Overview
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.
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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.
— A single, perfectly polished gold bar sculpted as a stylized LNG carrier hull sits alone on a matte black plane; a narrow silver-blue reflective channel wraps its base like a tightened shipping lane,
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