# Germany's Natural Gas Security After Russia — Andreas Schroeder

An episode of [The IR thinker](https://invisiblenetwork.ai/podcast/1716817337), 29 Oct 2025, 45 min.

Audio: https://sphinx.acast.com/p/open/s/655776911a7d7e0012cbc914/e/6901dcbb83424f613b3bec83/media.mp3

This special 100th episode of IR thinker revisits Germany’s gas security with Andreas Schroeder, the very first expert to appear on the channel in January 2023. We trace how Germany has reshaped its gas architecture since the war in Ukraine, from the shift towards short-term pipeline contracts and the rapid expansion of LNG import capacity to changes in storage policy and declining domestic gas consumption. The discussion examines plans for new gas-fired power plants, the security implications of the nuclear phase-out, and Germany’s emerging role as a gas hub and exporter in competition with neighbours such as Poland. We also explore the country’s growing dependence on US and Norwegian supplies, the debate over Russian LNG, and the prospects of sourcing gas from Africa, Qatar and Canada, before assessing the key risks that will define Germany’s natural gas security in the years ahead. Andreas Schroeder is Head of Energy Analytics (Quantitative) at Independent Commodity Intelligence Services (ICIS), where he leads an international team analysing global energy market dynamics. His work combines quantitative modelling with market intelligence to assess gas flows, contract structures and price formation across Europe and beyond, and he regularly contributes to analytical reports and media commentary on European gas security and energy transition challenges. Chapters 00:00 Introduction 03:13 Current Natural Gas Flows to Germany and Contract Structures 05:08 The Logic Behind Short-Term Pipeline Contracts 07:27 LNG Imports and the Expansion of German Infrastructure 09:47 Gas Storage Developments Since the War in Ukraine 14:03 Declining Gas Consumption in Germany: Causes and Implications 16:58 New Gas-Fired Power Plants in Germany 19:32 The Impact of the Nuclear Phase-Out on Energy Security 22:20 Innovative Gas Procurement Strategies for the German Market 24:42 Germany’s Role as a Gas Exporter 26:43 Export Infrastructure and Capacity 28:23 Competition Between Germany and Poland in Gas Trade 30:43 Dependence on US and Norwegian Gas After the Russian Cut-Off 33:26 Can the EU Operate Without Russian LNG? 35:24 The Potential of African Gas for Germany 36:53 Qatar’s Role in Germany’s Gas Supply 39:53 Canada as an Emerging Gas Partner for Germany 41:52 Future Challenges for Germany’s Natural Gas Security Follow & Further Resources Substack: https://theirthinker.substack.com/ LinkedIn: https://www.linkedin.com/company/theirthinker/ X: https://x.com/theirthinker Instagram: https://www.instagram.com/theirthinker/ Bluesky: https://bsky.app/profile/theirthinker.bsky.social Facebook: https://www.facebook.com/theirthinker/ Hosted on Acast. See acast.com/privacy for more information.

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