Russia cannot physically move that gas to new customers for the next decade, if ever.
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Ha.
Europe maybe.
China and India will take all plus more.
You mean it will take over a decade for Russia to complete the switch?
Could be.
“Russia cannot physically move that gas to new customers for the next decade, if ever.”
It runs through fixed pipelines. New pipelines would have to be built across time zones of distance.
Most of Russia’s oil exports are aboard tanker ships, that can just dock at another port to unload, but most of the gas flows though pipelines, that were just shut off. New pipelines would have to be built to other customers (or to new LNG terminals that would also have to be built). They don’t exist now to transport that gas from the old pipelines.