Sep. 19 at 3:55 PM
$LNG $VG $WDS $NEXT won't see benefits immediately, but EU has finally pulled the trigger on getting off Russian LNG sooner rather than later. They have committed to ceasing imports from Russian at the end of 2026, which is 1-yr earlier than previously planned. That's
$8 billion in imports they will now have to source elsewhere. U.S. LNG is not the only game on the planet, but EU has proposed major commitments to U.S. energy so that should help.
Hopefully we should see proof in form of long-term SPAs in the next 12-months.
https://www.bloomberg.com/news/articles/2025-09-19/eu-takes-biggest-step-yet-in-crackdown-on-russian-energy-imports?srnd=homepage-americas