Montel News
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Market-moving energy news.
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Global LNG supply could rise 31m tonnes – or 7% – this year to reach a fresh record of 472m tonnes (642bcm) as new export facilities come online amid European restocking demand, consultancy ICIS said on Monday. montelnews.com/news/35d73db...
Global LNG supply may rise 7% to new record this year – ICIS
ICIS says global LNG supply may rise 7% to a record 472m tonnes as new capacity comes online, with Europe set to import about 130m tonnes for restocking.
montelnews.com
February 9, 2026 at 4:14 PM
Global LNG supply could rise 31m tonnes – or 7% – this year to reach a fresh record of 472m tonnes (642bcm) as new export facilities come online amid European restocking demand, consultancy ICIS said on Monday. montelnews.com/news/35d73db...
The European Commission is seeking views on how the EU can use high-quality international carbon credits to help meet its 2040 emission reduction target more flexibly and efficiently, it said on Monday. montelnews.com/news/2fab36e...
EC seeks views on international carbon credit rules
The European Commission is consulting on using high‑integrity international carbon credits to help meet the EU’s 2040 emissions target, with a pilot scheme and rules under consideration.
montelnews.com
February 9, 2026 at 2:52 PM
The European Commission is seeking views on how the EU can use high-quality international carbon credits to help meet its 2040 emission reduction target more flexibly and efficiently, it said on Monday. montelnews.com/news/2fab36e...
European companies are increasingly signing power purchase agreements (PPAs) that blend technologies such as wind, solar and batteries to ensure a steadier electricity supply, experts have told Montel. montelnews.com/news/afc5714...
Hybrid PPAs gain ground as buyers seek steady supply
Hybrid PPAs combining wind, solar and batteries are gaining traction as corporate buyers seek steadier, firmed supply and greater flexibility, experts tell Montel.
montelnews.com
February 9, 2026 at 2:52 PM
European companies are increasingly signing power purchase agreements (PPAs) that blend technologies such as wind, solar and batteries to ensure a steadier electricity supply, experts have told Montel. montelnews.com/news/afc5714...
Europe’s benchmark carbon price could average almost EUR 106/t this year, about 30% above current traded levels but 6% below previous expectations, according to brokerage firm Vertis. montelnews.com/news/019030f...
Vertis cuts EUA forecast 6% to EUR 106/t on “weaker” demand
Vertis lowers its 2026 EUA forecast to about EUR 105.5/t, down 6% on weaker demand projections, but still expects near‑record carbon prices, the firm says.
montelnews.com
February 9, 2026 at 2:51 PM
Europe’s benchmark carbon price could average almost EUR 106/t this year, about 30% above current traded levels but 6% below previous expectations, according to brokerage firm Vertis. montelnews.com/news/019030f...
German solar power lobby BSW on Monday warned that a government proposal to allow the creation of so-called network congestion zones would endanger reimbursements for renewable energy producers. montelnews.com/news/ba36fa0...
Congestion zones threat to German renewable expansion – lobby
German solar lobby warns proposed congestion zones could remove curtailment payments and block new solar connections, jeopardising renewable expansion.
montelnews.com
February 9, 2026 at 2:50 PM
German solar power lobby BSW on Monday warned that a government proposal to allow the creation of so-called network congestion zones would endanger reimbursements for renewable energy producers. montelnews.com/news/ba36fa0...
Turkey could draw LNG cargoes away from Europe, depending on the outcome of further US-Iran negotiations, with the country’s gas demand directly exposed to changes in pipeline flows from Iran, analysts told Montel. montelnews.com/news/2992f15...
Turkey emerges as key EU gas market risk as US-Iran talks unfold
“Any additional volatility in pipeline flows from Iran to Turkey would deepen Turkey’s bid in the Atlantic basin LNG market, diverting incremental cargoes from northwest Europe,” said Benjamin Gage, f...
montelnews.com
February 9, 2026 at 1:14 PM
Turkey could draw LNG cargoes away from Europe, depending on the outcome of further US-Iran negotiations, with the country’s gas demand directly exposed to changes in pipeline flows from Iran, analysts told Montel. montelnews.com/news/2992f15...
Europe is likely to end this winter with gas storage levels nearing eight-year lows, analysts told Montel, warning a further cold snap or disruption to the LNG market could see supply tighten further and push prices higher. montelnews.com/news/6956f98...
EU gas storage levels may slump to 8-year low – analysts
Analysts warn EU gas storage may fall to eight‑year lows (23–25%) by end‑March, risking tighter supply and higher prices if a cold snap or LNG disruption occurs.
montelnews.com
February 9, 2026 at 12:03 PM
Europe is likely to end this winter with gas storage levels nearing eight-year lows, analysts told Montel, warning a further cold snap or disruption to the LNG market could see supply tighten further and push prices higher. montelnews.com/news/6956f98...
Italian TSO Terna has retroactively republished balancing market settlement prices with extreme discrepancies and suffered platform outages, traders told Montel. montelnews.com/news/b5c75a3...
Italy balancing market price revisions “damaging” – traders
“These dynamics are distortive and damaging for all operators,” said one, adding that the main issues were unusually large differences between preliminary and final prices and final prices being repub...
montelnews.com
February 9, 2026 at 10:16 AM
Italian TSO Terna has retroactively republished balancing market settlement prices with extreme discrepancies and suffered platform outages, traders told Montel. montelnews.com/news/b5c75a3...
Geothermal energy could replace up to 42% of the EU’s coal and gas-fired power generation, offering a stable, “always on” alternative to fossil fuels at a competitive cost, said energy think tank Ember on Monday. montelnews.com/news/f845734...
Geothermal could replace 42% of EU fossil fuel generation – Ember
Geothermal could replace about 42% of the EU’s coal and gas generation, offering 43GW and roughly 301TWh of firm power at competitive costs, Ember says.
montelnews.com
February 9, 2026 at 8:35 AM
Geothermal energy could replace up to 42% of the EU’s coal and gas-fired power generation, offering a stable, “always on” alternative to fossil fuels at a competitive cost, said energy think tank Ember on Monday. montelnews.com/news/f845734...
French prime minister, Sebastien Lecornu, said he would sign a government order on the country’s energy roadmap to 2035 “at the end” of this week. montelnews.com/news/e724bb8...
Overdue French energy policy to be unveiled this week – premier
The French prime minister will sign the overdue national energy roadmap this week, confirming plans for new nuclear units and stronger offshore wind, solar and geothermal investment.
montelnews.com
February 9, 2026 at 8:34 AM
French prime minister, Sebastien Lecornu, said he would sign a government order on the country’s energy roadmap to 2035 “at the end” of this week. montelnews.com/news/e724bb8...
National governments should use all possible flexibilities in EU rules to lower or remove taxes on electricity to support the bloc’s transition away from fossil fuels, according to an unofficial draft European Commission document. montelnews.com/news/356c7f2...
EC to urge cutting taxes on power to boost demand – draft
The draft non-binding recommendations develop ideas from the EC’s affordable energy action plan published a year ago which identified lowering taxes and levies as an immediate way to reduce prices and...
montelnews.com
February 6, 2026 at 3:18 PM
National governments should use all possible flexibilities in EU rules to lower or remove taxes on electricity to support the bloc’s transition away from fossil fuels, according to an unofficial draft European Commission document. montelnews.com/news/356c7f2...
France will not drastically cut its solar and wind power targets during the next decade, renewable energy lobby leaders said they were told by prime minister Sebastien Lecornu on Friday. montelnews.com/news/c95ce21...
French PM vows “no moratorium” on renewables – lobbies
The heads of SER, France Renouvelables and Enerplan met Lecornu, economy minister Roland Lescure and TSO RTE representatives today as the government prepared to publish its energy roadmap. The long-aw...
montelnews.com
February 6, 2026 at 3:18 PM
France will not drastically cut its solar and wind power targets during the next decade, renewable energy lobby leaders said they were told by prime minister Sebastien Lecornu on Friday. montelnews.com/news/c95ce21...
EU energy regulatory agency Acer has rejected adding a liquidity metric to the conditions for triggering automatic adjustments to price limits in the European day-ahead and intraday electricity markets. montelnews.com/news/4159e0b...
Acer rejects low liquidity trigger for spot power price limits
Acer rejects adding a minimum liquidity trigger for automatic spot price‑limit adjustments, saying current rules suffice to protect orderly price formation.
montelnews.com
February 6, 2026 at 2:23 PM
EU energy regulatory agency Acer has rejected adding a liquidity metric to the conditions for triggering automatic adjustments to price limits in the European day-ahead and intraday electricity markets. montelnews.com/news/4159e0b...
Cold weather is set to grip Germany for at least one more week, prolonging worries about its gas supplies, with the outlook past 16 February “uncertain”. montelnews.com/news/ec6bf81...
Cold continues to grip Germany sparking gas supply fear
Cold weather continues in Germany but gas shortage fears ease as storage sits near 29%; uncertain forecasts and weak renewables keep price risks intact, forecasters say.
montelnews.com
February 6, 2026 at 2:23 PM
Cold weather is set to grip Germany for at least one more week, prolonging worries about its gas supplies, with the outlook past 16 February “uncertain”. montelnews.com/news/ec6bf81...
Norwegian households that have signed up to a fixed electricity price of roughly EUR 34/MWh had higher consumption in January than customers that had not, figures from two of Norway’s largest distributors show. montelnews.com/news/e74dbda...
Fixed Norway price leads to higher power use – grid data
Norwegian households on a fixed EUR 34/MWh price raised January consumption by 5–6 percentage points more than other customers, grid data show, raising concerns about reduced flexibility.
montelnews.com
February 6, 2026 at 2:22 PM
Norwegian households that have signed up to a fixed electricity price of roughly EUR 34/MWh had higher consumption in January than customers that had not, figures from two of Norway’s largest distributors show. montelnews.com/news/e74dbda...
Italy and Algeria are seeking to renew gas supply contracts but flows are set to decline amid Algeria’s ageing infrastructure and weaker Italian demand, analysts told Montel. montelnews.com/news/b69332a...
Italy “has taken what’s possible from Algeria” despite gas talks
Italy and Algeria are negotiating gas supply renewals, but analysts say Algeria’s ageing fields and rising domestic demand mean exports to Italy are unlikely to increase and may fall.
montelnews.com
February 6, 2026 at 2:21 PM
Italy and Algeria are seeking to renew gas supply contracts but flows are set to decline amid Algeria’s ageing infrastructure and weaker Italian demand, analysts told Montel. montelnews.com/news/b69332a...
Guaranteeing the security and reliability of power systems is becoming a “strategic necessity” following major power outages last year, including the Iberian blackout in April, the International Energy Agency (IEA) said on Friday. montelnews.com/news/85406be...
Supply security “strategic necessity” amid blackouts – IEA
This issue required “unwavering attention from system operators, regulators and policy leaders”, the organisation said in its annual electricity report released today. “Outages induced by operational ...
montelnews.com
February 6, 2026 at 11:49 AM
Guaranteeing the security and reliability of power systems is becoming a “strategic necessity” following major power outages last year, including the Iberian blackout in April, the International Energy Agency (IEA) said on Friday. montelnews.com/news/85406be...
Despite a rebound in EU power demand growth – by 2% per annum to 2030 – total electricity use was not expected to return to pre-2022 levels until 2028, said the International Energy Agency (IEA) on Friday. montelnews.com/news/e46e624...
EU power use won’t return to pre-2022 levels for 3 years – IEA
IEA says EU power demand won’t return to pre‑2022 levels until 2028 as renewables surge, with solar and wind set to dominate growth through 2030.
montelnews.com
February 6, 2026 at 10:24 AM
Despite a rebound in EU power demand growth – by 2% per annum to 2030 – total electricity use was not expected to return to pre-2022 levels until 2028, said the International Energy Agency (IEA) on Friday. montelnews.com/news/e46e624...
German TSOs will change how they assess grid connection requests from 1 April, giving preference to a project's maturity over the current first-come, first-served system due to a “disproportionate surge” of applications. montelnews.com/news/1cbd8ae...
German TSOs to prioritise mature projects for grid access
The TSOs – Amprion, TenneT, TransnetBW and 50Hertz – have seen a surge in grid connection requests for large battery storage, data centres and electrolysers, and the new procedure will set criteria to...
montelnews.com
February 5, 2026 at 2:51 PM
German TSOs will change how they assess grid connection requests from 1 April, giving preference to a project's maturity over the current first-come, first-served system due to a “disproportionate surge” of applications. montelnews.com/news/1cbd8ae...
French industrials and TSO RTE have urged tradable contracts to better reflect producers’ solar output profile so consumers can gain from lower prices, they told Montel this week. montelnews.com/news/ff09bd9...
French firms urge tradable contracts to reflect solar output profile
French industry and TSO RTE urge tradable contracts to mirror solar midday output to cut consumer costs, as exchanges consider new 12:00–16:00 solar products.
montelnews.com
February 5, 2026 at 2:51 PM
French industrials and TSO RTE have urged tradable contracts to better reflect producers’ solar output profile so consumers can gain from lower prices, they told Montel this week. montelnews.com/news/ff09bd9...
An influential MEP that handles climate policy on behalf of the European Parliament’s biggest faction on Thursday tempered indications his party favoured weakening the bloc’s carbon market. montelnews.com/news/f6c882a...
Weakening EU ETS would “kill European climate policy” – Liese
“I am strongly against any attack against [the EU ETS],” Peter Liese, environmental lead for the centre-right European People’s party (EPP), told Montel during a press briefing. “There are CEOs in Ger...
montelnews.com
February 5, 2026 at 2:48 PM
An influential MEP that handles climate policy on behalf of the European Parliament’s biggest faction on Thursday tempered indications his party favoured weakening the bloc’s carbon market. montelnews.com/news/f6c882a...
France’s nuclear power modulation – ramping reactors up and down to meet demand and optimise fuel usage – will likely increase by 11% to 35 TWh this year, up from 31.5 TWh in 2025, Kpler power analyst Alessandro Armenia said on Thursday. montelnews.com/news/0ce52b4...
French nuclear modulation to rise 11% to 35 TWh – Kpler
Kpler forecasts France’s nuclear modulation will rise 11% to about 35TWh this year as renewables, notably solar, shift output to midday and force nuclear adjustments.
montelnews.com
February 5, 2026 at 2:38 PM
France’s nuclear power modulation – ramping reactors up and down to meet demand and optimise fuel usage – will likely increase by 11% to 35 TWh this year, up from 31.5 TWh in 2025, Kpler power analyst Alessandro Armenia said on Thursday. montelnews.com/news/0ce52b4...
Swedish utility Vattenfall has started negotiations with the government over terms for building 1.5 GW nuclear capacity in the 2030s, CEO Anna Borg said on Thursday. montelnews.com/news/de71a41...
Vattenfall’s government talks “in full swing” over 1.5 GW nuclear
Vattenfall is in full negotiations with the Swedish government over terms to build 1.5GW of nuclear capacity, CEO Anna Borg tells Montel.
montelnews.com
February 5, 2026 at 2:21 PM
Swedish utility Vattenfall has started negotiations with the government over terms for building 1.5 GW nuclear capacity in the 2030s, CEO Anna Borg said on Thursday. montelnews.com/news/de71a41...
A split-second power cut in Stuttgart on Thursday morning was caused by an employee’s mistake, said German regional grid operator Stuttgart Netze. montelnews.com/news/7c2b6e5...
Employee error caused Stuttgart power outage – operator
A 0.06-second voltage dip in Stuttgart was caused by an employee switching error at a substation, the regional grid operator Stuttgart Netze says; supply was quickly restored.
montelnews.com
February 5, 2026 at 2:20 PM
A split-second power cut in Stuttgart on Thursday morning was caused by an employee’s mistake, said German regional grid operator Stuttgart Netze. montelnews.com/news/7c2b6e5...
A “lack of information” about the causes of the Iberian blackout on 28 April has curbed domestic and foreign investments in Spain’s industry, an association for energy-intensive consumers has warned. montelnews.com/news/984c27b...
“Lack of info” on blackout curbs investment – Spain lobby
“There are many companies that are now reluctant either to invest in Spain or to increase their investments, given the lack of security of supply,” Aege president Carlos Antonio Navalpotro said late o...
montelnews.com
February 5, 2026 at 10:44 AM
A “lack of information” about the causes of the Iberian blackout on 28 April has curbed domestic and foreign investments in Spain’s industry, an association for energy-intensive consumers has warned. montelnews.com/news/984c27b...