Changing restrictions on russian gas to europe would disproportionately impact us lng exports, new s&p global commodity insights study finds

Future course of sanctions and flow of russian gas to europe could impact up to $120 billion of investment and 29 mmtpa for future u.s. lng projects washington , may 8, 2025 /prnewswire/ -- the united states, which currently supplies half of europe's liquefied natural gas (lng) imports and roughly 15% of the continent's total gas supply, would be disproportionately impacted if current restrictions on russian gas and lng were to change, a new s&p global commodity insights study finds. the report, u.s. lng exports at risk: potential unwinding of sanctions on russian natural gas  found that, under an "opening the taps" scenario where u.s. sanctions on russian natural gas pipeline and lng exports are withdrawn and new volumes of russian gas flow to europe, more than 17 million metric tons per annum (mmtpa) in new u.s. lng projects—representing $70 billion in related investment—would be curtailed compared to a "current trend" scenario.
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