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Ukraine gas supply resilience could increasingly rely on small-scale LNG solutions
Ukraine gas supply resilience could increasingly rely on small-scale LNG solutions to decentralise energy infrastructure, strengthen wartime resilience and reduce dependence on vulnerable pipeline networks, according to new analysis from the Razumkov Centre. The report argues that Ukraine should prioritise flexible “virtual gas pipeline” systems using LNG tanker trucks, local storage and regasification rather than focusing initially on large-scale LNG […]
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Europe’s shift away from Russian gas creates new LNG trade-offs
The European Union’s push to phase out Russian gas is reshaping its LNG supply portfolio — but replacing Russian volumes with growing dependence on US and Qatari LNG could introduce fresh geopolitical, pricing and supplier concentration risks for European energy markets. Europe’s move away from Russian gas is changing the structure of its LNG portfolio. The report finds that replacing […]
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European LNG market faces rising supply concentration and volatility risks
European LNG dependence is continuing to deepen as the European Union restructures its gas supply portfolio following the collapse in Russian pipeline imports, increasing the region’s exposure to global LNG market volatility, supplier concentration risks and competition for flexible cargoes. ACER’s 2026 monitoring report shows that EU LNG imports reached a record 146 bcm in 2025, while the US supplied […]
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Weak German hydrogen demand raises infrastructure and cost concerns
German hydrogen demand uncertainty is raising growing questions over the scale and cost of the country’s planned hydrogen infrastructure expansion, as concerns mount that industrial uptake may fall short of projections used to justify major network investment. German hydrogen demand may fall at or below the lower end of official forecasts, according to IEEFA, as electrification and imported hydrogen derivatives […]
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EUROPEAN GAS INSIGHTS

A new perfect storm for European gas prices in the making
European gas prices are facing renewed upside pressure as low EU storage levels, tighter LNG availability, rising Asian demand and

European gas security complacency is being tested again
European gas security concerns are returning to the forefront as TTF prices climb back above €50/MWh, exposing growing unease over

TTF prices breach €50/MWh as LNG supply concerns return to European gas market
TTF prices have climbed back above the €50/MWh mark as tightening LNG supply fundamentals, lower renewable output in Europe and
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Gas Prices
Supply and Demand
Russia

Trump threatens US LNG supplies to Europe

European gas exports to Ukraine surge and reshape winter gas flows











