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Tag: LNG supply

German gas market supply structure by origin, January 2025 to September 2026

German gas market faces rising prices and supply uncertainty ahead of winter

  • October 21, 2026
European winter power prices: German winter generating margins for coal, lignite and gas

European winter power prices face LNG uncertainty and low hydro reserves

  • October 20, 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
European gas winter outlook: Gas storage fill-level scenarios, Argus page 3

European gas winter outlook highlights LNG supply risks and record-low storage

  • October 13, 2026
European gas price outlook: Modelled March 2027 TTF price versus storage, Timera Chart 4

European gas price outlook warns of heightened winter volatility

  • October 13, 2026
European gas price forecast: Global LNG supply and demand outlook, Rystad Energy slide 6

European gas price forecast revised higher amid LNG supply disruptions

  • October 13, 2026
European gas security chart comparing EU gas storage fill in 2026 with the 2021–2025 range and average

European gas security faces shipping disruptions and rising winter supply costs

  • October 6, 2026
Dutch gas storage utilisation ranked by market demand across major storage facilities

European gas storage decline leaves TTF more exposed to winter price spikes

  • September 16, 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
Chart showing European underground gas inventory over Oct–Sep. Shaded gray area = 8-year min–max range; blue solid line = GY-25; blue dotted line = GY-24; green dotted line = 8-year average. Y-axis shows trailing 14-day net storage change (bcm) from -12 to +8; X-axis months Oct–Sep. The graph depicts seasonal fluctuations with deepest negative change around January and recovery to positive changes by mid-year, peaking around Jun–Jul.

European gas market faces asymmetric winter price risk

  • September 9, 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 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
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
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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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