EU and IMO emissions regulations will increase LNG bunkering costs; could impact flows

May 28, 2025

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.


EU and IMO emissions regulations will increase LNG bunkering costs; could impact flows

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