KN Energies AB · OMXVSE:KNE1L
KN Energies AB — Amber Gas Corridor Webinar (February 2026)
56 slides from KN Energies AB's conference presentation, Feb 19, 2026
Slide 1: Opportunities for Gas Supply to Ukraine and Central and Eastern Europe
1 Opportunities for Gas Supply to Ukraine and Central and Eastern Europe
Slide 2: Welcome and introduction to the Amber Gas Corridor Initiative
Welcome and introduction to the Amber Gas Corridor Initiative Justas Černiauskas Commercial Director at Amber Grid, Lithuania Katarzyna Szeniawska Director of Gas Market Development Division at GAZ- System, Poland
Slide 3: Amber Gas Corridor – Connecting the Finnish-Baltic Region with Poland and CEE
Amber Gas Corridor – Connecting the Finnish-Baltic Region with Poland and Central & Eastern Europe Amber Gas Corridor is a regional initiative launched in November 2025, providing shippers with a reliable and competitive gas transportation route connecting the Finnish-Baltic region with Ukraine and
Slide 4: Amber Gas Corridor webinar: GTSOU's updates
Amber Gas Corridor, online webinar: GTSOU`s updates Andrii Prokofiev Head of Division of Cooperation with Clients February 19, 2026
Slide 5: Gas TSO of Ukraine LLC is the sole operator of Ukrainian gas transmission system
Gas TSO of Ukraine LLC is the sole operator of Ukrainian gas transmission system Key facts about GTSOU operates the most the company extensive GTS in Europe • certified according to 3rd EU Energy package and independent starting from 33 000 km gas pipelines Jan 1, 2020 • ensures gas transportation t
Slide 6: Overview of Ukrainian gas market
Overview of Ukrainian gas market • In 2025 cross-border flows decreased on 0 exits (by 75%) due to market reasons, but bcma increased on entries (by 152%) driven by the increased import needs: ru transit -75% * 3.0 bcm from HU, 0.5 21.4 Production 2.1 bcm from PL bcma 1.4 bcm from SK bcma Consumptio
Slide 7: Ukraine-EU interconnectivity
Inkoo LNG Ukraine-EU interconnectivity The EU gas infrastructure opens access to variety of sources of gas LNG Terminals 1 Main routes Klaipeda LNG between Brunsbüttel LNG Planned LNG Terminals UA and the EU Gdansk LNG Mukran LNG Wilhelmshaven LNG Gas production Cross-border IPs Stade LNG Swinoujsci
Slide 8: Ukraine-EU interconnectivity – tariff comparison
Ukraine-EU interconnectivity – tariff comparison Total monthly tariffs for March 2026 including regasification fee 20 1 2 3 4 Routes via 1 Poland 15,6 15 Routes via 2 12,6 Slovakia EUR/MWh 12,6 11.2 11,2 9,6 9.9 Routes via 10 9,3 9.2 3 7,6 Hungary 7.5 7.9 5,7 4 Routes via 5 4,9 TBP 0 DE-YAMAL- FI-EE
Slide 9: Development of new firm capacities (PL)
Development of new firm capacities (PL) PL-UA IP opens access to new sources of gas: • Norwegian gas production through Baltic pipe • LNG from all around the world through Polish and Lithuanian terminals • German VTP, which is supplied from TTF, LNG terminals, Norway etc. Significant progress in the
Slide 10: Development of firm capacities (TBP)
Development of firm capacities (TBP) Trans-Balkan pipeline (as part of Vertical Corridor) opens access to different sources of gas: • LNG from all around the world through Greek and Turkish LNG terminals • Romanian and potentially Bulgarian offshore production IP Grebenyky • Azeri gas from TAP etc.
Slide 11: Utilization of EU-UA cross-border IPs
Utilization of EU-UA cross-border IPs mcm 5,8 mcm of average flow in 2025 8,3 mcm of average flow in 2025 Poland mcm Hungary 18,4 11,5 mcm of average flow in 2026 9,5 mcm of average flow in 2026 18 18 16 15,3 16 14 14 ≈12 12 12 10 10 9,8 8 8 6,4 6 6 4 59% 98% 4 85% 98% utilization utilization utiliz
Slide 12: Thank You for Your Attention
Thank You for Your Attention Contact us: [email protected] https://tsoua.com
Slide 13: Floating LNG Terminal Inkoo, Finland
FLOATING LNG TERMINAL INKOO, FINLAND Satu Mattila 13 2/19/2026
Slide 14: Inkoo LNG terminal
Inkoo LNG terminal The terminal ship delivers natural gas to Finland and the entire Baltic Sea region, and it is intended to be taken into use next winter in Inkoo. floating LNG terminal ship is practically a terminal anchored in a port and a pipe passes from the port to the gas network. The termina
Slide 15: Services and tariffs
Services and tariffs Regasification Service Reloading Service Unused Capacity Regasification Service comprises of LNG Carrier Reloading Service is a Terminal Service provided Management acceptance and mooring, LNG Carrier unloading, by the Terminal Operator to a Terminal User as temporary LNG storag
Slide 16: Long-Term, Annual and Spot Capacity
Long-Term Capacity Annual Capacity Spot Capacity Adjusted Late Spot Slot For 2+ years onwards For the next calendar year Within the calendar year Within the calendar year • Invitation on the Terminal website latest • Invitation on the Terminal website • Available Spot capacities for upcoming • Appli
Slide 17: Winter navigation
Winter navigation • Fourth winter at the terminal and all operations running smoothly • Ice class rules and updates set by Finnish Transport Infrastructure Agency – Help available for correct info – Updated ice restrictions and guide for Finland’s winter navigation • Terminal has constant communicat
Slide 18: LNG terminal - Commercial contact details
LNG terminal - Commercial contact details If any questions, suggestions or ideas don’t hesitate to contact the Inkoo commercial team Rasmus Hellman Commercial Manager tel. +358 50 388 4891 [email protected] Benjamin Strandberg Commercial Coordinator tel. +358 40 540 3374 benjamin.strandberg@
Slide 19: Welcome to the Finnish gas market
Welcome to the Finnish gas market Register | Gasgrid 1 Register as a shipper (market participant). 2 Conclude the Shipper and Trader Framework Agreement with Gasgrid Finland. Please contact us Gasgrid Finland [email protected] LNG Terminal Services | Gasgrid 3 For access to the LNG terminal
Slide 20: Gas Transportation Route via Estonia–Latvia Common Market Zone
Gas Transportation Route via Estonia–Latvia Common Market Zone Ance Ansone International Projects Development Manager at Conexus Baltic Grid, Latvia
Slide 21: Gas Transportation Route through the Estonia-Latvia Common Zone
Gas Transportation Route through the Estonia-Latvia Common Zone 19 February 2026 21
Slide 22: Conexus Baltic Grid and Elering system operators
«Conexus Baltic Grid» is the «Elering» is an independent and unified natural gas transmission self-sufficient Estonian electricity and storage system operator in and gas transmission system Latvia operator 1190 km long gas 978 km long gas transmission transmission infrastructure infrastructure Inčuk
Slide 23: Market integration (Fin-Est-Lat) and aim of it
Market integration (Fin-Est-Lat) and aim of it Since 2020, the Balticconnector pipeline between Finland and Estonia interconnects the gas markets of Finland and the Baltic states and provides a connection to the Klaipeda LNG terminal in Lithuania and the Inčukalns underground gas storage facility in
Slide 24: Common Entry-Exit tariff in Fin-Est-Lat
Common Entry-Exit tariff in Fin-Est-Lat 142.77 EUR/(MWh/day/year) or ~0.39 EUR/MWh/h Amber Gas Corridor transmission costs (EUR/MWh) VAT tax included in Ukraine Entry tariff 100% discount at Inčukalns underground gas storage entry/exit. 24
Slide 25: EE-LV common balancing zone
EE-LV common balancing zone Single framework: Joint balancing: Central platform: Single VTP, single Area-wide One IT system for contracting TSO, imbalance market and common rules calculation under communication joint balancing and coordination rules
Slide 26: What Do You Need as a Market Participant?
What Do You Need as a Market Participant? 1. To become a market participant, sign a transmission and balancing service agreement with Conexus or Elering. You can register for your preferred market, while retaining access to both. 2. Register in The Common Zone Platform 3. Register for capacity booki
Slide 27: System Operators & Platforms
System Operators & Platforms CAPACITY BOOKING BALANCING TRADING TRANSPARENCY GSA platform Common Zone Platform EEX ENTSOG Transparency (EE–LV) Platform https://www.gsaplatfor m.eu/ https://transparency.entsog.eu/#/umm/ https://www.gsaplatform.eu/ https://platform.conexus.lv/sign-in https://www.eex.c
Slide 28: Summary and key information
Summary and key information Fully integrated Fin-Est-Lat gas market enabling seamless cross-border gas transportation since 2020 Single Entry-Exit tariff system with no internal border tariffs - lower costs and simpler operations for shippers EE - LV Common Balancing Zone with one VTP, joint balanci
Slide 29: Welcome to the Latvia-Estonia gas market
Welcome to the Latvia-Estonia gas market (FinEstLat tariff zone) Transmission | Conexus 1 Conclude transmission and balancing service agreements with Conexus Baltic Grid (Latvia) or Elering (Estonia). Cross-border gas trade | Elering 2 Obtain a trading licence from the National Regulator. Conexus Ba
Slide 30: Gas Transportation Route via Lithuania
Gas Transportation Route via Lithuania Vaidotas Bručkus Head of LNG Commerce at KN Energies
Slide 31: Lithuanian Route – A Key Transit Link in the Amber Gas Corridor
Lithuanian Route – A Key Transit Link in the Amber Gas Corridor ROUTE FROM KLAIPĖDA LNGT, LITHUANIA Klaipėda LT Core transit link to Poland LNGT, LT Santaka PL UA Lithuania connects Baltic and Polish gas systems, enabling access to the EU gas market. ROUTE FROM INKOO LNGT, FINLAND Inkoo EE-LV LT PL
Slide 32: Overview of Klaipėda LNG terminal & Gas transportation Route via Lithuania
Overview of Klaipėda LNG terminal & Gas transportation Route via Lithuania Vaidotas Bručkus Head of LNG Commerce AB KN Energies 19th February 2026
Slide 33: Overview of Klaipėda LNG terminal
Overview of Klaipėda LNG terminal 3,5% 68 % Utilization LNG LNG Biomethane liquefaction SCOPE OF SERVICES Regasification Reloading* PoS of Biomethane → PoS of Bio-LNG conversion (from 2025) LNG unloading, storage and regasification LNG unloading from the Terminal into an LNG carrier (from 2015) (fro
Slide 34: Available capacity at Klaipėda LNG terminal
Available capacity at Klaipėda LNG terminal Market sounding 4 SPOT LNG cargoes for 2026, with 1 already LONG-TERM CAPACITY ALLOCATION booked: PROCEDURE 2026 Feb Public consultation Delivery window: 24-25 Feb #1 Send out: 1 Feb – 31 Mar [BOOKED] 2033 – 2040/2044 NERC approval on T&C (1st January 2033
Slide 35: Welcome to the Lithuanian gas market
Welcome to the Lithuanian gas market Contracts | Amber Grid 1 Enter a transmission service contract with Amber Grid Licensing / Permission | NERC 2 Get permission to operate at a virtual trading point from the National Energy Regulatory Council Amber Grid [email protected] Please contact us Ac
Slide 36: Gas Transportation Route via Poland
Gas Transportation Route via Poland Stanisław Brzęczkowski Gas Market Development Division at GAZ-System, Poland
Slide 37: Key Route Features and Transport Options from Poland to CEE
Key Route Features and Transport Options from Poland to CEE 19 February 2026
Slide 38: Gas Transmission System Operator in Poland and LNG Terminal Owner
KEY NUMBERS Gas Transmission System Operator in Poland Owner and Operator of the LNG Terminal in Świnoujście 12 209 km LENGTH OF TRANSMISSION SYSTEM 3 bcm/y 849 GAS FACILITIES 14 COMPRESSOR STATIONS 2.4 bcm/y 7 6.1 bcm/y CROSS-BORDER 10 bcm/y INTERCONNECTORS 1.9 bcm/y 8 , 3 bcm/a 8.3 bcm/y REGASIFIC
Slide 39: Amber Gas Corridor Usage and Opportunities in 2024/2025/2026
Amber Gas Corridor Usage and Opportunities in 2024/2025/2026
Slide 40: How to Become a GAZ-SYSTEM's Shipper?
How to Become a GAZ-SYSTEM’s Shipper? Registration of entity and first representatives in the Information Exchange System (IES) Submission of an application for provision of the transmission service via IES and conclusion of the agreement Submission of an application form for capacity allocation via
Slide 41: Registration in the Information Exchange System
Registration in the Information Exchange System Step 1 First User Registration Step 2 Delivery of the documents ❑ Power of attorneys to register in the IES. ❑ Power of attorneys to act in the IES within the scope of utilisation of services of GAZ-SYSTEM S.A. for submitting applications for transmiss
Slide 42: Registration on GSA Platform
REGISTRATION ON GSA PLATFORM Step 1 First User Registration A Entering the User data Entering the System C User/Organisation data Acceptance of the Terms and A Conditions Confirmation of the registration C (by clicking on the link) Step 2 Delivery of the documents ❑ Power of attorneys for the first
Slide 43: Transmission Contract
Transmission Contract PZ 1. The transmission contract is a framework agreement. PP/PZ GTC 2. GTC is a part of transmission contract. CONTRACT 3. Each framework contract has a separate PP or PZ for specific points. Capacity Allocation (PP) Availability Allocation (PZ) • Physical entry/exit point • En
Slide 44: Transport costs 2025 vs 2026
Grafi\ka z Ulotki Transport costs 2025 vs 2026
Slide 45: Gas Inside Information Platform
GIIP offers a service for publishing inside information related to electricity or natural gas markets (the so-called “REMIT inside information”). GAS The disclosure of REMIT inside information may affect the wholesale price of electricity INSIDE and natural gas. INFORMATION What sets us apart? PLATF
Slide 46: Gas Transmission Service Demand Forecast in Poland
GAS TRANSMISSION SERVICE DEMAND FORECAST IN POLAND
Slide 47: Cross-Border Gas Transmission to Ukraine - Incremental Capacity Process
CROSS-BORDER GAS TRANSMISSION TO UKRAINE - INCREMENTAL CAPACITY PROCESS An increase of export capabilities to enable long-term and guaranteed natural gas supply to Ukraine, requires additional investments in the transmission infrastructure in Poland. Based on MDAR conclusions, GAZ-SYSTEM and GTSOU c
Slide 48: Influence of Gas Power Plant Development for System Capacity
INFLUENCE OF GAS POWER PLANT DEVELOPMENT FOR SYSTEM CAPACITY CAPACITY AVAILABLE FOR THE CURRENT GY 25/26 CAPACITY AVAILABLE FOR THE NEXT GAS YEARS DK → PL: 10,0 bcm/y DK → PL: 10,0 bcm/y PL → DK: 3,0 bcm/y PL → DK: 3,0 bcm/y LT → PL: 1,9 bcm/y → PL: 8,3 bcm/y LT → PL: 1,9 bcm/y → PL: 8,3 bcm/y PL →
Slide 49: Increasing Cross-Border Gas Transmission to Ukraine – Offer Level 1
INCREASING CROSS-BORDER GAS TRANSMISSION TO UKRAINE INCREMENTAL OFFER LEVEL 1 CAPACITY OFFER LEVEL (80%) 3,869,863 kWh/h 3,095,890 kWh/h 342 466 m3/h 273 937 m3/h POLAND UKRAINE • Q4 2030 • Q4 2028 • f-factor = 0,47 • f-factor = 0 • Construction of a new DN1000 gas • Reconstruction of CS“Komarno” pi
Slide 50: Increasing Cross-Border Gas Transmission to Ukraine – Offer Level 2
INCREASING CROSS-BORDER GAS TRANSMISSION TO UKRAINE INCREMENTAL OFFER LEVEL 2 CAPACITY OFFER LEVEL (80%) 5,650,000 kWh/h 4,520,000 kWh/h 500 000 m3/h 400 000 m3/h POLAND • Q4 2032 UKRAINE • f-factor = 0,56 • Q4 2028 • Construction of a new DN1000 gas • f-factor = 0 pipeline Wronów - Rozwadów - • Rec
Slide 51: Incremental Procedure 2025-2027: Steps to be taken in 2026
INCREASING CROSS-BORDER GAS TRANSMISSION TO UKRAINE Incremental Procedure 2025-2027 Steps to be taken in 2026 01/09/2025 30/01/2026 04/05/2026 06/07/2026 Market Demand Design Phase Public consultation NRAs coordinated Yearly auctions Assessment decisions Report
Slide 52: Steps to Be Taken on the Polish Gas Market
Steps to Be Taken on the Polish Gas Market Requirements to become a customer of gas transport services: Gas transit Gas trading Information Exchange System (IES) Transmission Contract Registration on capacity booking platforms: • GSA Platform or/and RBP Capacity Allocation: • IP auctions held on GSA
Slide 53: Scan and Contact Our Gas Market Development Division
SCAN AND CONTACT OUR GAS MARKET DEVELOPMENT DIVISION
Slide 54: Amber Gas Corridor Survey
o Amber GAS Corridor Amber Gas Corridor Survey
Slide 55: Amber Gas Corridor Survey: Building a More Connected Gas Market
Amber Gas Corridor Survey: Building a More Connected Gas Market – Your Input Matters Purpose: • To identify key needs and improvement areas to ensure more efficient gas transportation through the Amber Gas Corridor — from the Inkoo (Finland) or Klaipėda (Lithuania) LNG terminals via the Baltic and P
Slide 56: Participate in the Amber Gas Corridor Survey!
Participate in the Amber Gas Corridor Survey! Survey details Duration: approx. Available until: 20 minutes 2026-03-06 Survey invitation If you have any questions, will be shared please contact: after the webinar [email protected]
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