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Archives: Reports & Presentations

EUA prices versus hard coal to gas substitution price showing decoupling of carbon and fuel switching economics

Coal-to-gas switching in Europe slows as fuel economics and ETS dynamics shift

  • January 20, 2026
TTF gas prices and CO₂ prices rising alongside European power market cost pressures

Rising TTF gas prices push European power prices higher

  • January 20, 2026
Global gas demand linked to rising data center energy demand from AI-driven electricity growth

The impact of AI-driven data centers on global gas demand

  • January 20, 2026
EU emissions trading system timeline showing ETS1 reporting and implementation deadlines

Revision of the EU emissions trading system and implications for gas and power markets

  • January 20, 2026
Chart showing forecast UK Continental Shelf oil and gas production declining sharply to 2050 under successive regulatory and policy scenarios.

Britain’s electrification plans are outpacing power grid capacity

  • January 13, 2026
Chart showing TTF gas, CO₂ emission allowances, coal and Brent oil prices in Europe, highlighting rising CO₂ prices alongside stable gas prices.

European power prices rise in early 2026 as demand and CO₂ offset record renewables

  • January 13, 2026
EU ETS emissions from combustion installations by fuel type, showing declining coal use and the role of natural gas in European power generation (2005–2024)

The EU ETS, natural gas and Europe’s power market

  • January 13, 2026
Chart comparing European gas TSOs’ transported emissions with their reported Scope 1, 2 and 3 emissions, showing transported emissions are significantly higher than disclosed totals.

The emissions risk in the European midstream gas sector

  • January 13, 2026
Chart showing Russian gas imports into the EU by pipeline and LNG from 2021 to 2025, illustrating the declining share of Russian gas in total EU gas imports.

RePowerEU: what phasing out Russian gas means for Europe’s gas prices

  • January 13, 2026
European power prices fall as lower TTF gas prices offset high CO2 costs

European power prices ease as gas markets weaken

  • December 16, 2025
Previous Page1 Page2 Page3 Page4 Page5 … Page262 Next
Recent Post
Chart showing European carbon prices falling by 25% to below €70 per tonne of CO2

European carbon prices fall amid competitiveness concerns

February 17, 2026
Chart showing Ukraine gas imports over the last 90 days by country including Hungary, Poland, Slovakia and Romania

European gas exports to Ukraine surge and reshape winter gas flows

February 17, 2026

The need for greater European gas market integration

February 12, 2026
Chart showing estimated daily European gas demand over the last 90 days compared with the 2020–2024 range

European gas demand rebounds above seasonal norms as Ukraine exports recover

February 10, 2026
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Recent Analysis

European carbon prices fall amid competitiveness concerns

European gas exports to Ukraine surge and reshape winter gas flows

The need for greater European gas market integration

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