European LNG security is becoming more exposed as the EU increases its dependence on US LNG imports following the shift away from Russian gas. Rising import volumes and political pressure from Washington are raising concerns over supply security, pricing and long-term diversification.
European LNG security has become a more pressing issue as the region’s pivot away from Russian gas leaves it increasingly reliant on US LNG.
Imports from the US rose sharply from 21bcm in 2021 to an estimated 81bcm in 2025, accounting for 57% of EU LNG imports. That concentration is raising concerns that Europe may be replacing one strategic dependency with another, particularly as US political pressure is now being linked to trade negotiations.
The issue is especially important for LNG buyers in Central and Eastern Europe, where long-term contracts may not fully guarantee supply resilience.
For the LNG market, the debate highlights how energy security, affordability and geopolitical risk are becoming more tightly linked as Europe reshapes its import strategy.
Source: Ana Marie Jaller Makarewicz
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