Tancrede Fulop

“We estimate Europe would need around 64 [billion cubic meters] of US LNG, equivalent to roughly 77% of total U.S. exports,”

Tancrede Fulop · said date not stated · reported 2026-08-27

Fulop estimated Europe would need around 64 billion cubic meters of US LNG, equivalent to roughly 77% of total U.S. exports, if other supplies remain constrained.

“Attracting such an unusually high share would require Europe to offer a materially higher netback than Asia. At the upper end of the range, high prices would also start to balance the market through industrial demand destruction and fuel switching,”

Tancrede Fulop · said date not stated · reported 2026-08-27

Fulop said attracting an unusually high share of US LNG would require Europe to offer a materially higher netback than Asia, and that high prices would balance the market through industrial demand destruction and fuel switching.