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Brief: Texas Solar +47% Y/Y in July
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Brief: Texas Solar +47% Y/Y in July

Solar generation growth remained a powerful source of demand destruction for the South Central gas market this month, as ERCOT’s average mid-day solar generation jumped more than 47% above average rates from July 2024.

Brief: U.S. LNG Replaces Russian Gas in Central Europe
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Brief: U.S. LNG Replaces Russian Gas in Central Europe

After facing an unprecedented energy crisis in 2022, Germany poured more than 6.5 billion euro (so far) into LNG infrastructure investments to mitigate supply risks and shore up domestic energy security.

ES #147: China v. U.S. is about energy

ES #147: China v. U.S. is about energy

China generated over 10,000 TWh of electricity in 2024, more than doubling total U.S. power output as the global AI resource race heats up

Brief: Record Solar & South Central Gas Demand
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Brief: Record Solar & South Central Gas Demand

ERCOT’s leading share of 2025 U.S. solar capacity growth has emerged as a primary source of natural gas demand destruction for the South Central this summer.

Brief: EU Parliament Endorses Flexible Gas Storage Mandates
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Brief: EU Parliament Endorses Flexible Gas Storage Mandates

The EU’s push for more flexible storage regulations highlights the bloc’s escalating supply concerns as European Commission officials attempt to force member states to adopt legislation to cut all imports of Russian natural gas (pipeline + LNG) to zero by the end of 2027

Brief: Texas Gas Demand Destruction
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Brief: Texas Gas Demand Destruction

ERCOT’s June 2025 grid data offers a clear look at the drivers of sequentially weak demand that have amplified downside risks from high end-of-season (EOS) storage levels for domestic producers.

Brief: Hedge Funds' TTF Bets Face New EU Storage Regulations
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Brief: Hedge Funds' TTF Bets Face New EU Storage Regulations

The European gas market is unlikely to get a reprieve from near-term volatility as a complex combination of new EU gas regulations, low seasonal storage levels, and a sharp increase in hedge funds’ speculative bets on TTF offset this week’s rapid reduction in conflict-related disruption risks to Qatari LNG exports.

Brief: Texas Weather Favors Gas
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Brief: Texas Weather Favors Gas

Cloudy and calm weather pushed renewables to the bottom of their 30-day range, raising demand for natural gas to its best of the period despite lower overall system load.

Brief: Record Texas Renewables
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Brief: Record Texas Renewables

Texas' system-wide load hit its highest in over a month this week, but demand for thermal generation was slashed by a rapid jump in wind output that raised total renewable generation to an all-time record.

Brief: The Cusp of Summer Power Demand

Brief: The Cusp of Summer Power Demand

Daily power demand for the continental United States averaged over 5% above the previous 60-day rate this week, and demand for thermal power resources jumped to 3-month highs as wind faltered

ES #139: Expediting The U.S. Nuclear Renaissance

ES #139: Expediting The U.S. Nuclear Renaissance

President Trump signs a series of presidential actions to slash regulatory barriers and boost incentives for new

Brief: EU Storage Drives TTF Winter Premium 82% Higher M/M

Brief: EU Storage Drives TTF Winter Premium 82% Higher M/M

Average daily injections into EU natural gas storage facilities improve from 2023 and 2024 but remain below the trailing 10YR median rates. Total EU storage levels are narrowly above the 10YR seasonal median.