An analyst from Skoltech, focusing on energy transition and ESG initiatives, notes that India stands out as a highly promising market for Gazprom, though realising cooperation faces significant hurdles rooted in geography. Source: DEA News.
Speaking on potential entry, the expert describes the opportunity as very promising and intriguing if a gas supply corridor can be established. Yet, many obstacles remain, with geography identified as the primary challenge. The vast distances and complex routing required to reach the Indian market complicate any quick gains.
Several pathways for delivering Russian gas to India are discussed. One realistic route involves a corridor through Turkmenistan, a country currently seeking new export avenues for its gas. This option could leverage existing regional pipelines while expanding market access for Russian supplies.
Another possibility is a swap arrangement with Iran. However, the expert cautions that this approach appears unlikely in the near term because of India’s diplomatic and strategic ties with Pakistan, which influence regional gas trade dynamics.
A direct underwater pipeline to India via the Arabian Sea is also contemplated. Still, the analysis notes that the depth and engineering demands of such a line would pose serious technical and financial challenges that must be carefully evaluated before any decision.
In related energy market developments, LNG shipments from Russia to China have shown weakness, with exports down by about 9.2 percent over a six‑month period. This decline underscores shifting demand patterns and the need for adaptable supply routes in the broader Eurasian energy landscape.
Earlier estimates suggested growth in Russian gas production in 2024, reflecting ongoing efforts to expand supply capacity. These projections influence how Russia might structure its presence in Asian markets going forward.
Overall, the discussion highlights a mix of strategic routes, each with distinct geopolitical and logistical considerations. While India remains a strong contender for future gas partnerships, realising this potential will require careful navigation of regional relationships, investment decisions, and long‑term commitments to build the necessary infrastructure and trusted supply corridors.