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Strait of Hormuz risk illustrated by Qatar and UAE LNG exports to Asia and Europe (2023–2025)

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 pipeline network map showing Fluxys backbone and import terminals

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 by market February to March 2026 chart

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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Gas consumption in the EU showing January 2026 demand surge compared with 2024 and 2025

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
UPCOMING EVENTS