PREMIUM CONTENT
European energy competitiveness chart comparing TTF gas prices with US Henry Hub and US LNG short-run and long-run marginal costs.

Why European energy competitiveness needs more than cheaper gas

European energy competitiveness depends on decisions across gas, electricity, grids, nuclear energy and hydrogen. This report reassesses proposed reforms across those sectors, with important implications for gas procurement, LNG contracts and the cost pressures facing European industry. The analysis questions whether centralised gas purchasing and changes to contract pricing would deliver the expected savings. It also examines electricity market design, […]

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Line chart comparing European TTF, US Henry Hub and Asian JKM natural gas benchmark prices through 14 October 2026.

European gas price outlook points to limited relief before 2028

The European gas price outlook points to only modest relief in 2027, with a more substantial decline forecast for 2028 as supply conditions normalise. This wider commodities report examines that outlook alongside developments in oil, coal, metals and agricultural markets, placing gas prices within the broader global economic picture. Its baseline projects annual average European gas prices falling by approximately […]

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Map of the Polish gas market showing LNG terminals, cross-border gas connections and capacities, including planned Gdańsk FSRU terminals.

Polish gas market opens new routes through LNG expansion and market reform

The Polish gas market is preparing for expanded LNG import capacity and changes to transmission arrangements that could create new opportunities for domestic and cross-border trade. This presentation reviews infrastructure projects, the planned integrated entry–exit system and tariff changes for 2027. It also examines the growing role of gas-fired power generation and demand for transmission services through 2041. Updates on […]

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Gas-fired power generation faces battery competition as four-hour bids rise and accepted balancing capacity increases in Belgium, May 2022–May 2026.

Gas-fired power generation faces new demands from grid stability and batteries

Gas-fired power generation faces a changing role as Europe’s electricity system requires more flexibility and stronger grid support. This broader electricity-market integration report examines developments relevant to gas demand, including increased scheduling of gas plants for voltage control in Spain and growing competition from batteries in balancing markets. The review mainly assesses electricity-market developments in 2025, alongside selected developments in […]

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EUROPEAN GAS INSIGHTS
ICE Endex chart showing November 2026 Dutch TTF natural gas futures rising intraday, with a quoted price of €100.20/MWh on 28 October 2026.

TTF gas prices just hit €100/MWh

TTF gas prices just hit €100/MWh ($32.5/mmbtu) amid continued LNG supply disruption via Hormuz, colder temperatures and four unplanned outages

UPCOMING EVENTS