The Americans are coming
The arrival of more US LNG in the Atlantic basin should cap European gas prices and help the bloc cut emissions
The impact of US shale gas production is starting to be felt in Europe, with Turkey receiving its first cargo of American liquefied natural gas, and Ineos its inaugural cargo of ethane. Two earlier US LNG cargoes have also made their way across the Atlantic and many more-both of ethane and LNG-will follow in the coming years. They should cap European gas prices and force established exporters, Norway and Russia, to cheapen the price of their gas, even as domestic European production shrinks. Over recent years most of Europe's LNG has arrived from Qatar, Algeria or Nigeria, and demand is now edging up, helped by new Baltic regasification terminals. The US LNG deliveries should begin in earnes
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Europe has transformed into a global LNG demand powerhouse over the last few years, with the fuel continuing to play a key role in safeguarding the continent’s energy security, Carsten Poppinga, chief commercial officer at Uniper, tells Petroleum Economist
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Sempra Infrastructure’s vice president for marketing and commercial development, Carlos de la Vega, outlines progress across the company’s US Gulf Coast and Mexico Pacific Coast LNG portfolio, including construction at Port Arthur LNG, continued strong performance at Cameron LNG and development of ECA LNG
19 February 2026
US LNG exporter Cheniere Energy has grown its business rapidly since exporting its first cargo a decade ago. But Chief Commercial Officer Anatol Feygin tells Petroleum Economist that, as in the past, the company’s future expansion plans are anchored by high levels of contracted offtake, supporting predictable returns on investment
