Production and capacity issues in Algeria and Nigeria could impact future natural gas pipeline and LNG exports to Europe, complicating buyers’ hopes that contracted supplies can help bridge the gap caused by the shutdown on Nord Stream 1.

Liquefied natural gas is projected to meet about half of Europe’s gas demand through 2030, according to a recent Rystad Energy analysis. Europe has been scrambling to meet that demand by securing more spot cargoes from major exporting countries like the United States and Australia. However, competition with Asian buyers and a lack of major capacity additions within the next few years have forced European buyers to seek new and expanded partnerships with countries like Algeria and Nigeria to boost future supply resources.

Nigeria is...