“Everything up in the air”: LNG, the Strait of Hormuz, and Central & Eastern Europe’s energy future
"LNG shipments to Central & Eastern Europe are reliable as long as those gas markets are not overly dependent upon one supplier."
Le blocage du détroit d'Ormuz pourrait mettre en concurrence l'Europe et l'Asie pour leur approvisionnement en gaz, souligne mardi dans La Matinale la chercheuse Anne-Sophie Corbeau. La situation est différente de l'invasion de l'Ukraine en 2022, où l'arrêt du flux du gaz russe ne concernait que l'Europe et avait été progressif.
"LNG shipments to Central & Eastern Europe are reliable as long as those gas markets are not overly dependent upon one supplier."
La Unión Europea se comprometió a comprar u$s 250.000 millones anuales en energía estadounidense. En 2024 compró u$s80.000 millones y fue menor en 2025. Analistas de Kpler, Argus y Columbia University coinciden en que la meta es físicamente irrealizable
Almost 90 percent of the LNG that transited the Strait of Hormuz in 2025 was destined for Asian countries.
When the Iran War disrupted shipping through the Strait of Hormuz and tightened global gas balances, a familiar assumption quickly resurfaced: Russia, possessing the largest proven natural gas reserves in the world, would inevitably emerge as one of the principal beneficiaries.
Amid global oil and gas disruptions, China stands prepared for the electrostate era.