PREMIUM CONTENT
UK winter gas supply: UK cold snap gas supplies with low LNG availability, Figure 18

UK winter gas supply depends on LNG and European flexibility

UK winter gas supply prospects are supported by sufficient capacity to meet Britain’s demand in 2026/27, according to National Gas’s latest outlook. Colder weather would nevertheless increase the need for LNG and imports from continental Europe, particularly as storage availability declines. In its cold-winter scenario, LNG requirements rise to 16.8 bcm, compared with 12.1 bcm in the central forecast. Separate […]

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Italy gas price cap: Italian gas imports and European gas demand under the price cap, Chart 3

Italy gas price cap could lift imports while lowering power prices

The proposed Italy gas price cap could lower wholesale electricity prices while increasing gas imports and reshaping cross-border energy flows. Timera Energy models a €60/MWh cap on gas used by Italian power generators, finding an average reduction in Italian baseload power prices of around €20/MWh in 2027. The modelling also points to just over 2 bcm of additional Italian gas […]

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Industrial electrification: Avoided fossil fuel use from industrial electrification, Figure 29

Industrial electrification: what Europe’s shift to electric heat means for gas demand

Industrial electrification could significantly reduce Europe’s industrial gas demand, but electricity costs and grid constraints are slowing adoption. A study commissioned by the European Parliament finds that available technologies could electrify more than 60% of industrial process heat, while less than 5% was electrified in 2024. With further technology development, the technical potential could rise to around 90%, offering substantial […]

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European hydrogen competitiveness: Clean Hydrogen JU funding by project start year, 2010–2025

European hydrogen competitiveness hinges on cheaper power and industrial scale

European hydrogen competitiveness is being held back by high electricity prices, slow infrastructure development and weak demand, despite a strong innovation base. An ERM study for the Clean Hydrogen Partnership finds that most projects still require public funding or incentives to become bankable, while global competitors are scaling faster. The report identifies seven priorities spanning renewable power access, electrolyser production, […]

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EUROPEAN GAS INSIGHTS
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

TTF gas prices just hit €100/MWh ($32.5/mmbtu) amid continued LNG supply disruption via Hormuz, colder temperatures and four unplanned outages

UPCOMING EVENTS