25.01.06 3 일차 일기에 투자철학을 적었으나 뭐라도 블로그 글도 남기기 위함
Jewels
2025.01.06조회수 5회
Jewels
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Related to Ukraine stops transit of Russian gas to EU, how will it affect to LEU and CCJ?
The halt of Russian gas transit through Ukraine will likely have a limited impact on European gas markets and a muted impact on Cameco (CCJ) and LEU. While Ukraine will lose transit fees, the EU has largely diversified its energy sources, mitigating the disruption.24678
The cessation of Russian gas transit through Ukraine, effective January 1, 2025, marks a significant geopolitical development, but its market impact is expected to be minimal. Europe has been actively diversifying its energy sources since 2022, primarily through increased LNG imports and alternative pipeline routes. 2468 While the halted transit represents approximately 5% of Europe's total gas needs, the impact is mitigated by secured alternative supplies and filled storage in countries like Austria and Slovakia. 4678 European gas benchmarks already reflected this anticipated cutoff, closing 2024 over 50% higher. 3 On January 1, 2025, European natural gas prices reached €50 per megawatt-hour, a 4.5% increase from the previous day and the highest level since November 2023. 7 This price surge indicates a limited market reaction to the actual halt.
Russia's economic impact is also projected to be muted, with estimated GDP loss between 0.2% and 0.3%, equivalent to roughly $6B in lost ...