Energy Market Update 29/07/2025

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:

📈 IEA forecasts 7% LNG supply growth in 2026, led by Qatar and US expansions, easing market tightness and exceeding Europe’s projected 2% demand drop.

📦 European gas storage injections are 18% above the five-year average, keeping the EU on track for winter targets despite underfilled Rehden facility in Germany.

⚛️ UK approves the 3.2 GW Sizewell C nuclear project, nearly double in cost, but offering relief from pressure caused by the UK’s ageing nuclear fleet.

🤝 US-EU trade tensions ease after agreement on 15% tariffs, boosting financial market confidence and reducing risk of immediate conflict.

⚠️ EU may ban mixed-origin pipeline gas via Turkey to block Russian flows, threatening supply and driving gas prices higher amid rising uncertainty.

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