MNI: LNG Risks from Russian-Ukraine Peace Deal

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Executive Summary

• The 28-point peace plan to end the Russia-Ukraine War has been launched by the US, with Trump setting a Nov. 27 deadline.
• While there is no guarantee that it will end the war, it could have wide implications for energy markets.
• The plan gives no guarantees for sanctions relief; however, Russia will likely push for an easing of restrictions on Arctic LNG 2.
• US LNG demand could face lower utilization rates and delayed facility FID’s, but impacts are likely to be limited in the very near term.