Herculis Gold Coin ($XAUH)
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Europe's LNG Shift: 63% from the United States

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In the first quarter of 2026, 63% of the natural gas consumed in Europe originated from the United States.

Europe is now largely powered by American gas. Back in 2017, U.S. LNG represented only a negligible share of Europe's gas imports. By 2025, however, 58.4% of all LNG imported into Europe came from the United States. This transformation did not happen by chance.

It unfolded in two major waves:

  • ✔️ First wave – 2022: Following the outbreak of the conflict in Ukraine, Europe sought alternatives to approximately 150 billion cubic meters of Russian pipeline gas. The solution was found in U.S. liquefied natural gas (LNG).
  • ✔️ Second wave – 2026: Iran closed the Strait of Hormuz, leading Qatar to halt exports. Gas supplies from the Middle East collapsed, prompting Europe to further increase its reliance on U.S. energy supplies.

Europe's growing dependence on U.S. LNG highlights a profound shift in global energy flows and reinforces the strategic importance of North American energy infrastructure.

Infographic: U.S. share of European LNG imports by country (2025) and trend to Q1 2026.
Infographic map and charts showing U.S. share of LNG imports in European countries (2025) and the trend of rising U.S. LNG volumes.
U.S. share of European LNG imports by country (2025) and trend to Q1 2026.

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