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The 2025 Scorecard reveals strong progress in Northern European gas hubs, while several Eastern markets face stagnation, declining transparency, and regulatory setbacks. The 2025 Gas Hub Scorecard shows a growing divergence in the performance of European gas hubs, with Northern markets steadily advancing and many Eastern European hubs losing momentum. The Baltics, Finland, Ireland, and Greece now rank among the strongest […]
UK gas production from the North Sea continues to decline sharply, creating a widening supply gap that has already averaged around 40 bcm per year since 2015. Despite long-term decarbonisation goals, UK gas demand remains resilient across heating, power generation and industry, and is expected to exceed 20 bcm even in 2050. Slower-than-planned renewable deployment, surging electricity demand from transport, […]
The latest assessment of European hydrogen shows momentum slowing across the continent, with deployment increasingly out of sync with political ambition. While national strategies set out rapid scale-up plans, real market activity remains constrained by low industrial demand, high production costs, and limited progress on cross-border infrastructure. Many announced projects face delays or downsizing, while off-take agreements remain scarce, creating […]
The latest European Gas Monthly shows that European gas prices have remained surprisingly subdued despite an early-winter cold snap that pushed storage withdrawals up by around 3 bcm. Strong LNG inflows, reduced geopolitical risk, mild baseline temperatures and improving wind output have kept TTF under pressure, even as seasonal demand picks up. Price dynamics remain dominated by the global LNG […]
European power prices remained unusually high in the week of November 25–29, with most major markets clearing above €95/MWh despite a sharp drop in gas benchmarks. TTF futures registered their lowest settlement since May 2024, yet power markets failed to follow, signalling ongoing tightness in fundamentals. AleaSoft reports that several markets — including Italy, Germany and the Netherlands — posted […]
UK gas supply is set to tighten sharply toward 2030 as domestic production falls and import deliverability becomes increasingly constrained, despite declining overall demand. The system can cope under normal winter conditions, but during severe cold spells security margins shrink to levels where any major outage could trigger supply deficits. The assessment shows that the UK’s growing reliance on LNG and Norwegian […]
The report shows that Yamal LNG remains a major supplier of Russian LNG to Europe, with Spain, France, Belgium, Portugal and the Netherlands receiving the bulk of volumes from January 2024 to June 2025. Import patterns dipped temporarily after the EU’s transshipment ban in March 2025 but recovered quickly as cargoes were rerouted directly to European terminals rather than via […]
This report outlines how UK gas prices, although far below the peaks reached during the energy crisis, remain structurally elevated compared with pre-2021 levels. Wholesale markets have stabilised, but the UK’s continued dependence on imported LNG exposes consumers to global price swings and geopolitical risk. The analysis notes that even as supply conditions improve, underlying network costs, legacy policy charges, […]
Gas-fired generation remains critical for Europe’s winter reliability, even as ENTSO-E reports a sharp reduction in adequacy risks for 2025–26. The Outlook quantifies the critical gas volumes needed to maintain security of supply under extreme cold and low-renewables conditions, showing that Europe still relies on gas units as the main flexibility source during prolonged stress periods. Improved LNG diversification, stronger […]