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Tag: European gas market

Germany's energy security decisions and their impact on European gas supply and storage resilience

Europe bears the consequences of German energy policy decisions

  • July 17, 2026
TTF prices surge by 30% from late June to above €50/MWh

TTF prices surge more than 30% as global gas market tightens

  • July 15, 2026
German gas storage levels from July 2025 to June 2026, showing inventories falling to 21% after winter before recovering to 41% by July 2026.

Market incentives threaten German gas storage refill

  • July 15, 2026
Monthly European gas supply mix under optimal LNG availability and Russian pipeline disruption

European gas storage depends on significantly higher LNG imports

  • July 15, 2026
Chart showing year-on-year changes in European natural gas imports and Norwegian deliveries from Q1 2025 to Q2 2026, with LNG inflows falling sharply in Q2 2026.

European gas market faces weaker demand but continued global LNG pressure

  • July 8, 2026
EU ETS review concept showing industrial emissions, renewable energy, carbon market policy and energy security priorities in Europe.

EU ETS review puts Europe’s gas market at a political crossroads

  • July 8, 2026
Chart showing European daily LNG imports (30-day rolling average) compared with historical ranges from 2021 to 2026

European LNG imports fall sharply below recent seasonal levels

  • July 1, 2026
Destination of LNG cargoes transiting the Strait of Hormuz since April 2026, showing shipments to Pakistan, China, India and Japan.

LNG cargoes continue to transit the Strait of Hormuz as normalisation nears

  • June 24, 2026
German intraday electricity prices rising above €600/MWh during a heatwave as power demand increases and generation availability tightens.

Gas-fired generation helps stabilise European power markets during heatwave

  • June 24, 2026
Chart showing year-on-year changes in Germany’s industrial gas consumption from June 2025 to May 2026

European gas market navigates tighter LNG supply and shifting trade flows

  • June 24, 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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