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Archives: Reports & Presentations

Chart showing Europe’s natural gas demand and net imports by flow type from 2024 to 2055, highlighting continued LNG dependence as domestic supply declines

European gas market faces rising LNG dependence in global gas outlook

  • April 14, 2026
European electricity market prices across major markets in early April 2026

European electricity market prices fall across most markets as solar rises and TTF gas eases

  • April 14, 2026
Forward curve chart for TTF gas prices comparing January 2026 and April 2026, showing higher price levels and a tighter market outlook ahead of storage injections.

European gas storage outlook tightens as TTF prices rise in April 2026

  • April 14, 2026
Line chart showing EU gas storage levels rising from 28% in April 2026 to only 76% by end-September under the LNG Tight supply scenario.

European gas storage under pressure as LNG supply tightens

  • April 14, 2026
Chart showing Spain’s wholesale electricity price gap versus the European median alongside rising wind and solar share, highlighting Spain energy shift and renewable resilience.

Spain energy shift boosts renewable resilience in Europe

  • April 14, 2026
Stacked area chart showing EU-27 gas imports by country of origin from 2020 to 2025, with Russia’s share falling and Norway and the United States increasing.

European gas imports remain a key energy security challenge for the EU

  • April 14, 2026
Bar chart comparing European gas supply by source in summer 2024 and 2025, including LNG, Norway, national production, Russia, Algeria, Caspian Sea, Turkey and Libya.

European gas supply review shows LNG growth and lower storage in summer 2025

  • April 14, 2026
Industrial gas processing facility at sunset illustrating the Gulf gas supply disruption and risks to global LNG markets.

Europe will struggle to replace Gulf gas amid global supply shortfall

  • April 7, 2026
Bar chart showing Germany’s LNG imports from 2023 to 2025, highlighting rising import volumes and growing dependence on US LNG.

Germany gas dependence raises energy security risks

  • April 7, 2026
Illustration of Europe’s gas market during the Iran gas shock, showing LNG shipping, gas infrastructure, storage tanks, a Europe map and supply pressure near the Strait of Hormuz.

How Europe should respond to the Iran gas shock

  • April 7, 2026
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Recent Post
European gas storage injections chart showing 20% year-on-year decline since April 2026 compared to five-year average levels

European gas storage injections lag as negative seasonal spreads slow filling

May 5, 2026
European gas infrastructure in winter at sunrise

European energy policy shifts towards homegrown supply as crisis exposes limits of coordination

April 28, 2026
Yamal LNG export routes to Europe and Asia via Northern Sea Route and Suez Canal

European energy policy paradox: Russian LNG exports hit record highs amid Hormuz supply shock

April 28, 2026
Line chart showing weekly changes in European gas storage levels (bcm/week) for 2025 and 2026, with a 5-year average; vertical markers indicate Start of Q3 and Start of Q4.

European gas storage injections off to a slow start

April 27, 2026
Trending Posts
Gas and power correlation between TTF and German power prices 2024/25 vs 2025/26

Gas and power correlation weakens as carbon prices reshape winter dynamics

February 27, 2026

European gas: a new landscape of price spreads

October 26, 2021
Chart showing European electricity prices with Italy and Germany higher due to gas dependence compared to France and Spain

European electricity prices remain tied to gas exposing power markets to geopolitical risk

April 21, 2026
gas-and-wind- generation

The negative correlation of gas and wind generation in the UK

August 6, 2024
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Recent Analysis

European gas storage injections lag as negative seasonal spreads slow filling

European energy policy shifts towards homegrown supply as crisis exposes limits of coordination

European energy policy paradox: Russian LNG exports hit record highs amid Hormuz supply shock

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