PREMIUM CONTENT

Strait of Hormuz closure impact on the global gas market
A Strait of Hormuz closure could remove 15% of global LNG supply and trigger a 2022-style gas price shock. The Strait remains unlikely to close, but modelling suggests the consequences for the global gas market would be severe if it did. Around 20% of global LNG supply — primarily from Qatar and the UAE — passes through the Strait. A […]
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Belgium hydrogen terminal regulation framework for import infrastructure
Belgium hydrogen terminal regulation is entering a critical phase as the federal regulator outlines how import infrastructure for hydrogen and ammonia should operate under the EU Hydrogen and Decarbonised Gas Package. The study clarifies the definition of hydrogen terminals, confirms a negotiated third-party access (nTPA) regime, and details how capacity allocation, transparency, and tariff principles should function in practice. The […]
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European power prices fall as solar output rises and Iran conflict shapes March outlook
European power prices fell across most major markets in the final week of February, with weekly averages remaining largely below €75/MWh. The decline was driven by a sharp increase in solar photovoltaic generation, including record February output in Germany, France and Italy, combined with lower electricity demand amid milder temperatures. However, wind energy production dropped significantly in several markets, particularly […]
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European gas market tightens as demand surges and LNG imports hit record levels
The European gas market tightened sharply in January as colder weather lifted demand, accelerated storage drawdowns and pushed LNG imports to new highs. Rising gas-fired power generation and lower domestic output further increased Europe’s reliance on external supply, reinforcing the region’s exposure to global LNG competition and price volatility. The European gas market strengthened markedly in January, driven by a […]
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EUROPEAN GAS INSIGHTS

European gas storage drops below 30% as injection challenge builds
European gas storage levels dropped below 30% of their working capacity, standing 35% below their 5y average and at their

Gas and power correlation weakens as carbon prices reshape winter dynamics
Gas and power correlation weakened significantly during the 2025/26 heating season, raising questions about whether the shift is structural or

EU Arctic policy rethink could unlock Barents Sea gas for Europe
Barents Sea gas could play a larger role in Europe’s supply mix in the 2030s if the European Union adjusts
UPCOMING EVENTS
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Gas Prices

TTF gas prices rise as premium boosts European regas margins

European carbon prices fall amid competitiveness concerns

European gas exports to Ukraine surge and reshape winter gas flows
Supply and Demand

The need for greater European gas market integration


European gas storage deficit deepens as winter withdrawals accelerate
Russia

EU agrees historic phase-out of Russian gas by 2027

US LNG exports to Eastern Europe strengthen regional gas security






