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EU Ports Remain Key Buyers of Russian LNG as Natural Gas Prices Slide

EU Ports Remain Key Buyers of Russian LNG as Natural Gas Prices Slide

European ports continued to play a central role in financing Russia’s gas sector in 2025, despite the EU’s stated goal of curbing energy dependence on Moscow. New analysis of Kpler vessel-tracking data by NGO Urgewald indicates that EU import terminals received 76.1% of liquefied natural gas shipped from Russia’s Yamal LNG project last year, generating an estimated €7.2 billion ($8.4 billion) in revenue for the Kremlin. The findings underscore the gap between EU policy commitments and actual trade flows, and highlight how Russian LNG deliveries via European infrastructure remain a notable component of the continent’s gas supply mix.

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Against this backdrop, prices for Natural Gas have declined sharply over the past month, falling about 20.6%, reflecting ample supply, seasonality effects, and ongoing adjustments in global LNG trade patterns. From a short-term trading perspective, the 1-day technical signal for natural gas is currently a Sell, suggesting continued downside risk or at least limited near-term momentum, even as the geopolitical importance of LNG trade into Europe remains elevated.

Investors can explore more updates, prices, and analysis across global markets at Commodities.

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