Country Report

India’s LNG Portfolio and Hydrogen Shift: Market Signals for Europe

Posted in Analysis, Country Report, Hydrogen, LNG on

By Akul RAIZADA, January 2026

India is pursuing a three-pronged LNG import strategy, with long-term contracts with Qatar serving as the anchor, US-indexed and portfolio contracts providing flexibility, and residual spot exposure offering optionality. While green hydrogen is expected to progressively replace grey hydrogen, significant gas displacement is not expected before 2035. For Europe, the impact is transmitted through supplier behaviour and contract mix rather than competition for spot or flexible cargoes. Global LNG suppliers increasingly view India as the growth hedge and Europe as the flexibility hedge, making India’s growing demand critical for portfolio optimisation.

Türkiye’s Balancing Act: Between Pipelines and LNG in a Re-shaped European Gas Landscape

Posted in Analysis, Country Report, Natural Gas Market on

By Irina Mironova for Cedigaz

As Europe’s gas market recalibrates after three years of upheaval, Türkiye is positioning itself as both a physical and commercial hub. A combination of robust pipeline inflows, moderate LNG demand, and a steady expansion of trading and storage capacity supports Ankara’s ambition to anchor regional gas flows.

Russian gas in Europe: Yesterday, Today, Tomorrow.

Posted in Analysis, CEDIGAZ Insights, Country Report, LNG Markets, Natural Gas Market, News on

An in-depth analysis of recent developments and prospects in Europe-Russia gas relations

 With quality information from Russia getting increasingly scarce, the Russian natural gas market has become more and more of a black box. In its latest report “Russian gas in Europe: Yesterday, Today, Tomorrow. An in-depth analysis of recent developments and prospects in Europe-Russia gas relations”, CEDIGAZ tracks the unprecedented changes between glorious “yesterday” (2018-2021), gloomy “today” (2022-Q1 2023) of Russian gas (both pipeline and LNG) in Europe, including the evolution of the European countries’ dependence on Russian gas, using data still available. The report also discusses possible futures for Russian gas in Europe after 2023 (“tomorrow”) – given new inputs, including selected pipeline export routes limitations, the Turkish natural gas hub initiative, and Russian LNG project developments.