# Cut off from Europe, Russia will rewire its Arctic gas trade and prevail

> An EU ban on Russian LNG imports starting 1 January 2027 will end long-term contracts linking Yamal LNG to Europe. Between January and October 2026, 81% of Yamal's deliveries went to Europe, and Moscow is expected to redirect volumes to Asia on longer, costlier voyages.

- Date: 2026-11-13 · published 2026-11-14T18:09:44.227Z
- Category: geopolitics · region Russia · magnitude medium
- Page: https://feedsoft.ai/events/99719-cut-off-from-europe-russia-will-rewire-its-arctic-gas-trade-and-prevail
- Commodities: [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

Losing Yamal's European outlet and rerouting to Asia adds shipping cost and tightens LNG balances, which Europe will likely pay for through higher gas prices. That supports energy input costs for European feed and fertilizer producers.

## Read by commodity

- NATGAS: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| NATGAS | 2022-07-10 | [Explainer: Why Russia drives European and British gas prices](https://feedsoft.ai/events/40669-explainer-why-russia-drives-european-and-british-gas-prices.md) | +9.5% | +31.7% |
| NATGAS | 2022-02-24 | [European gas prices soar and oil tops $105 after Russia attacks Ukraine](https://feedsoft.ai/events/42882-european-gas-prices-soar-and-oil-tops-105-after-russia-attacks-ukraine.md) | +2.2% | +13.9% |
| NATGAS | 2024-11-23 | [Europe energy crisis: natural gas prices jump as Russia cut looms \| Fortune](https://feedsoft.ai/events/27595-europe-energy-crisis-natural-gas-prices-jump-as-russia-cut-looms-fortune.md) | +14.0% | +18.4% |
| NATGAS | 2021-11-03 | [Explainer: Why Russian exports hold sway over European and British gas prices](https://feedsoft.ai/events/44229-explainer-why-russian-exports-hold-sway-over-european-and-british-gas-prices.md) | -7.5% | -21.2% |
| NATGAS | 2026-08-27 | [Europe’s gas stores are running low — and prices could top 100 euros](https://feedsoft.ai/events/18060-europe-s-gas-stores-are-running-low-and-prices-could-top-100-euros.md) | +3.2% | +11.3% |

## Sources

- unionmonitor.org: https://unionmonitor.org/posts/cut-off-from-europe-russia-will-rewire-its-arcti/

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