Russia's 2022 invasion of Ukraine shattered Europe's energy architecture overnight. Germany — the continent's largest economy and most Russia-dependent gas buyer — entered an emergency phase that compressed a decade of infrastructure planning into months. Four floating LNG terminals were permitted and made operational in under a year. Europe's largest energy utility was nationalized. And the scramble for long-term supply contracts drew in suppliers from Canada to Qatar, permanently reshaping global LNG trade flows.

The data above traces Germany's import source shares from 2018 through 2024, showing the structural break after Q1 2022: Russia's share collapsing from 55% toward single digits, LNG imports surging from under 5% to nearly 40%, and Norwegian pipeline gas filling much of the remainder. The Uniper-LNG Canada provisional agreement signed in 2025 represents the latest chapter — a geopolitically motivated diversification that could lock in Canadian supply for decades.