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Tag: LNG supply

Chart comparing 2026 European gas storage injection and withdrawal rates against the 15-year average

European gas storage faces difficult path to refill targets

  • May 26, 2026
Chart showing European gas storage capacity value and annual cycles from 2016 to 2025

European gas storage shifts from seasonal spreads to volatility-driven value

  • May 5, 2026
European gas storage levels chart showing decline to nine-year lows during winter 2025–2026

European gas prices surge as LNG disruptions tighten global supply

  • April 28, 2026
Line chart showing weekly changes in European gas storage levels (bcm/week) for 2025 and 2026, with a 5-year average; vertical markers indicate Start of Q3 and Start of Q4.

European gas storage injections off to a slow start

  • April 27, 2026
European gas storage refill LNG requirements chart 2026

How much LNG needed to refill European gas storage

  • April 7, 2026
European gas market share of global LNG supply reduction March chart

European gas market absorbs the largest share of LNG supply cuts

  • March 31, 2026
European gas storage injection and withdrawal patterns showing seasonal flexibility and peak winter demand

European gas storage remains critical for energy security

  • March 19, 2026

Strait of Hormuz disruption threatens global LNG supply

  • March 10, 2026
Chart showing estimated daily European gas demand over the last 90 days compared with the 2020–2024 range

European gas demand rebounds above seasonal norms as Ukraine exports recover

  • February 10, 2026
EU methane regulation context as LNG demand remains resilient across policy scenarios

EU methane regulation unlikely to disrupt gas and LNG supply

  • December 16, 2025
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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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