In this interview, Andreas Schroeder maps Germany’s gas security from short-term contracts to new gas-fired plants and LNG infrastructure. He weighs the nuclear phase-out, EU dependence on non-Russian suppliers, and the risks ahead.

Before we begin, I would like to highlight two milestones. First, this is the 100th episode of IR thinker. Second, our very first episode, published on 5 January 2023, also featured Andreas Schroeder. Andreas was the first expert who accepted my invitation and, in doing so, believed in this project when it was only an idea. 

This interview marks the 100th episode of IR thinker. Thank you for your support, and for watching and listening to IR thinker. 

Andreas Schroeder

Andreas is Head of Energy Analytics (Quantitative) at ICIS (Independent Commodity Intelligence Services), where he leads an international team analysing the dynamics of global energy markets. 

Content

00:00 – Introduction

03:13 – Current Natural Gas Flows to Germany and Contract Structures

05:08 – The Logic Behind Short-Term Pipeline Contracts

07:27 – LNG Imports and the Expansion of German Infrastructure

09:47 – Gas Storage Developments Since the War in Ukraine

14:03 – Declining Gas Consumption in Germany: Causes and Implications

16:58 – New Gas-Fired Power Plants in Germany

19:32 – The Impact of the Nuclear Phase-Out on Energy Security

22:20 – Innovative Gas Procurement Strategies for the German Market

24:42 – Germany’s Role as a Gas Exporter

26:43 – Export Infrastructure and Capacity

28:23 – Competition Between Germany and Poland in Gas Trade

30:43 – Dependence on US and Norwegian Gas After the Russian Cut-Off

33:26 – Can the EU Operate Without Russian LNG?

35:24 – The Potential of African Gas for Germany

36:53 – Qatar’s Role in Germany’s Gas Supply

39:53 – Canada as an Emerging Gas Partner for Germany

41:52 – Future Challenges for Germany’s Natural Gas Security

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