OilPrice reporter Irina Slav explains how geopolitics is beginning to upend global LNG markets, as trade tensions between the U.S. and Europe spill directly into energy flows.
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Europe remains the largest buyer of U.S. LNG, but weak industrial demand and a frozen trade deal tied to the Greenland dispute could limit future growth just as new global supply comes online.
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Any LNG Europe doesn’t take is likely to head to Asia, where lower prices could revive demand, especially in China, even as producers brace for a more volatile and uncertain market in 2026.
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