Country Report

Russia’s LNG Supply Potential: Why Shipping Matters More Than Liquefaction Capacity

Russia's LNG Potential Is No Longer Defined by Liquefaction Capacity

Posted in Analysis, CEDIGAZ Insights, Country Report, LNG on

For years, discussions about Russia’s LNG future have focused on liquefaction capacity. How many trains could be built? How quickly could new projects come online? Could Russia achieve its ambition of becoming one of the world’s largest LNG exporters?

Today, those questions remain relevant, but they are no longer the most important ones.

Russia’s ability to increase LNG exports is increasingly determined not by liquefaction capacity, but by the logistical and technological constraints that connect liquefaction plants to end-users. In other words, the bottleneck has shifted downstream.

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.