Energy Market Update 23/09/2025

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:

⚠️ The IEA warns most global oil and gas fields are past peak output, with increasing decline rates raising long-term supply concerns and supporting market sentiment.

☢️ Rising concerns over nuclear–renewable incompatibility highlight risks to Europe’s energy transition, as inflexible nuclear output threatens renewable integration, reduces market flexibility, and pressures affordability despite low-carbon ambitions.

🇪🇺 The EU plans to accelerate its Russian LNG ban to January 2027 in its recent 19th sanctions package under US pressure, raising supply risks and reinforcing Europe’s reliance on American LNG amid ongoing geopolitical tensions.

📈 Falling Global LNG supply for Winter 2025/26 is forecast to rise 12% year-on-year, easing concerns over supply risks and partially offsetting reduced Russian flows, while also supporting European storage and market stability.

🤝 During Trump’s UK state visit last week, a US-UK nuclear energy pact was agreed, helping to secure investment to fund new plants in the UK.

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