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Source of 2022 gas supply shock to Europe
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First seen
Jul 13, 2026
— Recent Coverage
Commodities
Jul 13, 2026
Europe’s record H1 2026 Yamal LNG liftings set up a tighter Atlantic Basin
FT Markets reported the EU bought a record volume of Yamal LNG in H1 2026, taking almost all of the plant’s output. With an EU LNG ban expected later in 2026, sourcing, policy design, and the TTF-JKM spread are in focus.