The #1 European need for Russian energy is natural gas rather than oil. The US was near record high NG production as recently as December. So, in essence, the US has been pumping NG as hard as ever. Check out the graph and table here showing this:
And then from here:
Following a precipitous drop in US natural gas production earlier this month, output has continued to stumble in late January, tightening the domestic market balance just as colder weather arrives. Wi
www.spglobal.com
“After approaching a prior record high at over 96.3 Bcf/d in late December, US gas production has tumbled since the start of the new year, falling by over 4 Bcf/d to average just 92.2 Bcf/d in January.”
The main reason it fell 4.1 bcf/day in January from December is because January was so much colder than Dec and it lead to “freeze-offs” largely in the Permian Basin:
Forecasts calling for warmer weather and weaker gas demand across Texas appear to be easing concern in the spot gas markets over a potential supply crunch resulting from a recent drop in Permian Basin
www.spglobal.com
That cold wx related drop in production is obviously temporary and production is expected to get back to near record levels. March production per day should be significantly higher than January based on much warmer weather, especially in the Permian Basin. I’m not sure where Feb will be because of the strong cold about to hit there.
There has been a dramatic increase in LNG exports to Europe from the US due to higher European needs:
Europe's call for U.S. liquefied natural gas continues to run hot in February and is poised to remain the top destination for U.S. shipments for the third month in a row, according to mid-month Refinitiv vessel tracking data on Tuesday.
www.reuters.com
US LNG exports are at record highs and these will continue rising. The US is in a position to help Europe more through further increases in LNG exports should Russia cut off what they supply Europe.