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Russia's LNG shipments via the eastward Northern Sea Route reached record highs this year. Volumes are projected to rise further next year as an upcoming EU ban pushes Yamal LNG and its buyers to redirect supplies to Asia.
The EU ban reroutes Russian LNG to Asia, shifting trade flows rather than removing supply from the global market. This leaves the net effect on global gas prices limited.
energyintel.comAuthor Staff reports Editor Deb KellyNov 13, 2026After 168 past geopolitics events, Natural Gas moved a median +2.2% over 5 sessions (63% higher; middle half -1.8% to +8.8%), and +4.1% 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.
