European Energy Market Research & Live Trackers
Everything the Voltstack Intelligence desk publishes: live, citable data trackers on EU gas storage and power statistics, trade theses grounded in primary feeds (ENTSO-E, GIE AGSI+, ENTSOG), structural analysis and geopolitical scenario work.
01 — Live Trackers & Reference
Continuously updated, citable data pages
LIVE TRACKER
EU Gas Storage Tracker: Winter 2026/27 Readiness
Live EU gas storage by country from GIE AGSI+ versus the year-ago base, the five-year average and the fill Europe needs before winter.
LIVE DATA
Norway Gas Flows Today: Exports and Maintenance
How much gas Norway is sending to Europe, by landing point, against last year and the five-year average, with open Gassco outages and a CSV.
LIVE DATA
LNG Send-Out in Europe This Week, by Country
Weekly EU LNG send-out from GIE ALSI+ by country and terminal, against the same days last year and the five-year average, with capacity use and tank levels.
LIVE TRACKER
Days of Gas in Europe: Live EU Storage Cover
EU storage in days: at the past week's net withdrawal, at the ten-winter pace and at maximum withdrawal, against last year and the five-year average, for every AGSI+ country.
LIVE TRACKER
UK Gas Storage Today in Days of Gas
Britain's measured storage from National Gas, in days of demand and at storage's own pace, with the nine sites and what happened to Rough.
LIVE TRACKER
Germany Gas Storage Today vs Last Year
German storage against last year, the five-year average and the legal fill targets, with every site including Rehden.
LIVE CALCULATOR
Clean Spark Spread: Germany, Netherlands, UK
Live German and Dutch day-ahead power by the hour, priced against your own gas and carbon marks, with the UK Carbon Price Support version and the method in full.
LIVE DATA
Germany Gas Storage History by Year Since 2011
How full German storage was in every year since 2011: peaks, troughs, 1 November and 1 February fills, winter draw, record lows by date, the largest sites and the legal targets.
LIVE MAP
EU Gas Storage Map: Live Fill Levels by Country
How full storage is in every country GIE AGSI+ reports, on a live map and table against last year and the five-year average.
LIVE REFERENCE
European Gas & Power in Numbers: 50+ Live Statistics
Live storage and negative-price hours by bidding zone, plus the 2025 generation mix, sourced and dated.
RATINGS
Best European Energy Data APIs & Terminals (2026)
Ratings of 15 APIs and terminals for European gas, power, storage and weather data, with licence notes. Reviewed 24 Sep 2026.
RATINGS
2026 European Gas & Power Data Provider Ratings
24 data providers, analytics platforms and alternative-data vendors rated with indicative pricing.
02 — Trade Theses
Positioning ideas grounded in live data
TRADE THESIS
Dry until May: the curve bets on a fast spring fade
Southern Norway enters winter with its second-lowest reservoirs since 1995, and Euronext prices Oslo's premium over Stockholm to fall from €44.77 in Q1-27 to €31.30 in Q2-27. A small paper idea against a fast spring fade, with the history scaled both ways and the case against it.
TRADE THESIS
The Deliverability Cliff: Fill Percent Counts Molecules. Winter Runs on Sendout
Storage cannot deliver nameplate withdrawal at low inventory. The index nobody publishes, backfilled 11.6 years: every winter trough lands in late March, and this winter opens nearer the 2018 record than any since the crisis. The trade is the intra-winter shape.
TRADE THESIS
The Second Bill: Europe Skipped Its Refill. 2027 Pays for It
The 2026 refill failed on economics and the softened mandate removed the forced buyer - so the deficit rolls into the storage obligation's final year, while Summer-27 TTF is priced as aftermath. Long the 2027 refill leg.
TRADE THESIS
The Empty Auction: Nobody Will Pay to Store Europe's Winter
Three failed Rehden auctions, a negative seasonal spread and a live AGSI+ corridor: the winter buffer is built by obligation, not economics. Long TTF Q1-27 against Cal-27.
TRADE THESIS
One Sun, Ten Prices: The Capture-Rate Divergence Trade
France captured 9.5% of baseload in April while GB is forecast near 97% for December: a seven-to-tenfold gap in what the same solar MWh earns, and the trade is owning the spread.
TRADE THESIS
Priced Like 2021, Filed Like 2022: The French Winter Premium
French Cal-27 baseload priced on a solid-nuclear assumption while the filing-derived availability curve says otherwise.
TRADE THESIS
The Relief That Never Arrived: Hormuz LNG Positioning vs Flows
Funds cut TTF net longs to a three-month low while Qatari LNG loadings ran near 20% of pre-war pace.
TRADE THESIS
Short the Calm: Summer–Winter TTF Spread into a Thin Winter
Why a thin-storage winter is underpriced by the calendar spread.
TRADE THESIS
Solar Capture Price Trade Thesis 2026
Germany's 117 GW of solar at a 50.6% value factor: why installed capacity hides both physics and market-timing risk.
03 — Structural Analysis
Long-horizon drivers of European gas and power
INSTRUMENT NOTE
When Winter Becomes Knowable: An Index Tested Against Eleven Winters
Method and data record, no market call. On what date does a storage deliverability reading start to explain the March trough? Nine full winters: 0.05 on 15 September, 0.43 on 10 December, 0.50 on 28 December, and still no threshold that separates the bad winters from the good.
STRUCTURAL
AI & Data Centres: Europe's Baseload Gas Demand Floor
How 36 GW of FLAP-D data-centre demand by 2030 locks in a structural European gas burn.
STRUCTURAL
Grid Bottlenecks: Europe's Most Underpriced Gas Demand Driver
How grid congestion costs and curtailed renewables create a structural TTF floor.
STRUCTURAL
Correlated Catastrophe: Europe's Most Mispriced Energy Tail Risk
Why hydro, nuclear and wind fail together in blocking weather patterns, leaving gas as the sole backstop.
EXPLAINER
Why European Power Prices Track Gas
Merit-order pricing explained: gas generates under 20% of EU electricity yet sets the price most hours.
04 — Geopolitical Scenarios
Supply-disruption modelling
SCENARIOS
South Pars & Strait of Hormuz: TTF Scenario Analysis
Multi-vector supply-disruption analysis for TTF pricing, EU storage and LNG supply.
SCENARIOS
Isfahan & Khorramshahr Gas Facility Strikes
Damage scenarios for Iranian gas processing and trunk pipelines, and implications for Turkey and the Mediterranean.
SCENARIOS
IRGC Wave 100: Gulf Energy Escalation
Flash analysis of strikes on 25 Gulf energy facilities, with TTF, JKM and European power scenarios.
SCENARIOS
Kapotnya, Again: Physical Panic, Paper Calm
The Moscow refinery strike removed no barrels. Prompt crude and diesel carry the stress; for gas the winter premium is a storage fact. Four scenarios, positioning, watchlist.