Energy Market Update 09/09/2025

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:

🛡️ Last week, Poland shot down Russian drones in its airspace, becoming the first NATO country to fire shots in the RUS-UKR conflict. NATO has invoked Article 4, heightening geopolitical concerns in the region.

⛽ Global gas demand is projected to rise 1.7% in 2025 and follow an upward trajectory over the next decade, with heatwaves and rapid technological growth straining power systems.

⚡ Renewable curtailment costs could reach £5bn by 2030, due to grid bottlenecks, adding to consumer energy bills.

📉 GDP data from the UK show signs of economic stagnation, and Chinese data also indicate a slowdown in the world’s second-largest economy. 📉

☢️ The US-UK nuclear deal is expected to help secure investment to fund new plants, with the UK’s Centrica and US nuclear firm X-Energy set to develop up to 12 advanced modular reactors in England.

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