The new EU gas & Oil supplier *discussion*

Hi team, just another part timer trying to generate some alpha and thought I’d throw this out to the group.

Here are the facts:

• Whatever the outcome is in Ukraine (long duration vs short, Ukraine ‘win’ vs Russia, peaceful vs violent resolution etc) the one truth is the EU will change it’s supplier of LNG/ oil from Russia.

• The EU has now vowed to buy its LNG & oil as a block (as opposed to having individual countries compete as before).

• This means that there are some BIG contracts that will be agreed in the future (I’m assuming discussions are already heavily under way).

• With the current inflation levels, commodities are considered ‘safe havens’ and so are related stocks.

I’m trying to find who and where this/these producers will be- it’s easy to just say ‘US’ or ‘Saudi’ but, with countries such as Nigeria publicly bidding , I thought I’d throw it out for discussion.