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Tag: LNG

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
Chart comparing 2026 and 2022 energy price moves, showing Dutch TTF gas and Brent crude spikes after geopolitical disruption.

European gas prices stay elevated as supply risks persist

  • 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 prices TTF scenarios under Strait of Hormuz disruption

Strait of Hormuz crisis could send European gas prices back to 2022 highs

  • March 31, 2026
Map showing LNG liquefaction outages across Qatar, the UAE and Australia totaling 115 mtpa by end of March 2026

LNG liquefaction outages shut 115 mtpa by end of March 2026

  • March 31, 2026
Figure showing gas spot price and EU gas demand impacts under the EU methane emissions regulation adaptive scenario from 2025 to 2035.

EU methane emissions regulation market impacts on gas, LNG and crude oil

  • March 31, 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
TTF gas price volatility and seasonal spread trends in Europe

European gas storage faces rising volatility and regulatory risk

  • March 17, 2026
Algeria’s exported gas volumes by pipeline and LNG (bcm per year), 2020–2024, illustrating constraints relevant to EU gas supplies.

EU gas supplies: Algeria and Libya as post-Russia options for Europe

  • February 3, 2026
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Recent Post
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
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
Trending Posts
gas-demand

European gas demand surged by 13% in November – its strongest increase since May 21

December 3, 2024
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
hydrogen-market

Gas package: Council and Parliament reach deal on future hydrogen and gas market

December 14, 2023

The European gas price premium

March 14, 2022
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Recent Analysis

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

TTF prices down almost 20% as bearish pressures build

Gas demand destruction emerges as European gas prices surge

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