Dániel Stemler
@StemDan
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LNG Reporter @energyintel based in Madrid covering the Atlantic Basin | LNG, gas, commodities, Africa | Hungarian journalist | @APIE_es member | @LFC fan | 🇪🇺
Madrid, Spain
Joined July 2012
EXCLUSIVE INTERVIEW: Gunvor Co-Founder and Chairman Torbjorn Tornqvist sees the US' pause on LNG export approvals having a limited impact on the overall growth of its LNG exports, amid a gradual Russian LNG retreat. https://t.co/6G8uRBuKH8
@energyintel #LNG #ONGT #commodities
energyintel.com
The Gunvor head told Energy Intelligence that he expects the US' LNG project approval freeze to have a limited impact on the country's future export growth.
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Hay que ser muy mala persona para glorificar este episodio de la historia y como consecuencia los siguientes 45 años que trajeron miseria y sufrimiento a millones y millones de personas al otro lado del Telón de Acero. Que suerte has tenido que no naciste a ese lado, Irene.
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🇪🇸The direct supply impact on Spain is negligible given that the country only received 390,000 tons (roughly 6 cargoes) of LNG from Qatar in 2025. The last Qatari LNG cargo was delivered to Barcelona on Dec. 11, according to @Kpler data. #LNG #ONGT #natgas #Qatar #IranWar
📊In terms of supply impact, Qatar exported around 9 million tons of #LNG to Europe last yr vs. almost 72 Mt to Asia. Within Europe, Italy's supply would be most affected by the temporary loss of Qatari cargoes, as it imported about 5 Mt of Qatari LNG in 2025, followed by 🇵🇱 & 🇧🇪
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📊In terms of supply impact, Qatar exported around 9 million tons of #LNG to Europe last yr vs. almost 72 Mt to Asia. Within Europe, Italy's supply would be most affected by the temporary loss of Qatari cargoes, as it imported about 5 Mt of Qatari LNG in 2025, followed by 🇵🇱 & 🇧🇪
🚨🚨🚨QatarEnergy halts LNG production at Ras Laffan. Three LNG vessels are currently appeared to be berthed at the facility, according to ship-tracking data from @Kpler. #LNG #Qatar #shipping #IranWar
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QatarEnergy to stop production of LNG Due to military attacks on QatarEnergy’s operating facilities in Ras Laffan Industrial City and Mesaieed Industrial City in the State of Qatar, QatarEnergy has ceased production of liquefied natural gas (LNG) and associated products.
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@TotalEnergies @Naturgy However, currently not all of them believe that it will be possible, based on the EU regulation, with the three companies essentially having three different interpretations of the bloc's Russian import ban and 19th sanction package.
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@TotalEnergies @Naturgy The European firms had expected to be able to divert their contracted Yamal LNG volumes from the EU to other markets, particularly in Asia, once the ban started. #LNG #ONGT
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French major @TotalEnergies, German importer SEFE Securing Energy for Europe and Spanish utility @Naturgy hold a combined contracted supply of over 10 million tons per year from Yamal LNG. #ONGT
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🇪🇺🇷🇺Europe’s 3 top term buyers of Russia’s Yamal LNG are seeking clarity from the EU over the exact terms of the bloc’s ban on Russian #LNG imports following different interpretations over whether they will be able to divert the supplies to other markets https://t.co/Qk2C33LSZx
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🇪🇸Spain’s Naturgy is gearing up to initiate negotiations with Russia’s Yamal LNG later this year over the potential diversion of its contracted #LNG volumes from Europe to other markets due to the looming EU ban on Russian LNG imports https://t.co/HrNI6WHXqM
@energyintel #ONGT
energyintel.com
Naturgy is preparing for talks with Novatek’s Yamal LNG about diverting contracted volumes from Spain as the EU ban on Russian LNG approaches.
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energyintel.com
The latest ruling means US LNG heavyweight Venture Global has now prevailed in two cases over its offtake customers and lost one, with three more to go.
🚨🇪🇸 Spain's Repsol loses arbitration case against US LNG exporter Venture Global, which concerned #LNG sales under a long-term supply contract from the US firm's Calcasieu Pass liquefaction plant. Venture Global has now prevailed in two cases over its customers and lost one.
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🚨🇪🇸 Spain's Repsol loses arbitration case against US LNG exporter Venture Global, which concerned #LNG sales under a long-term supply contract from the US firm's Calcasieu Pass liquefaction plant. Venture Global has now prevailed in two cases over its customers and lost one.
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@energyintel Spanish industrial gas association @GasINDUSTRIALes urged the Spanish government in a statement in December to follow the footsteps of other European countries in recognizing the importance of industrial competitiveness and to translate this into concrete actions.
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@energyintel Meanwhile, sources were particularly pessimistic about the outlook on industrial gas demand in Spain. Conventional gas demand — households, commerce and industries — fell by 2% on the year to 20.8 Bcm, driven by a 5% drop in industrial gas demand, according to Enagas.
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@energyintel However, any possible growth in LNG imports is expected to be capped by the lack of incremental demand from the Spanish power generation sector, which drove gas demand in 2025.
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@energyintel Spanish gas demand rose 6.3% year on year to 29.8 billion cubic meters in 2025 following a 33.3% on-year growth in power sector consumption to about 9 Bcm, Spanish grid operator Enagas said.
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🇪🇸SPAIN GAS & LNG: Spain, the EU’s third-largest #LNG importer, is expected to see limited upside to gas demand this year, despite lower global LNG prices, as market participants expect industrial sector gas consumption to weaken.🏭 https://t.co/uaADtAloNL
@energyintel #ONGT
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