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Archives: Reports & Presentations

Chart showing Spain’s wholesale electricity price gap versus the European median alongside rising wind and solar share, highlighting Spain energy shift and renewable resilience.

Spain energy shift boosts renewable resilience in Europe

  • April 14, 2026
Stacked area chart showing EU-27 gas imports by country of origin from 2020 to 2025, with Russia’s share falling and Norway and the United States increasing.

European gas imports remain a key energy security challenge for the EU

  • April 14, 2026
Bar chart comparing European gas supply by source in summer 2024 and 2025, including LNG, Norway, national production, Russia, Algeria, Caspian Sea, Turkey and Libya.

European gas supply review shows LNG growth and lower storage in summer 2025

  • April 14, 2026
Industrial gas processing facility at sunset illustrating the Gulf gas supply disruption and risks to global LNG markets.

Europe will struggle to replace Gulf gas amid global supply shortfall

  • April 7, 2026
Bar chart showing Germany’s LNG imports from 2023 to 2025, highlighting rising import volumes and growing dependence on US LNG.

Germany gas dependence raises energy security risks

  • April 7, 2026
Illustration of Europe’s gas market during the Iran gas shock, showing LNG shipping, gas infrastructure, storage tanks, a Europe map and supply pressure near the Strait of Hormuz.

How Europe should respond to the Iran gas shock

  • April 7, 2026
Chart 2 showing EU gas storage March levels in 2022 to 2026 versus the historical range, with 2026 below 30% of capacity.

European gas vulnerability persists despite supply diversification

  • April 7, 2026
Bar chart showing Europe’s LNG imports by country in 2024 and 2025, with France, the Netherlands, Spain, Italy and Türkiye among the leading importers.

European gas market outlook 2026: demand rebounds, LNG rises, and prices stay elevated

  • April 7, 2026
Chart comparing 2026 and 2022 energy price moves, showing Dutch TTF gas and Brent crude spikes after geopolitical disruption.

European gas prices stay elevated as supply risks persist

  • April 7, 2026
European gas prices TTF scenarios under Strait of Hormuz disruption

Strait of Hormuz crisis could send European gas prices back to 2022 highs

  • March 31, 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
Trending Posts
European-gas

European gas withdrawal at almost record low levels

May 1, 2024
European electricity demand

A mixed bag for power prices – week 37

September 21, 2020
European LNG imports 2023–2025 and seasonal regas utilisation trends

Europe’s LNG regas capacity tightens as the global supply wave accelerates

November 18, 2025
TTF-gas-price

TTF gas prices surge to their highest level since Oct 2023

February 4, 2025
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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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