European natural gas information portal

Italy and Germany emerge as leaders in competition for LNG cargoes this winter

Editor
May 26, 2026

European gas storage faces difficult path to refill targets

Editor
May 26, 2026

TTF price volatility highlights market uncertainty over Hormuz LNG risks

Editor
May 26, 2026

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Chart showing EU net gas injections by month for 2021–25 average, 2025 and 2026.

Global LNG market disruption complicates European gas storage outlook

A new report on the global gas market warns that European gas storage refilling efforts could face growing pressure as LNG disruptions linked to the Strait of Hormuz tighten global balances, weaken arbitrage signals and raise fresh questions over how aggressively Europe may need to compete with Asia for non-Middle Eastern LNG supplies ahead of winter. European gas storage remains […]

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Diagram showing TTF, JKM and Henry Hub linked through LNG cargo pricing and cross-basin arbitrage

TTF pricing evolves into a near-continuous global LNG benchmark

Europe’s benchmark gas market is increasingly operating on a global clock rather than a purely European one, with extended TTF trading hours accelerating integration between TTF, JKM and Henry Hub and reshaping how LNG cargoes, cross-benchmark exposure and overnight risk are managed across international gas markets. TTF pricing is moving beyond its traditional European trading window and becoming a near-continuous […]

Chart showing Europe’s LNG capacity rising as LNG demand and gas consumption decline towards 2030.

European LNG imports deepen dependence on US supply

Europe sourced 63% of its LNG imports from the US in the first quarter of 2026 as the continent’s pivot away from Russian gas increasingly reshapes global LNG trade flows, raising fresh concerns over energy security, supplier concentration and long-term dependence on American LNG. European LNG imports are increasingly reliant on the US as Europe continues to move away from […]

Chart showing European battery cell manufacturing capacity by company, region of headquarters and operational status in Q1 2026.

European industrial competitiveness concerns reshape clean energy debate

Europe’s push to accelerate clean industrial manufacturing is increasingly colliding with concerns over energy costs, competitiveness and decarbonisation speed, with new analysis warning that protectionist clean-tech policies could slow electrification, raise industrial costs and prolong dependence on imported fossil fuels. European industrial competitiveness concerns are reshaping the EU’s clean energy debate as policymakers weigh industrial resilience against affordable decarbonisation. Bruegel’s […]