# Natural Gas in Germany: Security, Supply, Transition - Andreas Schroeder | 2025 Episode 24

Page: https://stenobird.com/podcast/the-ir-thinker-6691770/natural-gas-in-germany-security-supply-transition-andreas-schroeder-2025-episode-24
Text version: https://stenobird.com/podcast/the-ir-thinker-6691770/natural-gas-in-germany-security-supply-transition-andreas-schroeder-2025-episode-24.md
Podcast: [The IR thinker](https://stenobird.com/podcast/the-ir-thinker-6691770)
Published: 2025-10-29T09:22:03+00:00
Episode link: https://www.irthinker.com/natural-gas-in-germany-security-supply-transition-andreas-schroeder
Audio file: https://sphinx.acast.com/p/open/s/655776911a7d7e0012cbc914/e/6901dcbb83424f613b3bec83/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-ir-thinker-6691770/episodes/natural-gas-in-germany-security-supply-transition-andreas-schroeder-2025-episode-24
Duration seconds: 2700

## Resource

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 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. Content 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-Fir…

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