PREMIUM CONTENT

Slower energy transition lifts gas demand in European power markets
A slower energy transition could lift gas demand in European power markets, as delayed electrification and slower renewable deployment increase reliance on fossil fuels. The analysis shows higher gas demand and prices under this scenario, alongside a tighter power system with structurally higher emissions and reduced renewable capacity growth. European power markets face a structural shift under a delayed energy […]
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Pricing natural gas emissions under EU ETS and CBAM
Natural gas emissions are increasingly central to EU climate policy, as supply chain CO₂ and methane can raise total emissions by up to 35%. This report examines how natural gas emissions could be regulated and priced under the EU ETS and CBAM, highlighting gaps in current frameworks and challenges around monitoring and international coverage. Natural gas emissions across the full […]
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European gas market faces rising LNG dependence in global gas outlook
European gas market dependence on LNG is set to deepen as domestic production declines and import needs stay structurally high, even with weaker long-term gas demand. The global gas outlook says LNG will bring Europe more flexibility and supply diversification, but it will also tie the region more closely to global trade disruptions, shipping constraints and competition for cargoes. The […]
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European electricity market prices fall across most markets as solar rises and TTF gas eases
European electricity market prices fell across most major markets in the second week of April, with weekly averages staying below €75/MWh in most cases. Higher solar output, weaker demand and softer TTF gas prices helped push prices lower, although Spain and Portugal moved sharply higher. European electricity market prices declined in most major markets during the second week of April […]
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EUROPEAN GAS INSIGHTS

European gas demand and Europe’s LNG vulnerability after winter 2025–26
European gas demand during the 2025-26 winter was less than 3 bcm higher than the previous year. European apparent gas

TTF trading hours extended from 10 to 21 hours
TTF trading hours have been extended from 10 to 21 hours, marking a major shift for European gas markets with

European gas storage under pressure as injection season begins
European gas storage is entering the summer injection season under pressure, with weak seasonal spreads and below-average inventory levels complicating
UPCOMING EVENTS
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Gas Prices

European gas storage injections delayed as demand rises

How much LNG needed to refill European gas storage

Supply and Demand
Russia

European gas exports to Ukraine surge and reshape winter gas flows










