TotalEnergies may have to stop exporting LNG from Russia

European regulations could force TotalEnergies to cease all LNG exports from Russia, where the group has a 20% stake in the Yamal LNG terminal. While it thought it could continue to sell Russian LNG outside Europe, the European Union's ban on Russian gas sales could affect not only exports to Europe but also exports to third countries. The Yamal terminal produced 20 billion cubic metres of LNG in 2025, contributing 14% of the European Union's LNG needs. TotalEnergies has the right to export 5.6 billion cubic metres of gas produced by the terminal until 2032, representing 10% of the group's LNG portfolio.