Скачать или смотреть Russia's LNG Exports: October Surge Amidst Sanctions - What's Happening?

Russia's LNG exports experienced a mixed performance between January and October. Overall exports decreased by 3.4% compared to last year, totaling 25.2 million metric tons.
However, October saw a significant jump of 21%, reaching record levels, potentially driven by the initial supplies from Arctic LNG 2.
This surge occurs despite U.S. sanctions impacting the project and limiting tanker availability.
China received its first Arctic LNG 2 cargo in August, with 13 tankers delivering to the Beihai LNG terminal.
Meanwhile, LNG exports to Europe declined by 17.9% in the first ten months of the year.
We break down the key factors influencing these trends, including the impact of sanctions, shifts in export destinations, and the performance of major players like Novatek's Yamal LNG and Gazprom's Sakhalin-2.