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EU Bought €7.2 Billion of Yamal LNG in 2025 Despite 2027 Ban Pledge

Fresh trade analysis shows Russia’s Arctic project sent 76% of its output to EU ports, underscoring the distance from the bloc’s planned cutoff.

Overview

  • Urgewald, using Kpler data, found Yamal LNG exported 19.7 million tonnes in 2025, with about 15 million tonnes (76.1%) delivered to the EU worth roughly €7.2 billion to Russia.
  • France was the top EU destination, receiving 6.3 million tonnes on 87 shipments to Dunkirk and Montoir, while 4.2 million tonnes went to Belgium’s Zeebrugge terminal.
  • The EU share of Yamal shipments edged up from 75.4% in 2024 to 76.1% in 2025, and researchers say there is no sign of a slowdown entering 2026.
  • EU leaders have set a prohibition on Russian LNG starting in 2027 and broader gas imports in 2028, as campaigners warn EU terminals and Arc7 ice-class routes are still sustaining flows but also provide leverage.
  • Despite the UK’s ban on direct Russian LNG since January 2023, UK-based Seapeak transported 37.3% of Yamal cargoes into European ports in 2025.