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    A report suggests the EU might speed up the phase-out of Russian LNG imports because of Trump’s influence.

    by VT Markets
    /
    Sep 18, 2025
    The European Commission is considering a new sanctions package to speed up the plan to stop importing Russian LNG. This change is moving the deadline up from 2027. The goal is to hurt Russia’s economy more quickly through these actions. While oil prices are dropping because Europe is still buying Russian oil, the reduction in Russian LNG exports might raise prices. This could help global LNG suppliers, especially in the US.

    European Gas Futures Outlook

    We might see supply concerns similar to those from the early 2020s. The EU’s push to phase out Russian LNG sooner is leading us to favor bullish positions on European gas futures, especially the front-month TTF contracts. Recent data shows that in the second quarter of 2025, Russia made up about 14% of the EU’s total gas imports, so any disruption will have an immediate impact. This situation is good for US LNG exporters, who can step in to meet Europe’s needs. We should think about buying call options for major companies like Cheniere Energy and Tellurian in the coming quarter. Their stock prices are already rising in pre-market trading, and an official announcement from the EU could boost this trend even more. It’s important to differentiate between the gas and oil markets. The report states that Europe is not targeting Russian crude, meaning oil supplies will continue to flow. This is why Brent crude futures have been steady, hovering around $82 a barrel, despite tensions in the Middle East. Therefore, we should be careful with any bullish oil trades based on this geopolitical issue.

    Volatility in Energy Options

    The uncertainty surrounding the EU’s plan will increase implied volatility in energy options. History shows that sentiment can change quickly based on news of sanctions, especially when we look back at the price swings of 2022. To prepare for this, we should consider buying straddles on gas contracts, anticipating a significant price movement once the EU makes its final decision. Create your live VT Markets account and start trading now.

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