PREMIUM CONTENT

European power prices surge above €80/MWh as gas costs rise after Iran conflict
European power prices climbed sharply during the first week of March, with most major electricity markets in Europe recording weekly averages above €80/MWh. Rising natural gas prices linked to geopolitical tensions in the Middle East played a major role in the increase. European power prices increased across most markets in early March, with weekly averages surpassing €80/MWh and Italy reaching […]
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Gas transmission tariffs in Denmark: analysis of the proposed tariff structure
Gas transmission tariffs in Denmark are examined in a new report assessing the proposed reference price methodology for the national gas network. The study evaluates whether the tariff design meets EU requirements on transparency, cost-reflectivity and non-discrimination while highlighting concerns about potential cross-subsidisation. Gas transmission tariffs in Denmark are reviewed in an analysis of Energinet’s proposed reference price methodology for […]
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Rising European LNG imports increase dependence on US gas supplies
European LNG imports are becoming a critical issue for the gas market as growing reliance on liquefied natural gas reshapes supply security and pricing risks. The report warns that Europe’s LNG imports are increasingly concentrated among a small number of suppliers, raising concerns about geopolitical exposure and long-term energy security. Europe’s LNG imports have become a key pillar of the […]
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Marginal pricing and the merit order in European electricity markets
Marginal pricing remains central to how European electricity markets function, with gas-fired power plants often setting the marginal price in wholesale power markets. The report explains how the “merit order” works and why proposed interventions could distort market signals and increase costs for consumers. Marginal pricing and merit order are the mechanisms that determine electricity prices in competitive wholesale markets. […]
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EUROPEAN GAS INSIGHTS

Strait of Hormuz disruption threatens global LNG supply
The ongoing pause in LNG trade via the Strait of Hormuz is creating a deepening global LNG supply crisis, the

European gas storage drops below 30% as injection challenge builds
European gas storage levels dropped below 30% of their working capacity, standing 35% below their 5y average and at their

Gas and power correlation weakens as carbon prices reshape winter dynamics
Gas and power correlation weakened significantly during the 2025/26 heating season, raising questions about whether the shift is structural or
UPCOMING EVENTS
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Gas Prices

TTF gas prices rise as premium boosts European regas margins

European carbon prices fall amid competitiveness concerns

European gas exports to Ukraine surge and reshape winter gas flows
Supply and Demand

EU Arctic policy rethink could unlock Barents Sea gas for Europe

The need for greater European gas market integration

Russia

EU agrees historic phase-out of Russian gas by 2027

US LNG exports to Eastern Europe strengthen regional gas security






