đȘđșđșđž Europe is now running on US LNG
In January, 60% of Europeâs #LNG imports came from the United States.
Thatâs not a marginal shift.
Itâs a structural one.
A few years ago, Europe depended on Russian pipelines.
Today, it depends on US LNG cargoes crossing the Atlantic.
This changes everything:
âą pricing power
âą winter risk
âą geopolitics
âą and how Europe thinks about energy security
The question isnât if this dependence matters.
Itâs when markets start pricing it properly.
What happens the next time the US has a cold winter? âïžđą
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