🇷🇺 RUSSIA STILL HOLDS 16% OF EU LNG🇪🇺
Even after the war.
2025 numbers:
• 🇺🇸 US. 52.5% of EU LNG (€24.2B)
• 🇷🇺 Russia. 16.1% (€7.4B)
(Russia revenue only -3% vs 2024)
Moscow remained the EU’s 2nd LNG supplier by value.
And wants to be a global LNG superpower.
On paper:
• Yamal LNG – 17.4 mtpa
• Arctic LNG 1 & 2 – ~40 mtpa combined
• Baltic, Murmansk, Obsky projects planned
• Far East & Sakhalin expansion
Dozens of mtpa under construction or planned.
Reality:
• Sanctions block tech & financing
• Arctic LNG 2 stalled
• Ice-class fleet constraints
• Limited Western buyers
Ambition: 100+ mtpa long term.
Execution: constrained.
#Russia can build capacity.
But selling it at scale is the real bottleneck.
#oott #energy #LNG
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Even after the war.
2025 numbers:
• 🇺🇸 US. 52.5% of EU LNG (€24.2B)
• 🇷🇺 Russia. 16.1% (€7.4B)
(Russia revenue only -3% vs 2024)
Moscow remained the EU’s 2nd LNG supplier by value.
And wants to be a global LNG superpower.
On paper:
• Yamal LNG – 17.4 mtpa
• Arctic LNG 1 & 2 – ~40 mtpa combined
• Baltic, Murmansk, Obsky projects planned
• Far East & Sakhalin expansion
Dozens of mtpa under construction or planned.
Reality:
• Sanctions block tech & financing
• Arctic LNG 2 stalled
• Ice-class fleet constraints
• Limited Western buyers
Ambition: 100+ mtpa long term.
Execution: constrained.
#Russia can build capacity.
But selling it at scale is the real bottleneck.
#oott #energy #LNG
FOLLOW LIKE SHARE