Overview

• The trade agreement obliges the EU to purchase $250 billion of U.S. oil, LNG and nuclear fuels each year for three years.
• Meeting the annual target would require the EU to triple its $76 billion in U.S. energy imports recorded in 2024.
• U.S. LNG export capacity is forecast to rise by nearly 50% by 2028, leaving immediate supply unable to cover Europe’s envisaged demand.
• Strong competition from Japan, South Korea and India for U.S. LNG and oil threatens to divert cargoes away from European buyers.
• The pact includes no binding purchase commitments, meaning private European companies ultimately decide if and when to buy U.S. energy.