TTF prices surged in August as tighter global LNG supply, stronger European gas demand and Norwegian outages combined to put renewed upward pressure on the market. The increase came as gas prices across Europe and Asia climbed to their highest levels since the start of the Hormuz crisis. Asian and European gas prices in August […]
TTF gas prices surged by more than 60% since the start of July. The current upward trend seems to be more fundamentals driven than the panic price surge witnessed in March, reflecting a profound change in market sentiment ahead of the heating season. TTF prices closed yesterday at their highest level since January 2023, standing […]
EU gas storage is on track to reach its lowest end-of-injection-season fill level since 2013, as weak commercial incentives continue to constrain injections. Europe’s storage filling is on track to its lowest since 2013, with current injections trends sufficient to reach just 73% fill levels – well below the EU’s 80-90% target. The European gas […]
Italy LNG imports surged in July 2026, making the country the EU’s largest LNG importer as other major European buyers scaled back purchases amid sharply higher gas prices. Ship-tracking data cited by Fabian Vera showed Italy taking a markedly different approach from its European peers. European gas prices had almost doubled year-to-date and risen more […]
TTF gas prices surged by more than 10% on Monday as European markets reacted to mounting supply risks ahead of the winter heating season. Greg Molnár, gas analyst at the International Energy Agency (IEA), highlighted the extension of the Ormen Lange outage in Norway to February 2027, which could remove more than 1 Bcm of […]
European gas storage is facing a growing market paradox as weakening seasonal spreads reduce the commercial incentive to inject gas ahead of winter. In the following market commentary, Greg Molnár examines why deteriorating market economics could undermine Europe’s storage preparedness despite rising geopolitical risks. The European gas storage paradox: seasonal spreads on TTF collapsed to […]
TTF gas price has climbed back above €60/MWh as geopolitical tensions reshape the European gas market. In the following opinion piece, Francesco Sassi argues that European policymakers have underestimated the growing energy security risks and failed to adequately prepare for a more volatile geopolitical environment. The TTF front-month natural gas price—the primary benchmark for understanding […]
German energy policy decisions have repeatedly produced consequences extending far beyond the country’s borders, writes Geoffroy Hureau, Cedigaz The title may sound provocative. But the underlying question deserves to be asked. Over the past two decades, Germany has repeatedly made major national energy choices before putting in place the infrastructure and safeguards needed to absorb […]
Russian LNG imports reached a record high during the first half of 2026, underscoring the gap between Europe’s long-term policy objectives and the realities of today’s LNG market. Greg Molnár examines the key factors behind the surge and what they could mean for the second half of the year. While the Russian gas phase-out is gradually […]