Overview
- Urgewald’s analysis of Kpler data shows 76.1% of Yamal’s 19.7 million tonnes in 2025 went to EU ports, with the project supplying about 14.3% of the EU’s LNG imports.
- The shipments to Europe generated roughly €7.2 billion ($8.4 billion) for Russia in 2025, underscoring the scale of ongoing energy trade.
- France was the largest EU buyer, taking 6.3 million tonnes via Dunkirk and Montoir, while Belgium’s Zeebrugge emerged as a key hub with 58 ship calls and about 4.2 million tonnes.
- Exports rely on a small fleet of Arc7 ice-class tankers and short routes to EU terminals; Seapeak and Dynagas control most of the Arc7 vessels and carried the bulk of EU-bound volumes.
- Policy steps are pending or in motion, including the EU’s planned ban on Russian LNG by 2027 and broader gas limits by 2028, plus new U.S. pressure via October 2025 sanctions on Rosneft and Lukoil and a bipartisan sanctions bill now advancing.