Après la Russie, comment le piège du gaz naturel américain s’est refermé sur l’Europe
DÉCRYPTAGE - Les Vingt-Sept cherchent désormais des solutions pour sortir de cette nouvelle dépendance à l’égard d’un État qui ne leur veut pas toujours du bien.
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Trump's Tariffs Threaten Trade War with Mexico, but Natural Gas Remains Unaffected for Now By Christopher Lenton U.S. President-elect Trump’s social media announcement that he would impose a 25% tariff on all imports from Mexico set off a series of alarm bells in the energy sector across the integrated North American region. Mexican President Claudia
DÉCRYPTAGE - Les Vingt-Sept cherchent désormais des solutions pour sortir de cette nouvelle dépendance à l’égard d’un État qui ne leur veut pas toujours du bien.
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“Any additional volatility in pipeline flows from Iran to Turkey would deepen Turkey’s bid in the Atlantic basin LNG market, diverting incremental cargoes from northwest Europe,” said Benjamin Gage, founder of Balance Point Research. This would likely result in higher European benchmark TTF prices, with the market needing to “reprice higher to protect its share of flexible LNG supply”, he added. American and Iranian diplomats held a first round of negotiations in Oman on Friday, easing immediate fears of escalation, although there was no decisive breakthrough, including around Iran’s nuclear programme. Turkey imported around 22mcm/day of natural gas via pipeline from Iran in 2025, Gage said,
Iran has among the world's largest natural gas resource bases, but its ability to supply regional and global markets is constrained by sanctions, underinvestment, and limited export infrastructure.
Iran appears to be a natural gas giant, due to its large proved gas reserves and significant gas production and consumption.
Venezuela holds 70% of Latin America's natural gas reserves, which it could export to Colombia and Trinidad to increase revenues.