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EU imports of Russian LNG from the Yamal project reached about 8.7 billion euros from January to October 2026, up 21% on all of last year. Volumes rose 6.3% year on year to 12.89 million tonnes, with the EU taking 81% of Yamal's exports, and the benchmark gas price reached 86.79 euros per MWh.
Continued reliance on Russian LNG at higher gas prices keeps European energy costs elevated, which feeds into nitrogen fertilizer and feed processing costs; the direct effect on feed commodity prices is limited.
oenergetice.czoEnergetice.cz, ČTKNov 13, 2026| AFFECTS | 1d | 5d | 20d |
|---|---|---|---|
| Natural Gas▲bullish | −1.5% | — | — |
After 141 past bullish geopolitics events, Natural Gas moved a median +3.2% over 5 sessions (64% higher; middle half -1.8% to +9.9%), and +4.0% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
