LNG

Uniper’s chief commercial officer Carsten Poppinga has brushed off concerns about Germany’s overreliance on US LNG imports. “We are not dealing with an administration; we are dealing with companies operating in a certain system, and I have confidence in that system,” he told Reuters on the sidelines of the LNG2026 conference in Doha.

European countries’ reliance on US LNG imports comes with a risk, TotalEnergies’s CEO Patrick Pouyanne warns. Infrastructure constraints could limit how much LNG the US can actually deliver, while new US supply coming to market in late 2026 is largely uncontracted and could be shut-in if spot prices collapse.