Market Chatter: Japan LNG Importers Under Strain to Rethink Russia Sourcing

MT Newswires Live12-05

Japanese utilities importing LNG from Russia's Sakhalin‑2 oil and gas project face rising geopolitical headwinds after the European Union moved to halt Russian LNG by November 2027 and U.S. President Donald Trump urged an energy cutoff in Europe, Nikkei reported Friday.

The U.S. Department of the Treasury has extended a waiver for Sakhalin-2 imports through Dec. 19, according to the report.

JERA and Tokyo Gas (TYO:9531) are among eight Japanese buyers locked into long-term Sakhalin-2 contracts, which supplied 9% of Japan's LNG imports in fiscal 2024. Deliveries from Russia's Far East take 2-3 days versus 7 days from Australia and 40 days from the U.S. Gulf, the report said.

Procurement contracts, starting with JERA's 500,000-ton-a-year deal, begin expiring at end-2026, making its renewal decision pivotal. Kyushu Electric Power (TYO:9508) and Hiroshima Gas (TYO:9535) hold heavy Sakhalin-2 reliance, and fuel cost pass-through structures could lift regional power and gas bills if supplies shift. Japan Organization for Metals and Energy Security flags Russian LNG as cheaper than alternatives, according to the report.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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