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Archives: Reports & Presentations

Line chart showing average European wholesale electricity prices from 2021 to 2026, with sharp peaks during the 2021 gas squeeze and the 2022 Russia-Ukraine shock.

European power generation: what fossil fuel shocks teach us about electricity prices

  • March 24, 2026
Chart showing Europe’s gas demand staying stronger than previously expected while power demand growth is revised lower, reflecting a slower and more pragmatic energy transition.

Europe gas demand stays central as energy transition turns pragmatic

  • March 24, 2026
Chart showing Poland’s net power capacity by fuel rising strongly through 2040, led by solar, wind and storage.

Poland energy transition faces ‘ghost’ project bottleneck

  • March 24, 2026
European gas storage injection and withdrawal patterns showing seasonal flexibility and peak winter demand

European gas storage remains critical for energy security

  • March 19, 2026
Russian gas imports to Europe illustrated with LNG tanker, pipeline and EU Russia border

EU enforces phase out of Russian gas imports under new regulation

  • March 19, 2026
TTF gas price volatility and seasonal spread trends in Europe

European gas storage faces rising volatility and regulatory risk

  • March 17, 2026
EU exceptional energy subsidies and spot prices by energy type 2021–2024

EU energy subsidies 2025: decline in support but fossil fuel aid remains high

  • March 17, 2026
Cargo ship representing energy intensive shipping sector in Europe

Rising energy prices impact European sectors: aviation, shipping and industry under pressure

  • March 17, 2026
EU clean energy investment strategy with wind turbines, solar panels and €660bn funding concept

Clean energy investment strategy EU: €660bn annual funding needed for transition

  • March 17, 2026
Chart showing European power prices (€/MWh) across major markets including Germany, France, Spain and Italy from February to mid-March 2026, highlighting strong volatility and higher prices in southern Europe.

European power prices surge amid gas rally and renewable volatility in March

  • March 17, 2026
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Recent Post
Time-series line chart showing percentage variation from seasonal demand expectations from late Feb to mid-Apr 2026, with an orange filled area under the line and values swinging above and below zero.

European gas demand falls amid mild weather, easing LNG market pressure

April 21, 2026
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
Line chart showing European gas in storage compared with previous years, with 2026 levels below 2025 and well below 2023 and 2024 through early April.

European gas demand and Europe’s LNG vulnerability after winter 2025–26

April 14, 2026
Diagram showing how extended TTF trading hours from 10 to 21 hours could affect trading activity, pricing, volatility and trading desk operations.

TTF trading hours extended from 10 to 21 hours

April 14, 2026
Trending Posts
European-gas-storage

European gas storage capacity vs Winter demand in CEE

April 22, 2025
coal-to-gas-switching

European natural gas prices down by over 60 percent

April 3, 2023
TTF-gas-prices

TTF gas prices soared by more than 7%

January 13, 2025
European gas

Winter is over, what’s next for European gas?

April 5, 2022
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Recent Analysis

European gas demand falls amid mild weather, easing LNG market pressure

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

European gas demand and Europe’s LNG vulnerability after winter 2025–26

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