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Category: Supply and Demand

Line chart comparing TTF gas and Brent oil prices from October 2025 to September 2026, with TTF rising into the gas demand destruction zone.

Gas demand destruction emerges as European gas prices surge

Winter gas markets outlook showing supply, demand and European storage risks

Winter gas markets face unprecedented uncertainty as Hormuz closure tightens supply

EU gas storage filling on track for lowest level since 2013

EU gas storage on track for lowest fill level since 2013

Italy LNG imports surge as European gas storage levels diverge ahead of winter

Italy LNG imports surge as Europe’s gas storage paths diverge

Dutch TTF natural gas futures rise above €60/MWh in July 2026, highlighting renewed volatility in the European gas market.

TTF gas price back above €60/MWh as geopolitical risks mount

Germany's energy security decisions and their impact on European gas supply and storage resilience

Europe bears the consequences of German energy policy decisions

Year-on-year change in natural gas production across Eurasia, highlighting stronger Russian gas output in the first half of 2026.

Global gas market outlook identifies five trends to watch in H2 2026

Chart showing European daily LNG imports (30-day rolling average) compared with historical ranges from 2021 to 2026

European LNG imports fall sharply below recent seasonal levels

Destination of LNG cargoes transiting the Strait of Hormuz since April 2026, showing shipments to Pakistan, China, India and Japan.

LNG cargoes continue to transit the Strait of Hormuz as normalisation nears

Map showing Qatar's Ras Laffan LNG export complex, the North Dome/South Pars gas field shared with Iran, and the Strait of Hormuz.

Qatar LNG seeks to restore exports after Hormuz disruption

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