# EU's Russia LNG ban from January to impact Asian supply; demand holds key

> The EU will ban all imports of Russian LNG from January 1, 2027, with some long-term contract holders allowed to divert cargoes until late July 2027. Asian spot LNG buyers are entering the January trading cycle, and the JKM-TTF spread has widened, closing arbitrage.

- Date: 2026-11-13 · published 2026-11-13T15:10:13.292Z
- Category: policy · region EU · magnitude medium
- Page: https://feedsoft.ai/events/97981-eu-s-russia-lng-ban-from-january-to-impact-asian-supply-demand-holds-key
- Commodities: [Natural Gas](https://feedsoft.ai/c/NATGAS.md), [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

Tighter LNG supply to Europe and Asia raises gas costs for nitrogen fertilizer and energy-intensive processing, which supports fertilizer and feed input prices.

## Read by commodity

- UREA: bullish ▲
- NATGAS: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| NATGAS | 2026-10-29 | [EC holds to Russian gas ban as prices soar \| S&P Global](https://feedsoft.ai/events/2159-ec-holds-to-russian-gas-ban-as-prices-soar-s-and-p-global.md) | -1.8% | — |
| NATGAS | 2018-05-18 | [LNG Remains In Tight Supply In This Key Market \| OilPrice.com](https://feedsoft.ai/events/65194-lng-remains-in-tight-supply-in-this-key-market-oilprice-com.md) | +3.8% | +7.7% |
| NATGAS | 2017-12-19 | [Suppliers hitting the gas - Chinadaily.com.cn](https://feedsoft.ai/events/67650-suppliers-hitting-the-gas-chinadaily-com-cn.md) | -2.4% | +29.6% |
| NATGAS | 2021-12-08 | [Farmers ask US Justice Department to investigate fertilizer price spikes \| Reuters](https://feedsoft.ai/events/43923-farmers-ask-us-justice-department-to-investigate-fertilizer-price-spikes-reuters.md) | +2.0% | +4.8% |
| NATGAS | 2021-11-16 | [German regulator puts brake on Nord Stream 2 in fresh blow to gas pipeline](https://feedsoft.ai/events/44233-german-regulator-puts-brake-on-nord-stream-2-in-fresh-blow-to-gas-pipeline.md) | -1.7% | -23.8% |
| UREA | 2025-07-29 | [EU duties on Russian fertilizers: global and regional implications \| GPCA](https://feedsoft.ai/events/24080-eu-duties-on-russian-fertilizers-global-and-regional-implications-gpca.md) | +7.8% | +1.9% |
| UREA | 2022-03-04 | [Russia’s proposed ban adds fuel to fertilizer price fire \| The Western Producer](https://feedsoft.ai/events/42215-russia-s-proposed-ban-adds-fuel-to-fertilizer-price-fire-the-western-producer.md) | +12.2% | +16.2% |
| UREA | 2023-12-18 | [Asian fertiliser buyers turn away from key exporter China amid growing curbs](https://feedsoft.ai/events/32628-asian-fertiliser-buyers-turn-away-from-key-exporter-china-amid-growing-curbs.md) | +1.6% | +2.4% |

## Sources

- spglobal.com: https://www.spglobal.com/energy/en/news-research/latest-news/lng/111326-eus-russia-lng-ban-from-january-to-impact-asian-supply-demand-holds-key

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.