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Archives: Reports & Presentations

Chart showing decline in Russian pipeline gas and rise in LNG in Europe

European gas flows shift to LNG leaving Central Europe at the end of the line

  • April 21, 2026
Stacked bar chart of Europe’s hydrogen balance from 2030–2050 by category (Storage, Electrolysis, Load, Imports, Thermal Power Plants) across Core Scenarios and the 2050 Ambition, with color legend.

Hydrogen infrastructure in sector coupling strengthens Europe’s energy resilience

  • April 21, 2026
Infographic of projected global GHG emissions by sector (2005–2050) in a stacked area chart; colors denote powers, industry, transport, buildings, agriculture, and non-CO2 sources, with a dashed net-emissions line. A side panel compares zero-emission pathways using stacked bars.

EU just transition policy in the European Union: understanding the policy landscape

  • April 21, 2026
European electricity market prices across major countries in April 2026

European electricity prices rise despite falling gas prices as market fundamentals tighten

  • April 21, 2026
Line chart showing global greenhouse gas emissions comparing delayed transition and central scenarios with temperature outcomes

Slower energy transition lifts gas demand in European power markets

  • April 21, 2026
Bar chart showing natural gas emissions across supply chain stages including extraction, processing, liquefaction and transport

Pricing natural gas emissions under EU ETS and CBAM

  • April 21, 2026
Chart showing Europe’s natural gas demand and net imports by flow type from 2024 to 2055, highlighting continued LNG dependence as domestic supply declines

European gas market faces rising LNG dependence in global gas outlook

  • April 14, 2026
European electricity market prices across major markets in early April 2026

European electricity market prices fall across most markets as solar rises and TTF gas eases

  • April 14, 2026
Forward curve chart for TTF gas prices comparing January 2026 and April 2026, showing higher price levels and a tighter market outlook ahead of storage injections.

European gas storage outlook tightens as TTF prices rise in April 2026

  • April 14, 2026
Line chart showing EU gas storage levels rising from 28% in April 2026 to only 76% by end-September under the LNG Tight supply scenario.

European gas storage under pressure as LNG supply tightens

  • April 14, 2026
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Recent Post
Time-series line chart showing percentage variation from seasonal demand expectations from late Feb to mid-Apr 2026, with an orange filled area under the line and values swinging above and below zero.

European gas demand falls amid mild weather, easing LNG market pressure

April 21, 2026
Chart showing European electricity prices with Italy and Germany higher due to gas dependence compared to France and Spain

European electricity prices remain tied to gas exposing power markets to geopolitical risk

April 21, 2026
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
Diagram showing how extended TTF trading hours from 10 to 21 hours could affect trading activity, pricing, volatility and trading desk operations.

TTF trading hours extended from 10 to 21 hours

April 14, 2026
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European gas storage refill season begins

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Recent Analysis

European gas demand falls amid mild weather, easing LNG market pressure

European electricity prices remain tied to gas exposing power markets to geopolitical risk

European gas demand and Europe’s LNG vulnerability after winter 2025–26

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