Europe’s energy transition is increasingly being stress-tested by how gas is sourced and priced, with LNG now playing a larger role in shaping system costs and operational planning. As the market shifts away from Russian pipeline volumes, the knock-on effects are being felt across power generation dispatch, grid balancing assumptions, and long-term investment risk models. For utilities and developers, the practical takeaway is that fuel-price uncertainty is becoming a more material input into electricity project readiness.
LNG’s growing influence on pricing and supply planning During calendar week 13, changes in Europe’s gas supply structure continued to […]