🌍 Market participants suggests that global gas markets could take “four-five years” to recover following a Gulf ceasefire, implying that the US-Iran conflict will have overreaching effects until 2030.
❄️ Concerns that a weakening polar vortex could trigger a “Beast from the East” in Q1-27, potentially pushing Europe’s benchmark gas price to EUR 90–100/MWh over the next six months analysts warn.
🇳🇴 Norway’s Gassco is aiming to maximise production, adding 2bcm compared with last winter, potentially boosting regional supply through Q1-27
☀️ UK solar capacity is expected to grow 50% y-o-y in 2026, with 5.5 GW scheduled to come online, increasing generation supply to the UK power market.
🏭 ICIS forecasts European power demand growth of just 1.2% in 2026, as economic uncertainty weighs on industrial demand, softening longer-term demand expectations.
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