Сегодня Газпром объявил некоторые цифры из отчетности за 1П22. Самой аудированной отчетности нет, поэтому мы не можем комплексно оценить финансовое состояние компании.
В пресс-релизе отмечается, что экспортная цена газа в 1П22 выросла более чем в 3.5 раза. В прошлом году эта цена составляла $194 за тыс м3 в 1-м кв, $224 – во 2-м, $314 – в 3-м. В 1П21 - $208. Эти данные можно найти в презентациях Газпрома: 2К21, 3К21.
Рост в 3.5 раза – это $728. Для сравнения, средняя цена TTF в 1П22 равнялась $1130 (рост в 4.1 раза к 1П21). Таким образом, грубо можно оценить, что экспортная цена Газпрома в 1П21 составляла примерно две трети от цены TTF.
Сейчас газ на TTF торгуется по $1800 (снижение вдвое от пиковых значений в конце августа). Но для Газпрома это цена всё более виртуальна, т.к. экспорт газа в Европу уверенно стремится к нулю https://t.me/russianmacro/15395.
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