Energy Market Update 17/06/2025

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:

🌍 Ongoing and escalating tensions in the Middle East between Israel and Iran, along with their impact on energy infrastructure and potential supply disruptions, will continue to heighten geopolitical risk along the curve.

🛢️ Egypt aims to secure 160 LNG cargoes through 2026. However, any disruption to Israeli gas exports to Egypt could further boost spot‑market buying. At the same time, dwindling North‑African pipeline supplies to Europe are straining already‑tight fundamentals.

⚠️ Stress corrosion concerns have reignited fears over French nuclear output, with four recently repaired reactors now under investigation.

📉 The World Bank has cut its 2025 global growth forecast by 0.4 percentage points to 2.3%, citing higher tariffs and uncertainty affecting all major economies.

🇨🇳 Chinese LNG imports are forecast to decline by 6–11% this year due to weaker industrial demand and strong domestic and pipeline supply, which will hopefully offset any increases in demand from other parts of Asia.

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