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Tag: seasonal spreads

European gas storage model valuation compared with cleared capacity auction prices

European gas storage value shifts from seasonal spreads to trading flexibility

  • October 6, 2026
European gas storage seasonal spreads illustrate the growing storage paradox as geopolitical risks weaken market incentives for winter gas injections.

European gas storage paradox raises concerns for winter supply security

  • July 22, 2026
Line chart of negative European storage injection spreads from Apr 1 to May 11, 2026, fluctuating roughly -1 to -2.5 €/MWh.

European gas storage injections slow as summer-winter spreads turn negative

  • May 13, 2026

European gas storage under pressure as injection season begins

  • April 14, 2026
Recent Post
Line chart showing daily net European gas storage injections from July to October 2026, turning to withdrawals in late October.

EU gas storage withdrawals highlight winter supply risks

November 4, 2026
ICE Endex chart showing November 2026 Dutch TTF natural gas futures rising intraday, with a quoted price of €100.20/MWh on 28 October 2026.

TTF gas prices just hit €100/MWh

October 28, 2026
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
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Recent Analysis

EU gas storage withdrawals highlight winter supply risks

TTF gas prices just hit €100/MWh

Dutch gas storage relies increasingly on LNG flexibility ahead of winter

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