Germany's LNG Share Rises to 12 Percent as U.S. Supply Replaces Blocked Gulf Volumes

com reported. Bundesnetzagentur data showed higher volumes arriving through North Sea and Baltic Sea terminals as the country drew more supply from the United States during the Iran war. LNG deliveries from Qatar and the UAE were blocked by the closed Strait of Hormuz for most of the past four months.

Qatar also halted liquefaction after Iranian missile strikes hit its infrastructure. Gas from the Persian Gulf plays no significant role in Germany's supply, the regulator said, because most LNG now comes from the United States. Global liquefaction volumes reached 1.59 billion cubic meters per day in May 2026, up from 1.

Germany's gas supply remains stable and the regulator assesses the risk as low. Industrial gas demand has fallen since the conflict began because of volatile prices. Uniper said it was not concerned that Europe now receives more than half its LNG from the United States, describing the arrangement as the most economical solution while buyers continue to seek diversified sources.