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Europe’s LNG reliance grows as US export policy raises supply questions

A Columbia University podcast examines Europe’s gas pressures and the production and infrastructure questions surrounding US LNG export ambitions.

By NewsdeskPublished 19 Feb 2025, 10:151 min read

Europe’s LNG reliance grows as US export policy raises supply questionsCredit: Illustration generated by AI for this publication

Europe’s falling winter gas stocks and the end of Russian pipeline deliveries through Ukraine are increasing its exposure to global LNG markets, according to a podcast preview published by Natural Gas World. The outlet describes a difficult year for the region as natural gas prices rise, questioning earlier assessments that Europe had successfully moved beyond the initial disruption caused by the loss of Russian supplies.

The European supply pressures coincide with a shift in US export policy. President Trump’s administration has pledged to remove restrictions on new LNG export permits as part of its push to expand American energy leadership. However, the preview identifies unresolved questions over whether domestic gas production and infrastructure can support those ambitions, alongside uncertainty about the consequences for US gas prices.

Those issues form the backdrop to a discussion hosted by Jason Bordoff with gas specialists Anne-Sophie Corbeau and Ira Joseph for the Center on Global Energy Policy at Columbia University. The programme examines the LNG outlook and its geopolitical and environmental implications. Its agenda includes the consequences of changing gas trade patterns for European industrial competitiveness, the potential influence of geopolitical tensions on future trade, and the implications for efforts to reduce greenhouse gas emissions.

Corbeau is a global research scholar at the centre, specialising in hydrogen and natural gas. Her more than 20 years in the energy industry include roles as BP’s head of gas analysis, a senior gas analyst at the International Energy Agency and a research fellow at the King Abdullah Petroleum Studies and Research Center.

Joseph, a senior research associate at the same centre, previously led global generating fuels and electric power pricing at S&P Global Platts. Before that, he headed gas and power analytics globally at Platts. Natural Gas World’s preview sets out the questions for the discussion rather than supplying forecasts for prices, LNG export volumes or European storage levels.

TagsGas Markets US Exports LNG European Gas

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Filed 19 February 2025

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