Energy Market Update 13/11/2025

Welcome to our weekly energy market update, where we share the latest trends, shifts, and key developments impacting the energy sector. Whether it’s fluctuations in oil and gas prices, changes in renewable energy policies, or updates on energy infrastructure projects, we’re here to help you stay informed. Join us as we break down the most important factors influencing the market this week, and explore what these changes could mean for your business.

Current Market Drivers:

⚡ Germany’s surging gas-fired generation, driven by weak renewable output, is slowing Europe’s storage recovery and tightening supply outlooks, heightening winter energy security risks and reinforcing bullish sentiment in regional gas markets.

🚢 LNG shipping rates have risen to multi-month highs amid tighter vessel availability, delayed Egyptian loadings, and stronger winter demand, driving up freight costs and leaving little scope for downside.

⚔️ Ukraine’s power imports reached a yearly high in Oct-25 following renewed Russian strikes on its energy infrastructure, deepening reliance on EU electricity imports, tightening regional conditions, with strikes expected to be maintained over the winter.

🤝 Poland is in talks to secure additional US LNG supplies for Ukraine and Slovakia, bolstering regional energy security and offsetting reduced Russian flows amid Europe’s drive for supply diversification.

🌏 Asia’s LNG imports declined in Oct-25 as factory output slowed amid renewed US tariffs weakening export demand, raising concerns over global trade momentum and signalling softer industrial energy consumption across key manufacturing economies.

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