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Tag: energy security

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
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
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
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
Bar chart showing Europe’s LNG imports by country in 2024 and 2025, with France, the Netherlands, Spain, Italy and Türkiye among the leading importers.

European gas market outlook 2026: demand rebounds, LNG rises, and prices stay elevated

  • April 7, 2026
European gas prices TTF scenarios under Strait of Hormuz disruption

Strait of Hormuz crisis could send European gas prices back to 2022 highs

  • March 31, 2026
European gas storage withdrawal capacity declines as storage levels fall

European gas storage: EU shifts focus from volumes to deliverability

  • 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 Europe’s monthly LNG imports by source including the US, Russia and Qatar

Rising European LNG imports increase dependence on US gas supplies

  • March 10, 2026

Strait of Hormuz disruption threatens global LNG supply

  • March 10, 2026
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Recent Post
Map showing Qatar's Ras Laffan LNG export complex, the North Dome/South Pars gas field shared with Iran, and the Strait of Hormuz.

Qatar LNG seeks to restore exports after Hormuz disruption

June 16, 2026
Dutch TTF natural gas futures fall nearly 10% from recent highs as geopolitical risk premium eases and European gas markets stabilise.

European gas prices retreat as LNG market risk premium fades

June 16, 2026
European gas storage levels remain below last year's pace amid LNG supply disruption

European gas market faces growing winter risks as Middle East crisis drags on

June 9, 2026
Line chart showing Dutch TTF front-month natural gas prices in €/MWh rising about 75% since January 2025–2026, with a sharp jump in 2026 (Source: IEEFA).

Gas-fired generation continues to drive European electricity prices

June 9, 2026
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Gas-fired powgen surged by near 2.5 times in the key Northwest European markets

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European LNG imports are expected to surge by around 25%

January 21, 2025
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Recent Analysis

Qatar LNG seeks to restore exports after Hormuz disruption

European gas prices retreat as LNG market risk premium fades

European gas market faces growing winter risks as Middle East crisis drags on

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