Energy Market Update 15/10/2025

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:

📈 US LNG exports are forecast to climb 23.5% this year and rise another 10% in 2026, setting new records amid sustained growth in global energy demand.

🤝 Hungary has signed 10-year LNG agreements totalling 6 bcm, highlighting efforts to diversify from Russian gas, enhance regional supply security, and mitigate price risks amid the EU’s Russian phase-out.

🕊️ Israel and Hamas have agreed to a US-backed ceasefire, ending two years of conflict, with Israeli forces set to withdraw from Gaza — easing geopolitical tensions and wider supply concerns.

🧊 EU gas storage remains comfortable, but forecasts suggest inventories could drop to a seven-year low of 29% post-winter, signalling stronger replenishment demand through Summer 2026.

🌍 The IEA has reduced global renewable growth expectations for 2030, suggesting the EU could miss its green goals by 9%, citing a misalignment between EU-wide policies and individual countries’ targets.

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