Europe

report brief Upstream Jun 03

Neste Q3 SAF Hits Record 251kt as Renewable Sales Margin Jumps to $480/t — But BTC Cliff and 4.3x Net Debt Frame the Risk

article Eu Power Jun 03

EU Carbon Reform Could Drag EUA Prices 13% Lower Even As July Review Looms

report brief Eu Power Jun 03

Engie's nuclear EBIT halves to €111m as Belgian reactors leave the merchant book — bearish for captured-price upside, neutral for TTF

report brief Eu Power Jun 03

RWE Q1 prints €1.6bn EBITDA on wind comeback and a one-off Eemshaven payout — trading swings to a loss

report brief Lng Jun 03

Cheniere Q1 2026: All build, no new contracted volume — Corpus Stage 3 carries the growth story

report brief Upstream Jun 03

Equinor pumps record 2.31 mmboe/d as NCS roars, but the cash engine now hinges on TTF, not the wellhead

report brief Upstream Jun 03

TotalEnergies' 116% reserve replacement and Rio Grande Train 4 FID flag supply growth into a soft tape — bearish for 2027 TTF length, supportive of US LNG offtake

article Gas Jun 03

Europe's gas refill stalls as negative TTF spreads kill the injection incentive

report brief Upstream Jun 03

LNG Canada First Cargoes and 52% Cash Payout Define Shell's 2025 — Buyback Pace Is the Tell

outlook brief Eu Power Jun 03

Hydro 18% Below 2025 Is the Summer's Only Real Bid — Curtailment, Not Scarcity, Defines the Continental Tape