Tuesday, October 27, 2026

Yamal Lng News

Russia's exports of LNG for January-August are up 13.7% on an annual basis

The Arctic LNG 2 project has contributed to a 13.7% increase in Russia's liquefied gas exports in the first eight-month period of 2026. In the first eight month of this year, the same data revealed that the Arctic LNG 2 Project had supplied 2.8 million tons. Total Russian LNG exports in?August rose by 29% on an annual basis to 2.58 millions?tons. Data also revealed that Russian LNG exports to Europe in the period January-August grew 10.7% on an annual basis to 10.3 millions tons. In August, the exports fell to 0.5 million tonnes from 0.6 millions tons a year ago.

TotalEnergies CEO: We earn $400 million per year by selling Russian LNG

PARIS, 23 July - The CEO of TotalEnergies, who spoke to analysts on a Thursday'results' call, said that the French oil major earns around $400 million annually from selling cargoes of liquefied gas from Russia's Yamal LNG plant. TotalEnergies has kept its stakes since Moscow's invasion of Ukraine in 2022, but deconsolidated them, so that the money does not appear in official reports. The European Union is importing record-high volumes of LNG from Russia's largest LNG plant Yamal. However, EU sanctions will begin to ban these imports next year. The lifting of cargoes is one activity, and we have direct access the cash booked by UK entity.

US Russia sanctions bill reduces tariffs on China, India

The U.S. Senate on Tuesday released an updated version of the Russia sanctions legislation, championed?by the late Senator Lindsey Graham. This revised bill eases the original proposal?s?tariff?threat to China, India, and other importers?of Russian oil and gas. The bill, which is supported by both Republican senators and Democratic Senators, aims to impose sanctions against Russian officials, and use tariffs as a way to pressure China and India into reducing their dependency on Russia as a supplier of energy. Graham, who passed away suddenly…

Data shows that Russia's LNG imports will increase by 9.9% during the first half of 2026.

The preliminary LSEG data showed that Russia's liquefied gas exports grew 9.9% - in the first half of this year - to 16.6 million metric tonnes, boosted mainly by the growing supply resulting from the new Arctic LNG 2 project. Due to seasonal maintenance, exports in June fell by 1.5% compared to a year ago and 37% compared to May, to 2.03 million tons. This is due to the Asia-oriented Sakhalin-2 facility. According to LSEG ship tracking data, Sakhalin-2 is controlled by Russian gas?company Gazprom and has suspended LNG exports as of June 17 due to planned maintenance.

EU Commission clarifies all Russian LNG trade is banned from 2027 for EU operators

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EU-based companies will be prohibited from selling Russian liquefied natural gas next year, even if buyers are located outside the EU, according to a letter seen by Reuters on Thursday."The ban prohibits companies to trade/market Russian LNG to third countries as it is not relevant whether the Russian LNG is destined for the EU or not," said the letter dated June 1 from the office of EU Energy Commissioner Dan Jorgensen, addressed to Poten and Partners, a shipping brokerage and LNG advisory.While the European Union voted to stop importing Russian gas by 2027 in response to Moscow's war with Ukraine…

TotalEnergies is silent about the Russian decision approving the sale of Arctic LNG 2 stake

According to a Wednesday decree, Russian President Vladimir Putin approved the sale by TotalEnergies of a 10% share in the sanctioned Arctic LNG 2 Project to Nordline LLC. TotalEnergies has declined to comment on the sale and made no statement about it, unlike in previous divestments. The decree mentions two Russian registered entities called Nordline LLC. Both are linked to private Russian LNG producer Novatek. Novatek did respond immediately to a comment request. Western firms are leaving Russia. Since the 2022 Russian invasion of Ukraine, and Western sanctions were imposed, many foreign companies have either sold or had their Russian assets seized.

TotalEnergies Remains Silent as Russia Approves Sale of Arctic LNG 2 Stake

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Russian President Vladimir Putin has approved the sale of a 10% stake in the sanctioned Arctic LNG 2 project held by France's TotalEnergies to a company called Nordline LLC, according to a decree published on Wednesday.TotalEnergies declined to comment and has not issued any statement on a sale, unlike previous divestments from Russia.Reuters has identified two Russian-registered entities named Nordline LLC, both linked to private Russian LNG producer Novatek, the majority owner of Arctic LNG 2, but could not confirm which one might be specified…

Revenue for Russian LNG Exports Decreases as Shift to Asia Doubles Costs

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Russia's diversification of its liquefied natural gas exports to Asia after the loss of the European market will cut its revenue due to at least a doubling of logistics costs, industry sources and analysts told Reuters.The European Union plans to fully phase out Russian LNG imports from the beginning of 2027 as part of its sanctions pressure on Moscow over the war with Ukraine.In an attempt to regain the initiative, President Vladimir Putin said early in March that Russia could stop gas supplies to Europe ‌with immediate effect and seek longer…

Data shows that Russian LNG exports increased by 8.6% from January to April.

The preliminary LSEG data on Tuesday showed that Russia's liquefied gas exports grew 8.6% from January to April to 11.4 millions metric tons compared to the same period last year. This was due to the supplies from the Arctic LNG 2 Project, which reached a million tons during the first four month of this year. U.S. sanctions against Moscow for the Ukraine conflict has slowed Russian LNG exports. This is especially true at the Arctic LNG 2, where operations have been hampered due to a lack of buyers. Total?Russian LNG exports rose 13.2% in April alone compared to a year earlier, reaching 2.92 million tonnes.

Data shows that Russia exported more LNG to Europe in the first quarter.

The first quarter of 2026 saw Russia export more liquefied gas than it had a year earlier. Shipments to Europe increased despite Moscow's efforts to "redirect" supply away from the region. LSEG preliminary data on Wednesday showed that LNG exports grew by 8.9% in the past year to 8,6 million metric tonnes. U.S. sanctions on Moscow for the Ukraine conflict has restricted Russian LNG exports. This is especially true at the Arctic LNG 2, where operations are being hindered due to a lack of buyers. The Arctic LNG 2 plant supplied around 800,000 tons of LNG during the first quarter of this year. This helped to increase overall Russian LNG deliveries.

Russia's Threatens to Divert LNG Cargo From Europe, Options Limited

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Russia's threat to halt liquefied natural gas (LNG) deliveries to Europe and divert cargoes to Asia would prove difficult to achieve because of its long-term contracts and need for more Arctic-class tankers, industry analysts said.President Vladimir Putin said in a TV interview early in March that Russia could stop gas supplies to Europe with immediate effect and seek longer-term commitments from other buyers.The impact of the U.S.-Israeli war on Iran has caused a surge in gas prices, as the conflict has effectively shut off 20% of global LNG supply.Russia…

Naturgy warns that EU ban could affect $13 billion of Russian LNG purchases by Naturgy

Spain's Naturgy, according to its annual report, has a total of 10.95 billion euros ($13.25 billion) in Russian liquefied gas purchase commitments that could be affected by the European Union's ban on Russian LNG as early as 2027. This represents less than one quarter of the total amount it has committed to energy purchases. According to the report, in 2013 the Spanish power utility entered into a contract with Yamal LNG to import LNG from Russia. The contract included take-or pay clauses that would cover 38 terawatt hours?per annum through 2041. This contract represented roughly 16% of the total supply in 2024. Naturgy's spokesperson declined to comment.

Data shows that Yamal LNG has resumed transhipments in the vicinity of Murmansk.

LSEG data showed on 'Thursday that Yamal LNG has resumed ship to ship?liquefied gas operations near a port in the Arctic called Murmansk. This could mean a possible resumption for the first time of this winter of fuel exports into Asia. Ship-to-ship allows the company to optimize the use of expensive ice-class tankers during the winter when the Northern Sea Route, which runs along the Russian Arctic coast, is restricted. This?scheme is used to export goods to Asia. The LSEG data revealed that the Arc7 LNG Tanker Vladimir Vize carrying an LNG cargo of Yamal LNG and?Seapeak Yamal Gas carrier were positioned near Kildin Island.

TotalEnergies CEO seeks clarification on EU ban on Russian gas

Patrick Pouyanne, the CEO of TotalEnergies, said on Wednesday that the company is asking both France's?government and EU Commission for clarification on an EU ban against importing liquefied gas from Russia. Pouyanne said in an analyst briefing that it appears that a European company is unable to market Russian LNG. This was something we had not anticipated. He added that the French oil giant may abandon the Yamal project if they are unable to sell the fuel. Total is one the largest buyers in the world of Russian LNG, delivering 5 million metric tonnes of fuel per year to customers in Europe and Asia.

Sources say that Russia's Novatek employs lobbyists in order to improve relations with the US.

Two sources familiar with the situation said that Novatek, Russia's largest producer of liquefied gas, is working with lobbyists to try and rebuild U.S. relationships after Washington imposed sanctions against its mammoth Arctic LNG 2 Project. After the 2022 invasion of Ukraine by Russia, the relationship between the United States and Russia reached a post Cold War low. President Joe Biden’s administration imposed sanctions on hundreds entities and individuals who supported the war effort. Novatek's Arctic LNG 2 was to be the largest LNG plant in Russia. Some Russians are cautiously optimistic about the return of U.S. president-elect Donald Trump on Jan.

Data shows that Russia's LNG exports in 2024 will increase by 3%.

LSEG's preliminary data on Saturday showed that Russia's LNG exports increased by 3% to 32 million metric tonnes in 2024, with about half of it going to Europe. China, the largest Russian importer, imported more than 7 millions tons of super-cool gas. In Europe, the Russian LNG exports were mainly delivered to France this year, who imported more than 5,6 million tons of LNG. Then comes Belgium and Spain. According to data, the total Russian LNG supply in December was stable compared to November at around 2.9 millions tons. Novatek's Yamal LNG plant increased its exports by 5.4% on an annual basis to 19,6 million tons in 2024.

Russian Yamal LNG Plant Ships First Cargo This Season Via Northern Sea Route

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Russia's Yamal LNG plant, operated by Novatek, has dispatched a first cargo of liquefied natural gas this season via the Northern Sea Route to China, Kommersant daily reported on Friday, citing Kpler data.It said the Arc 7 ice-class tanker Georgiy Ushakov left the port of Sabetta on June 19 and has been moving eastward along Russia's Arctic shore.The route, challenging due to thick ice and cold weather during the winter season, gained more importance over the past few years as Europe, once the largest buyer of Russia's fossil fuels, imposed a number of sanctions against Moscow over the conflict in Ukraine.The European Commission on Tuesday proposed a legally binding ban o

Russia's LNG Exports by Destinations and Volume

EU sources confirmed on Friday that the European Commission would propose to ban Russian LNG imports a year sooner than originally planned as part of the 19th package sanctions against Moscow. Here are some statistics about Russia's gas exports, by volume and destination. In January-August 2025, Russia exported 18.8 million metric tonnes of liquefied gas. Of this amount, 9.5 million tons went to Asia while 9.2 millions tons went to Europe. Eurostat reports that the share of Russian liquefied gas imported by the EU in the second quarter 2025 has decreased from 22% to 14%. The frozen gas that Russia supplies to Europe is supplied by Yamal LNG, a Novatek-led company.

Data shows that Russia's LNG exports from Jan-Nov are up by 5%.

LSEG reported on Monday that Russia's January-November LNG exports increased by 4.7 % compared to a year ago, reaching 29,1 million metric tonnes. Just over half of these were shipped to Europe. In the first 11 month of this year, Europe imported around 14.7 millions tons of Russian exports. This is 51% of all Russian exports. According to data, total supplies were stable in November, with 2.9 million tonnes. The data for October was revised to 2,87 million tons, down from the initial reported 2.97 millions tons. The supply of goods to Europe fell to 1,27 million tonnes last month from 1,66 million tons the previous November.

Mitsui OSK To Asses EU Sanction Impact On Its LNG Vessels

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Japan's second-largest shipping company Mitsui O.S.K. Lines (MOL) said it is carefully assessing the impact on three of its liquefied natural gas vessels of new sanctions imposed by the European Union against Russia."We will continue to fully cooperate with the relevant authorities, including the European Union and the Japanese government, and remain committed to complying with all applicable laws, regulations, and international rules," said a company spokesperson on Wednesday."We will take appropriate measures as necessary, in accordance with our rights and obligations."On Tuesday…