EU and IMO emissions regulations will increase LNG bunkering costs; could impact flows
Our latest analysis, first released for subscribers, reveals how EU and IMO emissions regulations will significantly impact LNG bunkering costs and potentially alter global LNG flows.
The IMO's surprisingly ambitious Global Fuel Standard could impose penalties of up to $10 million annually on LNG-powered vessels by 2030, whilst the EU's expanding Emissions Trading Scheme will add approximately $0.07/MMBtu to US-Europe shipping costs by 2026.
What you'll discover in this analysis:
- How emissions charges could increase US-Europe LNG shipping costs by $0.40/MMBtu by 2035.
- Why the EU Methane Regulation will complicate new deals between European importers and US exporters.
- The potential impact on vessel selection and route economics.
- How these regulations may influence the Trump administrations trade negotiations.
Download report
Please fill in your contact details to access the full insight.
Recent insights
Explore our Energy 360 Market Insight analysing the drivers of global energy market volatility, oil, gas, and refined products outlook into 2026.
What was covered in the webinar: An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights. An overview of LNG market developments , including the upcoming supply wave and the importance of tracking LNG trains individually for accurate market analysis. Explanation of proprietary construction monitor curves and their role in revising supply balances and identifying project delays, with examples of client demand for these as standalone products. Details on the construction monitor dataset , which tracks projects through to mechanical completion and provides both historical and under-construction asset data. Insights into the expansion of alternative data use cases, particularly for understanding gas demand and broader energy market trends. Webinar recorded on 18 November 2025.
This article explores how companies like EQT and Kinder Morgan are positioning themselves amid global demand growth, and examines the impact of new pipeline projects
