LNG geopolitics: Reduced Russian supply fuels volatility; US emerges as dominant supplier

A new analysis warns that the global shift away from Russian gas is creating market instability due to tighter supplies and political realignments. Countries are increasingly relying on the US for LNG, described as a volatile ally, with potential for price swings and political friction as the US expands its export capacity.

LNG geopolitics: Reduced Russian supply fuels volatility; US emerges as dominant supplier
A new analysis warns that the global shift away from Russian gas is creating market instability due to tighter supplies and political realignments. Countries are increasingly relying on the US for LNG, described as a volatile ally, with potential for price swings and political friction as the US expands its export capacity.