Exarchou to FT: Europe Enters a “War for LNG Cargoes” With Asia — Methane Rules Face Pressure as Winter Race Intensifies
Alexandros Exarchou put his finger on the critical dilemma facing Europe ahead of winter 2026–27: when Europe and Asia are competing for the same LNG cargoes, energy security, affordability and regulatory requirements begin to collide. The Financial Times describes a global bidding race that could push Asian LNG prices as high as $35/MMBtu, while Brussels’ debate over delaying parts of the EU methane framework shows how quickly market realities are reshaping energy policy.
