European Gas

European Gas Advisory Service helps unravel the complexities of the European gas market so you can make informed business decisions. Our experts back cutting-edge knowledge of market forces and political developments with comprehensive data to give you the most current, accurate picture of the European gas landscape, providing insight into the critical factors that will contribute to success in the industry. 

As a subscriber, you will be able to:

• Receive the latest on fundamentals:
  • European Gas Watch
  • European Gas Market Briefing
  • Competitive Fuel Price Report
  • European Gas Hub Tracker
  • European Storage Watch
• Receive our strategic reports on the Big Questions:
  • Will the structural oversupply of gas in the European market continue?
  • What will be the impact of contract renegotiations on the European gas market?
• Download key industrial statistics from our Data Center:
  • Continually updated historical figures and our outlooks for price, supply, demand and production capacity
  • Heating and cooling-degree days
  • Supply projects inventory
  • Storage Tracker—gas storage utilization
  • Country profiles
• Call our research staff to interpret complex data and find answers to uncommon questions

Benefits:

European Gas Advisory Service enables you to:

• Understand the competitiveness of gas versus coal and oil products
• Improve understanding of difficult-to-research European storage markets by exploring flexibility requirements
• Anticipate new pipeline and LNG supply investment opportunities 
• Evaluate the outlook for gas price dynamics and the development of different pricing mechanisms: spot markets, prices linked to oil or other fuels, and innovative pricing options.  
• Assess the opportunities and risks created by changes in European energy regulation and examine the impact on European gas supply and pricing.  
• Weigh the trade-offs between environmental, energy efficiency and security goals

Subscribers to European Gas receive:

Fundamentals reports:

• European Gas Watch:
  • Semiannual
  • Insight on key business trends and critical issues affecting the European gas market
  • Long-term outlook to 2035:
    • Demand at national level and national supply balances for 36 EU countries
• European Gas Market Briefing:
  • Monthly
  • Market fundamentals forecasts 
  • Commentary on short-term to medium-term market drivers
  • Outlook to 2015:
    • Demand at national level and national supply balances
    • Price and spark spread outlooks
• Competitive Fuel Price Report:
  • Quarterly
  • Compares competitiveness of gas versus coal, oil and oil products (including prices and macroeconomic data)
  • Price forecasts for 8 traded markets and 7 oil-linked contracts
• European Gas Hub Tracker:
  • Quarterly
  • Analyzes traded volumes and liquidity at main trading points
  • Provides insight into regulatory and other changes affecting liquidity
• European Storage Watch:
  • Annually
  • Analyzes storage utilization and outlook to 2035
  • Reports on national storage balance—existing storage, planned new storage and requirement for storage and  national equipment for long- and short-term flexibility

Strategic reports:

• Private Reports and Decision Briefs based on research driven by the IHS CERA Big Questions. Corporate leaders, investors, policymakers, and energy users rely on our answers to these questions to guide decisions that shape the industry's strategic future.

Data center:

• Country-level historical gas demand, supply and price to 2035 (quarterly)
• Country-level historical gas demand, supply and price to 2015 (monthly)
• Country-level natural gas end-user prices (quarterly)
• Heating and cooling degree-days (quarterly)
• Supply projects inventory (monthly)
• Storage Tracker analysis of gas storage utilization (monthly)
• Country profiles (annual)
  • Analysis of key market and regulatory developments
  • Detailed data on gas production, consumption, imports and exports in all European countries
  • Changes in supply and demand fundamentals 
  • Wholesale price forecasts for major energy markets
  • Environmental policies

Event invitations:

• Exclusive client-IHS CERA expert gatherings
• Seats at IHS CERA spring and fall Executive Roundtables
• CERAWeek, IHS CERA Executive Conference, held annually in Houston - for an additional fee  

Subscribers receive Private Reports and Decision Briefs based on research driven by the Advisory Service's Big Questions including:

• Will the structural oversupply of gas in the European market continue?
• What is the future value of natural gas relative to oil, or coal?
• Will natural gas continue to have a primary role in power generation?
• Can a single continental European hub emerge? How will liquidity develop in continental European spot markets?
• How are the credit crisis and the economic downturn changing the European gas industry?
• Can Europe achieve its goal of increased supply security? 
• What could be the impact of potential shale gas plays on the continent?

Subscribers also receive access to our extensive research archives, available in English, Russian and Chinese, including:

• First Steps Toward a New Balance: Following a historic recession, collapsing gas demand, and severe oversupply in European natural gas markets, the first tentative steps toward balance are evident in 2010. IHS CERA does not expect a rapid move back to a tighter gas market, and the gap between oil-linked contract prices and liquefied natural gas–influenced spot prices will persist through 2010. But for now mere stabilization will represent a major shift after the turmoil of 2009. This report investigates the key drivers behind rebalancing.
• Bursting the Bubble: The Impact of Contract Renegotiations on the European Gas Market. Reports of renegotiated price formulas in long-term contracts for European gas supply have attracted considerable attention. This report focuses on the sustainability of oil indexation, and specifically whether the introduction of spot price elements to long-term contract formulas represents the first step toward full-fledged spot pricing in Continental Europe.
• The First Fissures: How Will the European Energy Industry Respond to a Global Downturn? The uncertainties caused by the recent financial turbulence have now resolved into the clear acknowledgment that Europe and the rest of the world are in recession. Companies with solid balance sheets have a clear competitive advantage over their smaller competitors, which could bring further consolidation of the industry. Growing government involvement in the marketplace may lead to tension with industry as the implications for corporate decision making become apparent. The impact on the European energy industry is likely to be broad and multifaceted.
• Shaping the Future: European Gas Storage and the Growing Demand for Flexibility. Investments to bring large volumes of new natural gas supply to Europe currently dominate industry focus. However, as gas demand grows and as flexible indigenous production is replaced by base-load imports, there is an additional requirement for flexibility to provide seasonal shape to meet consumption requirements. As a result, there are already significant investment plans to increase storage capacity. Depending on the flexibility of the new gas supplies, however, these planned projects could exceed the need for them.
• Europe's Gas Hubs Show Slow but Steady Development. A number of initiatives to drive liquidity in the spot gas markets of Europe have occurred over the past year. In Germany zone mergers and changes to balancing rules were designed to make it easier for market participants to buy, sell, and transport gas around the country. France also instituted its own mergers between zones. At the time these initiatives were not expected to have an overnight impact. In this review of how liquidity has evolved over the past year, we follow developments in the main European Gas traded markets, providing participants with a summary of how volumes are evolving and key regulatory or market changes that may influence hub development.   

• Shankari Srinivasan, Managing Director
• Simon Blakey, Senior Associate
• Andy Barrett, Senior Associate
• Ian Wybrew-Bond, Senior Associate
• Robert Fraser, Director
• Catherine Robinson, Director
• Cécile David, Associate Director
• James Taverner, Associate Director
• Rebekah Bostan, Associate
• Anastasia Chinyaeva, Associate
• Soufien Taamallah, Associate
• Sareena Patel, Research Associate
• Erkki Adourian, Associate
• Giacomo Boati, Associate Director
• Federico Ferrario, Associate