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A drone view shows tugboats assisting a liquified natural gas (LNG) tanker to dock at a port in Yantai, Shandong province, China February 14, 2025. cnsphoto via REUTERS
Russia’s Gazprom Ships Sanctioned LNG to China Signaling Deepening Energy Ties
LNG carrier Valera has arrived at PipeChina’s Beihai Terminal carrying a load of sanctioned liquefied natural gas (LNG) from Gazprom’s Portovaya LNG plant. This marks the first delivery to China from the blacklisted plant since U.S. sanctions targeted the facility in January 2025. This latest shipment underscores the further expansion of Sino-Russian energy cooperation.
Valera’s arrival at Beihai cements the terminal’s growing role as a preferred destination for sanctioned Russian LNG. Since August, the facility has been receiving cargoes from the blacklisted Arctic LNG 2 project, and nearly 20 such shipments of Russian origin have been offloaded there since. Several additional cargoes are currently en route.
The latest shipment began on October 25 when Valera departed the Baltic Sea terminal. The vessel itself is also under sanctions by the U.S. and UK for its involvement in Russia’s “shadow fleet” transporting Russian energy.
LNG carrier Valera approaching the Beihai terminal on December 8. (Source: Sentinel 2)
Valera remained docked at the Beihai terminal on December 8. Unlike several other Russian-controlled carriers that recently returned to transiting the Suez Canal, Valera opted for the longer route around the Cape of Good Hope.
Valera broadcast continuous AIS signals throughout its journey and during its approach to Beihai, a departure from the increasingly common practice of AIS spoofing designed to mask the origin of sanctioned oil or gas.
The transparency of the Valera delivery is a sign of further reduction in Chinese reservations to receive sanctioned Russian products. For Moscow, it demonstrates a viable export outlet despite tightening Western sanctions. For Beijing, it signals a willingness to continue its energy engagement with Russia, reinforcing a strategic energy partnership that shows no signs of cooling.
Just nine months before a full European Union ban on Russian liquefied natural gas (LNG) is scheduled to take effect, EU buyers purchased every cargo from Russia’s Yamal LNG project in February, highlighting a stark disconnect between policy intentions and market realities.
Russia’s Arctic LNG shadow fleet appears to be operating largely undeterred by escalating conflict in the Middle East, with at least seven tankers recently transiting or currently en route through the Red Sea and Bab el-Mandeb strait en route to and from Asia, even as many global shipping operators reroute to avoid the region.
Trump's strikes on Iran threaten the Strait of Hormuz, a critical chokepoint for 20% of global oil supply. Traffic has dropped sharply as Iran's 3.3M barrel daily production and regional exports face disruption.
March 1, 2026
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