Global gas market developments are examined in a new commentary highlighting five key takeaways from the latest quarterly gas outlook. The analysis looks at LNG supply resilience, Asian demand, coal-to-gas switching and the outlook for global gas markets during the second half of 2026. It is summer, it is hot, and the latest IEA Quarterly […]
European gas storage is coming under increasing pressure as weak market incentives discourage injections despite the region’s ambitious storage targets ahead of winter. According to analysis by Timera Energy, storage filling rates are lagging behind both last year’s pace and the five-year average, raising concerns that inventories could reach only 70–75% by the start of […]
European LNG imports have fallen well below the seasonal range seen in recent years, tightening the market as stronger gas demand for power generation coincides with lower storage levels and increased competition for LNG cargoes. Europe is still waiting for the rebound in LNG imports. And the market is starting to feel it. TTF July […]
Gas-fired generation has surged across Europe as soaring temperatures and weaker wind output increase electricity demand and place additional pressure on the power system. The latest market developments highlight the continuing importance of flexible gas-fired power during periods of renewable shortfall. Scorching temperatures of above 40°C are driving up cooling needs across all Europe, which […]
Despite the war and disruption, LNG cargoes have continued to move through Hormuz, Asian buyers have continued receiving cargoes, and the market is increasingly expecting a return to normal LNG production and export levels from Qatar. Since the start of the war, 16 laden LNG transits have been observed through the Strait of Hormuz (all […]
Gas-fired generation has moved back into the spotlight as soaring temperatures increase electricity demand across Europe. As nuclear and renewable output face weather-related constraints, gas-fired power plants are providing essential flexibility and helping maintain power system reliability during periods of peak demand. Germany’s intraday prices are surging to above €600/MWh as the historic heatwave is […]
Qatar LNG exports could begin recovering in the coming weeks as shipping activity through the Strait of Hormuz resumes. Writing on recent developments in the Gulf, Francesco Sassi notes that Qatar is seeking to restore production and exports at Ras Laffan, although significant uncertainties remain regarding the pace and extent of any recovery. During the […]
European gas prices have retreated sharply this week as markets reassess the likelihood of prolonged disruptions to LNG trade through the Strait of Hormuz. Dutch TTF futures have fallen nearly 10% from the highs reached during last week’s escalation in tensions involving Iran, suggesting that much of the geopolitical risk premium has begun to unwind. […]
The European gas market is facing growing uncertainty as disruption to LNG trade through the Strait of Hormuz shows little sign of ending. This market update argues that lower storage injections, continued geopolitical tensions and the prospect of a prolonged supply disruption are increasing the risk of higher price volatility and tighter market conditions ahead […]