EU Sticks to Plan to Reject Russian Energy Supplies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 11 2026
0mins
Source: CNBC
- Energy Supply Crisis: The EU faces an energy crisis due to supply constraints from the Iran war, with Russian energy imports dropping to approximately 13% for LNG and pipeline gas and below 3% for oil in 2025, indicating a significant reduction in reliance on Russian energy.
- Strategic Decision: European Commission President Ursula von der Leyen emphasized that abandoning the long-term strategy to reject Russian energy would be a strategic blunder, as the EU prepares alternative measures to lower energy prices, including state aid and price caps.
- Russian Countermeasures: President Putin indicated that Russia may preemptively halt energy supplies to Europe to redirect resources to more promising markets, showcasing Russia's leverage in energy supply dynamics.
- Market Dynamics Shift: Despite the EU's plan to fully ban Russian gas imports by the end of 2027, Russia continues to supply LNG to EU nations, highlighting the challenges in implementing a complete ban.
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Analyst Views on LNG
Wall Street analysts forecast LNG stock price to fall
11 Analyst Rating
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 275.840
Low
258.00
Averages
274.09
High
290.00
Current: 275.840
Low
258.00
Averages
274.09
High
290.00
About LNG
Cheniere Energy, Inc. is the producer and exporter of liquefied natural gas (LNG) in the United States. The Company provides clean and secure LNG to integrated energy companies, utilities, and energy trading companies worldwide. It operates two natural gas liquefaction and export facilities at Sabine Pass, Louisiana (Sabine Pass LNG Terminal) and near Corpus Christi, Texas (Corpus Christi LNG Terminal). Sabine Pass LNG Terminal, which has natural gas liquefaction facilities consisting of six operational trains, for a total production capacity of approximately 30 million tons per annum (mtpa) of LNG (the SPL Project). Corpus Christi LNG Terminal near Corpus Christi, Texas, consists of three trains for a total production capacity of approximately 15 mtpa of LNG, three LNG storage tanks and two marine berths. It also owns and operates a 94-mile natural gas supply pipeline that interconnects the Sabine Pass LNG Terminal with several large interstate and intrastate pipelines.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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