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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 […]
European energy transition progress is clear, with renewables expanding, Russian energy dependence falling, and early measures from the Affordable Energy Action Plan taking effect. But despite these gains, major investment gaps in grids, energy efficiency and clean-energy infrastructure still threaten the EU’s ability to meet its 2030 targets and keep energy affordable across the bloc. The report reviews the EU’s […]
UK energy prices have been heavily influenced by gas-fired generation, but this link is set to weaken as a growing share of Britain’s electricity output moves onto fixed-price Contracts for Difference. The analysis shows that as more renewable and low-carbon projects shift into CfDs, less of the system will be exposed to gas-driven wholesale prices, easing cost pressures on households. […]
Central and eastern Europe is facing sharp increases in gas transmission tariffs after the loss of Russian gas, the collapse of long-term capacity bookings, and a rapid reversal of flows from east-to-west to west-to-east. This shift has left TSOs with oversized legacy infrastructure, rising costs, and conflicting national strategies—creating a patchwork of tariff hikes that risk undermining regional competitiveness and […]
European gas markets in 2026 will be shaped by slower-than-expected LNG supply growth, record European LNG imports, and continued competition with Asia for cargoes. Despite a 34 mtpa rise in global LNG production, Europe must keep gas prices close to Asia to secure the LNG needed for storage injections and winter demand. Gas demand recovery remains weak, and gas-to-power burn […]