PREMIUM CONTENT


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 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: 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 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


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


Dutch gas storage relies increasingly on LNG flexibility ahead of winter
Dutch gas storage levels remain well below historical averages as the Netherlands approaches winter 2026–27, but increased LNG imports are


Global gas market faces a difficult balancing act ahead of winter
A difficult balancing act: the global gas market is balancing out the Hormuz supply shock with growing macroeconomic pain, higher
UPCOMING EVENTS
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Gas Prices


TTF prices down almost 20% as bearish pressures build


Gas demand destruction emerges as European gas prices surge


TTF prices surge as the bulls return to the gas market
Supply and Demand




EU gas storage on track for lowest fill level since 2013







