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Gazprom shares fall on lack of dividend and pipeline to China

Published by Global Banking & Finance Review

Posted on May 21, 2026

2 min read

· Last updated: May 21, 2026

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Gazprom Shares Slide on Dividend Absence and China Pipeline Uncertainty

Market Reaction and Key Developments

Gazprom Share Performance

MOSCOW, May 21 (Reuters) - Gazprom shares continued their slide on Thursday, pressured by the previous day's announcement that it would not pay a dividend on 2025 results and by Russia's continued failure to clinch a deal on a new gas pipeline to China.

Shares in Russia's largest natural gas producer lost almost 1% to 117.9 roubles in early trade on the Moscow stock market, extending the previous day's 3.5% decline.

Investor Sentiment

"Yesterday, the Moscow Exchange index fell by 1.2%, unable to withstand a double disappointment: reports from China about the lack of clarity regarding the timeframe for implementation of the Power of Siberia 2 project and Gazprom's refusal to pay dividends for 2025," Sinara Investbank said in a note.

Company Valuation and Strategic Challenges

Capitalisation Drop

Gazprom's capitalisation has dropped to only 2.8 trillion roubles ($40 billion), a far cry from the $1 trillion promised by management in 2008.

Loss of European Market

The company has lost lucrative European Union sales since Russia's invasion of Ukraine in 2022 ruptured trade and political ties with most of Europe.

China Pipeline Negotiations

Putin-Xi Meeting Outcome

Russian President Vladimir Putin met China's Xi Jinping in Beijing on Wednesday, but the two leaders failed to reach a breakthrough on the planned Power of Siberia 2 pipeline that would enable Russia to more than double its natural gas exports to China.

Exchange Rate Context

($1 = 70.8000 roubles)

Reporting Credits

(Reporting by ReutersEditing by David Goodman)

Key Takeaways

  • Gazprom’s board recommended not paying dividends on 2025 results—the first such recommendation since mid‑2022 amid prolonged financial strains and elevated interest costs. (ru.themoscowtimes.com)
  • Share price slid another ~1% to 117.9 roubles on May 21, following a ~3.5% drop the previous day; the Moscow Exchange index also fell ~1.2% amid double‑hit fears. (lemonde.fr)
  • Talks on the Power of Siberia 2 pipeline to China remain stalled: no contract or timeline was finalized during President Putin’s May 19–20 Beijing visit. China’s pricing demands and Mongolia transit terms continue to be sticking points. (lemonde.fr)

References

Frequently Asked Questions

Why did Gazprom shares fall on May 21?
Shares fell after Gazprom announced it would not pay a dividend on 2025 results and due to delays in the China pipeline deal.
What is the Power of Siberia 2 pipeline?
The Power of Siberia 2 is a planned natural gas pipeline meant to boost Russia's gas exports to China, but negotiations have stalled.
How much did Gazprom's shares drop in early trade?
Shares fell almost 1% to 117.9 roubles, extending a previous day's 3.5% decline.
What impact did the dividend decision have on Gazprom's market value?
Gazprom's capitalisation dropped to 2.8 trillion roubles, a significant decline from past valuations.
Did Russia and China reach an agreement on the new gas pipeline?
No, Russian and Chinese leaders failed to reach a breakthrough on the Power of Siberia 2 pipeline.

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