Country Report

Israel–Egypt Interdependence and LNG at the Margin

Posted in Analysis, Country Report, LNG on

By Irina Mironova for Cedigaz

Israel’s natural gas sector is increasingly discussed in the context of global LNG markets. Having moved from energy self-sufficiency to sustained export capability, Israel now influences the LNG system indirectly, through its integration with Egypt’s gas and power balance. The relevance of Israeli gas therefore lies in how gas is allocated under stress: as regional balances tighten and security risks rise, Israeli pipeline flows shape the margin between power stability and availability of feedgas for LNG in Egypt.

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.