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DIREKTE · 06:39 UTC
LIVEOther

EU Russian LNG Shift

European Union imports record Russian Yamal LNG volumes while new contract bans redirect global gas flows toward Asia and tighten winter supply margins.

Opened 2026-07-16Last update 2026-08-04
Market move since start
Cheniere Energy
LNG
266.88+2.50%
since 2026-07-16
Pulse
30D intensity · score 5.0
  • Velocity0.9/day
  • Sources19
  • Markets10
  1. MARKETDEPA Eforias completes first LNG delivery to Bulgartransgaz at Alexandroupoli FSRU

    The 500 GWh shipment marks a key operational milestone for the Greek terminal, reinforcing its role as a critical supply hub for the Balkans amid ongoing European energy diversification efforts.

    Diamond
  2. EVENTLNG market resilience holds as US supply offsets Qatar disruption amid Iran tensions

    Rising US output and AI-driven demand are sustaining the LNG market, keeping prices well below 2022 crisis levels despite geopolitical headwinds.

    Diamond
  3. MARKETItaly tops European LNG imports in July as winter supply race intensifies

    Rome’s aggressive buying spree underscores Europe’s deepening reliance on liquefied gas, even as spot prices climb ahead of the heating season.

    oPeniazoch.sk
  4. MARKETItaly tops European LNG imports in July as winter supply race intensifies

    Rome’s aggressive buying spree underscores Europe’s deepening reliance on liquefied gas, even as spot prices climb ahead of the heating season.

    oPeniazoch.sk
  5. MARKET014990.KS (014990.KS)

    ▲ 3.20%  close $1804.00 from $1748.00

  6. MARKETLUG.TO (LUG.TO)

    ▼ 5.60%  close $78.49 from $83.15

  7. MARKET014990.KS (014990.KS)

    ▼ 4.81%  close $1720.00 from $1807.00

  8. MARKETUniper secures long-term Canadian LNG supply, first deliveries set for 2032

    The deal locks in 2 million tonnes annually, reinforcing Europe’s structural shift toward North American gas as Russian pipeline flows remain absent.

    Bankier Pl
  9. MARKET014990.KS (014990.KS)

    ▼ 3.01%  close $1807.00 from $1863.00

  10. MARKETPoland lifts LNG road transport bottleneck with 50% capacity boost at Swinoujscie

    Gaz-System’s expansion of tanker loading slots to 60 per day eases a critical constraint on domestic gas distribution, supporting supply resilience in Central Europe.

    Bankier Pl
  11. MARKET014990.KS (014990.KS)

    ▼ 3.76%  close $1868.00 from $1941.00

  12. UPDATEDynagas LNG Partners declares $0.5625 distribution for Q2 2026

    The LNG shipping operator marks its 44th consecutive payout, reinforcing its track record of returning capital to preferred unitholders amid steady charter activity.

    Naftemporiki
  13. UPDATETotalEnergies prepares to exit Arctic LNG 2 as US sanctions pressure mounts

    The French major’s planned stake transfer to Novatek signals a final retreat from Russian LNG assets, reshaping the supply outlook for Europe’s winter gas reserves.

    ERT News (public broadcaster)
  14. MARKETLUG.TO (LUG.TO)

    ▼ 4.50%  close $79.02 from $82.74

  15. MARKETLUG.TO (LUG.TO)

    ▲ 4.60%  close $82.74 from $79.10

  16. MARKETVietnam approves $330m LNG power transmission line to ease grid constraints

    The 500kV infrastructure project links Cà Mau to Cần Thơ, underpinning the country's push to integrate gas-fired generation into the national grid.

    Naftemporiki
  17. MARKET014990.KS (014990.KS)

    ▼ 19.22%  close $1858.00 from $2300.00

  18. EVENTEU sanctions deadlock looms as Greece resists curbs on Russian LNG bunkering

    Diverging views among member states threaten to stall the bloc's 21st sanctions package, with energy security concerns complicating the push to tighten restrictions on Russian gas flows.

    Naftemporiki
  19. EVENTTotalEnergies forecasts Q2 profit surge as Iran conflict lifts energy prices

    The French supermajor expects higher earnings from elevated oil and gas markets, though LNG margins face headwinds amid the ongoing Middle East military campaign.

    The Korea Herald (Business)
  20. MARKETIndonesia eyes gas downstreaming at Arun special zone as LNG interest grows

    Aceh officials say domestic and foreign firms are scouting the Arun special economic zone for gas processing, signaling a push to capture more value from local reserves.

    Tempo (Bisnis)
  21. MARKET014990.KS (014990.KS)

    ▲ 20.99%  close $2300.00 from $1901.00

  22. EVENTAsian LNG prices hit March highs as Hormuz tensions choke Persian Gulf supply

    Renewed hostilities in the Strait of Hormuz are forcing Asian buyers to scramble for alternative cargoes, pushing spot prices to their highest level since late March.

    Vg
  23. EVENTIndonesia breaks ground on $23bn Abadi Masela LNG project

    The start of construction on the massive gas field marks a pivotal step for Indonesia's energy strategy, adding long-term supply capacity to a market currently strained by geopolitical shipping risks.

    The Korea Herald (Business)
  24. MARKETDaewoo E&C completes Ulsan LNG terminal project

    The infrastructure milestone adds to South Korea's liquefied natural gas import capacity, supporting the country's energy security strategy amid global supply shifts.

    The Korea Herald (Business)
  25. MARKETLNG (LNG)

    ▼ 3.24%  close $255.85 from $264.42

  26. UPDATEEU imports record Russian LNG from Yamal as ban deadline nears

    Data shows the bloc took 9.89 million tonnes in the first half of 2026, up 18% year-on-year, highlighting the tension between energy security and sanctions enforcement.

    Post-Courier
  27. UPDATEEU imports record Russian LNG from Yamal as ban deadline nears

    Data shows the bloc took 9.89 million tonnes in the first half of 2026, up 18% year-on-year, highlighting the tension between energy security and sanctions enforcement.

    Post-Courier
  28. MARKET014990.KS (014990.KS)

    ▲ 3.49%  close $1900.00 from $1836.00

  29. MARKETLUG.TO (LUG.TO)

    ▼ 3.00%  close $78.23 from $80.65

  30. MARKET014990.KS (014990.KS)

    ▼ 3.27%  close $1836.00 from $1898.00

  31. MARKETLUG.TO (LUG.TO)

    ▲ 5.11%  close $80.65 from $76.73

  32. MARKETLUG.TO (LUG.TO)

    ▼ 4.12%  close $76.73 from $80.03

  33. MARKETLNG (LNG)

    ▲ 4.93%  close $256.26 from $244.22

  34. MARKET014990.KS (014990.KS)

    ▲ 13.72%  close $1848.00 from $1625.00

  35. MARKET014990.KS (014990.KS)

    ▲ 5.04%  close $1625.00 from $1547.00

  36. MARKETLUG.TO (LUG.TO)

    ▲ 3.19%  close $83.39 from $80.81

  37. MARKET014990.KS (014990.KS)

    ▲ 5.02%  close $1547.00 from $1473.00

  38. MARKETLUG.TO (LUG.TO)

    ▲ 5.62%  close $80.81 from $76.51

  39. MARKET014990.KS (014990.KS)

    ▼ 15.41%  close $1455.00 from $1720.00

  40. MARKETLNG (LNG)

    ▲ 3.27%  close $242.84 from $235.15

  41. MARKET014990.KS (014990.KS)

    ▼ 28.33%  close $1720.00 from $2400.00

  42. MARKET014990.KS (014990.KS)

    ▲ 400.00%  close $2400.00 from $480.00

  43. MARKETLUG.TO (LUG.TO)

    ▼ 5.24%  close $76.39 from $80.61

  44. EVENTEU LNG ban on Russia reshapes global gas flows, lifting Asian prices

    The bloc's prohibition on new liquefied natural gas contracts with Moscow, effective since late April, is redirecting supply toward Asia and tightening European winter security margins.

    Nzz