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                    "European Union spending on Russian Arctic LNG has already surpassed last year\u2019s total, even as the bloc prepares for a broader phaseout of Russian energy imports.\n\n\n\nEU countries paid an estimated \u20ac7.28 billion for LNG from Russia\u2019s Yamal project between January 1 and September 5, slightly more than the \u20ac7.2 billion estimated for all of 2025, according to an analysis by German environmental group Urgewald using Kpler shipping data.\n\n\n\nThe increase reflects both higher European gas prices and a rise in shipments to EU ports.\n\n\n\nDuring the first eight months of 2026, EU ports received 156 Yamal LNG cargoes carrying about 11.39 million tonnes, up 10.1% from the same period last year. At the same time, Yamal\u2019s worldwide exports fell 3.1% to 12.82 million tonnes.\n\n\n\nThat pushed the EU\u2019s share of Yamal LNG exports to nearly 89%, up from 78.2% during the first eight months of 2025.\n\n\n\nThe numbers underscore the continued importance of Europe to Russia\u2019s Arctic LNG trade despite the EU\u2019s broader push to move away from Russian energy.\n\n\n\nThe trend briefly shifted in August as the seasonal opening of Russia\u2019s Northern Sea Route allowed more LNG cargoes to move east toward Asia.\n\n\n\nSeven Yamal cargoes totaling about 498,000 tonnes were delivered to EU ports during the month, while seven cargoes carrying about 494,000 tonnes went to Asia. EU-bound volumes were down 36% compared with August 2025.\n\n\n\nBut the seasonal increase in Asian shipments has done little to change Yamal\u2019s broader dependence on Europe.\n\n\n\nThe project relies on a relatively small fleet of specialized Arc7 ice-class LNG carriers capable of operating through Arctic ice. Shorter voyages to European terminals allow those ships to discharge their cargoes and return to Yamal relatively quickly.\n\n\n\nThat advantage becomes particularly important during winter, when direct LNG shipments east along the Northern Sea Route become much more difficult.\n\n\n\nBetween January and August, Arc7 vessels linked to Glasgow-based Seapeak carried 65 Yamal cargoes totaling 4.73 million tonnes, while ships linked to Greece\u2019s Dynagas handled another 62 cargoes totaling roughly 4.5 million tonnes. Together, the two groups accounted for about 72% of Yamal exports during the period.\n\n\n\nThe Arctic LNG fleet also continues to rely on European maritime services. Urgewald said Denmark\u2019s Fayard remains the last EU shipyard it has identified as servicing the Arc7 fleet. The Dynagas-operated\u00a0Boris Davydov\u00a0has been undergoing maintenance there since August 29.\n\n\n\nUrgewald published the figures ahead of the European Arctic Summit in Rovaniemi, Finland, on September 13 and 14, where European leaders are expected to discuss security and the region\u2019s growing geopolitical importance.\n\n\n\nThe group is urging EU governments to target the Arctic LNG trade in the bloc\u2019s upcoming 22nd sanctions package, including restrictions on LNG tanker sales and services supporting Russia\u2019s ice-class fleet.\n\n\n\nThe bigger test will come in 2027.\n\n\n\nAn EU ban on Russian LNG imports is due to take effect January 1, potentially forcing Yamal LNG to find alternative markets just as winter conditions restrict direct Arctic access to Asia.\n\n\n\nUrgewald\u2019s payment figures are estimates rather than reported sales revenue. The group calculated the totals using EU-delivered volumes, an energy conversion factor and monthly Dutch TTF benchmark gas prices. Contract-level prices are not publicly available, meaning the figures do not account for discounts, transport costs, taxes, freight income or other commercial factors.\n\t\t\t\t\t\n\t\t\t\t\t\t                \n\n\n\t\tSubscribe for Daily Maritime Insights\n\t\tSign up for gCaptain\u2019s newsletter and never miss an update\n        \u2014 trusted by our 107,259 members"
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