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Tag: Energy Transition

Chart showing German hydrogen demand projections by sector from 2025 to 2045, including chemicals, refineries, steel, power and transport.

Weak German hydrogen demand raises infrastructure and cost concerns

  • May 19, 2026
Chart showing EU ETS stationary emissions from coal, natural gas, refinery gas and other fossil fuels between 2013 and 2024

European carbon pricing debate intensifies as EU ETS reform enters critical phase

  • May 13, 2026
Chart showing European gas capacity revenues and capacity factors for new gas and hydrogen power plants under scarcity pricing scenarios

European gas capacity under pressure as adequacy needs rise

  • May 5, 2026
Bar chart of 2025 vs 2024 changes in global electricity generation (TWh): Solar +636, Wind +205, Gas +36, Nuclear +35, Other low-carbon +9, Hydro +3, Other fossil −12, Coal −63.

Falling European gas demand underlines structural changes in the power generation market

  • April 28, 2026
Chart showing average annual change in global gas demand by region from 2004 to 2025 with slowdown in 2025

Global gas demand growth slows as clean energy reshapes energy markets

  • April 28, 2026
Line chart showing global greenhouse gas emissions comparing delayed transition and central scenarios with temperature outcomes

Slower energy transition lifts gas demand in European power markets

  • April 21, 2026
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
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
Chart showing gas as the largest driver of UK electricity bill increases between 2021 and 2025

Gas still drives UK electricity prices despite renewables growth

  • February 17, 2026
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Recent Post
Dutch gas storage and LNG send-out trends showing increased LNG imports in 2026 compared with historical levels.

Dutch gas storage relies increasingly on LNG flexibility ahead of winter

October 21, 2026
Chart showing how LNG supply growth, lower EU storage injections, reduced industrial demand and Asian gas-to-coal switching offset the Hormuz supply shock.

Global gas market faces a difficult balancing act ahead of winter

October 14, 2026
Chart showing monthly year-on-year changes in EU gas use for power generation, March–September 2026, with growth since April despite higher gas prices.

Gas-fired power rises in the EU despite higher gas prices

October 6, 2026
Line chart of TTF gas prices ($/mmBtu) from July to late September 2026, peaking around 30 and dropping about 20% since mid-September, with decorative red bulls on the chart.

TTF prices down almost 20% as bearish pressures build

September 30, 2026
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Recent Analysis

Dutch gas storage relies increasingly on LNG flexibility ahead of winter

Global gas market faces a difficult balancing act ahead of winter

Gas-fired power rises in the EU despite higher gas prices

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