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EU energy security · Live market data · Infrastructure tracking

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Last check: 25 Mar

Energy Snapshot — 25/03/2026

TTF Gas Price

46.5

per MWh

+2.4%

7-day avg: €45.8 | 30-day high: €48.2

EU Gas Storage

58.4%

Fill level (EU avg)

-1.2% (1d)

Withdrawal rate: -0.24% / day

Renewables Share

47.1%

Final energy consumption

+1.3% (YoY)

Wind: 22% | Solar 11% | Hydro: 14%

LNG Capacity

160

bcm/year

+2 (YoY)

Utilization: 68% | 12 ships en route

Live Energy Data ActiveIntegrates AGSI (gas storage), ENTSOG (gas network), ENTSOE (electricity grid), Eurostat APIs. Real-time conflict impact analysis.

Supply Risk Signals

Winter buffer risk

UNKNOWN

Rating unconfirmed — no storage data available

Price shock risk

UNKNOWN

Rating unconfirmed — no TTF data available

LNG bottleneck risk

UNKNOWN

Rating unconfirmed — no LNG capacity data available

EU Production Mix

Current EU generation mix estimate · dataset update pending

Renewables

Top Contributors & Details

Germany

Live renewables profile

Wind + solar leader

Wind: ~140 TWh/yr

Solar: ~60 TWh/yr

Hydro: ~25 TWh/yr

↗ +8.2% YoY growth

Spain

Live renewables profile

Wind + solar generation hub

Wind: ~65 TWh/yr

Solar: ~35 TWh/yr

Hydro: ~35 TWh/yr

↗ +12.5% YoY growth

Sweden

Live renewables profile

Hydro + wind backbone

Wind: ~30 TWh/yr

Solar: ~20 TWh/yr

Hydro: ~25 TWh/yr

↗ +6.8% YoY growth

Nuclear

Top Contributors & Details

France

IAEA / fleet data

Largest nuclear fleet in EU

Key plants: Gravelines (5.7 GW), Paluel (5.3 GW), Cattenom (5.2 GW)

Output: ~380 TWh/yr

Fleet maintenance ongoing

Sweden

IAEA / fleet data

High nuclear share

Key plants: Ringhals (2.2 GW), Forsmark (3.3 GW)

Output: ~50 TWh/yr

Stable operation

Finland

IAEA / fleet data

Olkiluoto 3 uplift

Key plants: Multiple reactors

Output: ~30 TWh/yr

Stable operation

Solid fuels

Top Contributors & Details

Poland

Eurostat baseline

Coal-heavy generation mix

Output: ~110 TWh/yr

Type: Hard coal (domestic mines)

↘ -12% YoY (EU phaseout)

Germany

Eurostat baseline

Residual lignite + coal burn

Output: ~85 TWh/yr

Type: Lignite (phasing out)

↘ -28% YoY (EU phaseout)

Czechia

Regional system baseline

Coal still material in mix

Output: ~35 TWh/yr

Type: Mixed coal sources

↘ -20% YoY (EU phaseout)

Gas

Top Contributors & Details

Italy

Gas system profile

Gas-heavy balancing generation

Generation: ~120 TWh/yr

Import sources: Algeria (TAP), LNG terminals

↘ -15% YoY (coal/Russian pivot)

Netherlands

Gas system profile

Gas-fired flexibility and hub role

Generation: ~55 TWh/yr

Import sources: Norway, Gate LNG

↘ -12% YoY (coal/Russian pivot)

Belgium

Market balance profile

Gas backup for tight margins

Generation: ~40 TWh/yr

Import sources: Pipeline + LNG mix

↘ -12% YoY (coal/Russian pivot)

Oil

Top Contributors & Details

Greece

Regional baseline

Island and backup generation use

Italy

Regional baseline

Peaking / backup contribution

Spain

Regional baseline

Residual balancing contribution

Other

Top Contributors & Details

Finland

Eurostat baseline

Biomass and CHP contribution

Sweden

Eurostat baseline

Biomass / waste contribution

Denmark

Eurostat baseline

Biomass and district-energy role

EU Natural Gas Reserves & Storage

MAR 2026 EST.

AGSI · Live data

EU Average

Highest

Lowest

CountryFill levelCurrentPrev wk

Sources: GIE AGSI+, European Commission, Reuters March 2026

Risk, Exposure & Predictive Watch

One consolidated view of chokepoints, highest energy-sensitive conflicts, and forward-looking shock indicators.

Signals driven by conflict feeds

Supply Risk Matrix

Chokepoints & shipping

Hormuz / Red Sea disruptions, insurance spikes, diversions, port delays.

Watch

Watch: tanker diversions, missile/drone incidents, maritime advisories.

Upstream supply

Export outages, OPEC+ posture, sanctions tightening, force majeure headlines.

Watch

Watch: export bans, pipeline outages, quota shifts, enforcement actions.

LNG logistics

Terminal utilization, reroutes, competition with Asia, regas bottlenecks.

Watch

EU LNG buffer: —. Watch congestion + spot premiums.

Power system stress

Gas burn sensitivity rises when hydro/wind underperform; nuclear outages amplify tightness.

Watch

Gas share in EU production mix: 15.7% (structural sensitivity).

Conflict-Driven Exposure

Iran War
Score 88

Hormuz blockade risk; Brent crude above $120; global shipping insurance tripled; EU gas +40%. The Strait of Hormuz is a critical chokepoint for 20% of global oil and 25% of global LNG.

Ukraine War
Score 62

EU energy independence largely achieved; Russian sanctions evasion; prices remain elevated. Expiry of transit links forces Central Europe to rely on reverse flows.

Taiwan Crisis
Score 58

Semiconductor supply risk; TSMC produces 90% of advanced chips. A blockade would sever tech supply chains and trigger shipping and LNG volatility across Asia.

Energy Shock Watch

Shipping Lane Risk

  • Hormuz/Red Sea: 25% of global LNG passes here.
  • Insurance Premiums: Early warning for supply-chain rerouting.
  • Cape of Good Hope: Diversions add 10-14 days to transit.

Infrastructure Sabotage Risk

  • Pipeline Vulnerability: Subsea and terminal infrastructure remains fragile.
  • Grid Stress: Cyberattacks or peak winter demand can localize blackouts.
  • LNG Terminals: Newly expanded FSRU security remains critical.

Second-Order Impacts

  • Industrial Curtailment: High gas prices squeeze energy-intensive sectors.
  • Food Security: Fertilizer production cuts feed directly into prices.
  • Logistics Inflation: Diesel and bunker fuel costs cascade into consumer goods.

Conflict → Energy → Human Impact Chain

1. Trigger Layer

  • Chokepoints (Hormuz/Red Sea) and pipeline/terminal strikes are the fastest shock triggers.
  • Sanctions tightening + enforcement headlines move expectations before physical shortages.
  • Current top exposure: Iran War (score 88).

2. Transmission Layer

  • TTF: unavailable (use storage + conflict triggers as early warning).
  • EU storage: unavailable (prioritize country-level buffers).
  • LNG capacity: ~160 bcm/year (reference · 2025).

3. Real-Economy Layer

  • Household bills rise fast; transport + food inflation follow (diesel + fertilizer pass-through).
  • Industry curtailment risk (chemicals, metals, ceramics) becomes jobs + competitiveness pressure.
  • EU levers: storage mandates + joint procurement; demand response; targeted industrial support; sanctions design.

Live Energy-Linked Conflict Headlines

No geopolitics headlines matched energy-linked conflicts yet.

Targets Progress Tracker

Major Gas Pipeline Corridors

CorridorRouteCapacityStatus

Key LNG Import Terminals

TerminalCountryCapacityStatus

Total EU LNG capacity: ~160 bcm/year (2025)

Country Energy Profiles

Country system posture, import exposure, storage context, and transition direction.

DE

Germany

🇩🇪

Storage / buffer

System posture

Wind-led

Primary sources

WindCoalGasSolar

Nuclear

0% — nuclear phaseout completed April 2023

Renewables

~53% (2024)

Import dependency

~95% of gas imported; ~100% of oil imported

Vulnerability

High gas import dependence (was ~55% Russian pre-2022)

Policy direction

Nuclear phaseout completed 2023; accelerating renewables + LNG terminals

FR

France

🇫🇷

Storage / buffer

System posture

Nuclear-led

Primary sources

NuclearHydroWindGasSolar

Nuclear

~65-70% of electricity; 56 reactors

Renewables

~24% (2024)

Import dependency

Fully import-dependent for fuel; low carbon generation reduces fossil needs

Vulnerability

Nuclear fleet aging; maintenance outages create tight margins

Policy direction

Extending nuclear + new EPR builds; offshore wind expansion

BE

Belgium

🇧🇪

Storage / buffer

System posture

Nuclear-led

Primary sources

NuclearGasWindSolar

Nuclear

~45% of electricity; 2 reactors extended to 2035

Renewables

~18% (2024)

Import dependency

100% import-dependent for primary fuels

Vulnerability

High gas price exposure; nuclear extension debate; LNG terminal reliance

Policy direction

Gas storage ~—%; nuclear lifetime extension + gas backup

NL

Netherlands

🇳🇱

Storage / buffer

System posture

Gas-led

Primary sources

GasWindCoalSolar

Nuclear

Minimal (1 reactor); planning new builds

Renewables

~16% (2024)

Import dependency

Major LNG hub; Groningen field closed 2023

Vulnerability

Gas transit hub = exposure to supply shocks

Policy direction

Offshore wind scale-up; 2 new nuclear reactors planned

PL

Poland

🇵🇱

Storage / buffer

System posture

Coal-led

Primary sources

CoalWindGas

Nuclear

0% (first nuclear plant under construction)

Renewables

~20% (2024)

Import dependency

Coal phaseout under EU pressure; first US LNG deal 2025

Vulnerability

Coal-heavy = high carbon costs; gas import diversification ongoing

Policy direction

Coal phaseout under EU pressure; first nuclear plant ~2033; wind + solar acceleration

IT

Italy

🇮🇹

Storage / buffer

System posture

Gas-led

Primary sources

GasHydroWindSolar

Nuclear

0% (post-referendum)

Renewables

~40% (2024)

Import dependency

~90% gas imported; Algeria + LNG terminals

Vulnerability

High gas burn for electricity; price-sensitive

Policy direction

Renewable scale-up; gas diversification via TAP pipeline + LNG

ES

Spain

🇪🇸

Storage / buffer

System posture

Wind-led

Primary sources

WindSolarHydroGasNuclear

Nuclear

~20% of electricity; 7 reactors

Renewables

~50% (2024)

Import dependency

LNG imports (Algeria, Nigeria, Qatar)

Vulnerability

Iberian exception = gas price cap (2022-2023)

Policy direction

Renewable leader; hydrogen ambitions; nuclear extension debate

AT

Austria

🇦🇹

Storage / buffer

System posture

Hydro-led

Primary sources

HydroWindGas

Nuclear

0% (constitutional ban)

Renewables

~80% (2024)

Import dependency

Gas import-dependent (was ~80% Russian)

Vulnerability

High Russian gas dependence pre-2022; storage buffer critical

Policy direction

Hydro + wind; gas diversification via LNG + pipeline reroutes

DK

Denmark

🇩🇰

Storage / buffer

System posture

Wind-led

Primary sources

WindSolarBiomass

Nuclear

0%

Renewables

~80% (2024)

Import dependency

North Sea gas producer; wind export leader

Vulnerability

Low (net energy exporter)

Policy direction

100% renewable target by 2030; offshore wind expansion

HU

Hungary

🇭🇺

Storage / buffer

System posture

Nuclear-led

Primary sources

NuclearGasSolar

Nuclear

~45% of electricity; Paks plant expansion (Russian-built)

Renewables

~14% (2024)

Import dependency

~85% gas from Russia; oil pipeline dependence

Vulnerability

Highest Russian energy dependence in EU

Policy direction

Paks II nuclear expansion (Rosatom); solar growth

SE

Sweden

🇸🇪

Storage / buffer

System posture

Hydro-led

Primary sources

HydroNuclearWind

Nuclear

~30% of electricity; 6 reactors

Renewables

~60% (2024)

Import dependency

Low (net exporter)

Vulnerability

Electricity price zones = north-south tension

Policy direction

Reversed nuclear phaseout; new builds planned; wind expansion

FI

Finland

No underground storage — LNG terminal buffer

🇫🇮

Storage / buffer

LNG-backed

System posture

Nuclear-led

Primary sources

NuclearHydroBiomassWind

Nuclear

~40% (Olkiluoto 3 online 2023)

Renewables

~45% (2024)

Import dependency

Cut Russian gas 2022; LNG terminal operational

Vulnerability

Reduced after Olkiluoto 3 + LNG diversification

Policy direction

Nuclear + renewables; energy independence from Russia achieved

Data Sources

AGSI+

EU gas storage

Open source

ALSI / GIE

LNG terminals

Open source

Eurostat

Energy statistics

Open source

ENTSO-E

Electricity generation

Open source

ENTSOG

Gas network

Open source

EIA

Gas price references

Open source

Energy Monitor

Energy news feed

Open source

OilPrice

Oil & energy market feed

Open source

Reuters

World / energy headlines

Open source

Politico Europe

EU policy feed

Open source

EURACTIV

EU sector coverage

Open source

GDELT

Conflict event monitoring

Open source

ReliefWeb

Humanitarian updates

Open source

EEAS

EU external action

Open source

EU Council

Official EU policy feed

Open source

IAEA / PRIS

Nuclear fleet reference

Open source