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Chart showing European underground gas inventory over Oct–Sep. Shaded gray area = 8-year min–max range; blue solid line = GY-25; blue dotted line = GY-24; green dotted line = 8-year average. Y-axis shows trailing 14-day net storage change (bcm) from -12 to +8; X-axis months Oct–Sep. The graph depicts seasonal fluctuations with deepest negative change around January and recovery to positive changes by mid-year, peaking around Jun–Jul.

European gas market faces asymmetric winter price risk

The European gas market is heading towards winter with unusually low storage inventories and limited capacity to absorb further supply disruptions. This five-chart briefing examines how the prolonged loss of LNG supply through the Strait of Hormuz is reshaping global flows, demand and prices. European and Asian gas prices have climbed sharply as the market adjusts to a longer-lasting disruption […]

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European gas pipeline infrastructure supporting gas storage and energy security

European gas storage faces a growing security paradox

European gas storage is entering a critical period as low inventory levels collide with weak commercial incentives to inject more gas. Storage facilities provide essential protection against cold weather, disrupted imports and delayed LNG cargoes, yet current market prices offer traders little reason to bear the cost of providing that collective security. Why we chose this report:  This short analysis […]

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EU Methane Regulation compliance framework for US LNG exports using traceability and certification

EU Methane Regulation compliance framework for gas and LNG imports

The EU Methane Regulation requires importers of gas and LNG to demonstrate that producer-level methane emissions are monitored, reported and independently verified. This paper presents a framework for developing certification and trace-and-claim systems that could help companies meet these requirements across complex international supply chains. It also examines the potential role of the Oil and Gas Methane Partnership in supporting […]

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TTF gas, EU carbon, coal and Brent oil prices from January 2025 to August 2026

Rising TTF gas prices push European power markets higher

TTF gas prices rose sharply in August 2026 as low European storage levels, disruption risks surrounding the Strait of Hormuz and stronger demand from gas-fired power generation increased pressure on the market. Why we chose this report:  The report provides a timely overview of the close relationship between European gas and electricity markets. Front-month TTF gas prices averaged €62.14/MWh in […]

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EUROPEAN GAS INSIGHTS
UPCOMING EVENTS