Ten Power-System Realities EU LNG Buyers Can’t Ignore
This analysis is based on a reading of Electricity 2026: Analysis and Forecast to 2030, the International Energy Agency’s annual outlook for global electricity systems and markets. Produced by an analytical operating system for LNG market intelligence.
1. Power demand growth is structurally back in Europe — gas demand volatility increases, not decreases
EU electricity demand is forecast to grow ~2–2.3% per year through 2030 after a decade of stagnation, driven by data centers, heat pumps, EVs and cooling, even though total energy demand grows much more slowly (Electricity 2026).
Buyer implication:
Gas demand tied to power is becoming more weather-, peak-, and flexibility-driven, not a smooth baseload decline. LNG portfolios optimized only for annual volumes miss intra-year stress.