Monthly Outlook Jan-25
The conclusion of the gas transit deal between Ukraine and Russia marks the end of an era for Europe. The prompt expansion of new liquefaction facilities is essential to meet rising European LNG demand and lay the ground for price decrease.
Monthly Outlook Dec-24
Conditions for both European gas and power markets stabilization are unlikely to be met by 2025. As the end of Russian gas approaches, timely development of liquefaction capacity will be key for the long-awaited price normalization from 2026.
Monthly Outlook Nov-24
Global gas market tensions will remain high in 2025, impacting electricity prices despite favorable renewable production. Exit tariffs on Italian borders limit the potential for gas exports to Central and Eastern European countries.