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Tag: energy security

Chart showing France biomethane production increasing alongside its share in natural gas consumption

European biomethane scaling as a core component of gas supply

  • 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
Chart showing decline in Europe LNG imports and pipeline gas flows March 2026

Global LNG supply wave delayed as Hormuz shock reshapes gas markets

  • April 28, 2026
Chart showing EU net gas withdrawals and injections by month comparing 2021–2025 average, 2025, and 2026 levels

Global gas market tightens as LNG disruptions test Europe’s supply resilience

  • April 28, 2026
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
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
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Recent Post
Line chart comparing TTF gas and Brent oil prices from October 2025 to September 2026, with TTF rising into the gas demand destruction zone.

Gas demand destruction emerges as European gas prices surge

September 23, 2026
Winter gas markets outlook showing supply, demand and European storage risks

Winter gas markets face unprecedented uncertainty as Hormuz closure tightens supply

September 16, 2026
TTF prices rise as Dutch TTF natural gas futures approach €77/MWh

TTF prices surge as the bulls return to the gas market

September 9, 2026
Global natural gas price benchmarks in August 2026, including TTF, JKM and Henry Hub

TTF prices surge as European gas market tightens

September 2, 2026
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Recent Analysis

Gas demand destruction emerges as European gas prices surge

Winter gas markets face unprecedented uncertainty as Hormuz closure tightens supply

TTF prices surge as the bulls return to the gas market

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