pipeline
• Why Bulgaria is the new front line
• How Lithuania succeeded in negotiating down Gazprom
• What Moscow’s Crimea annexation really achieved
• Why it’s game over for Gazprom prices when Turkey steps in