ŚWIAT

Europe faces historic gas shortage ahead of winter

Analiza

At the start of August 2026 European gas storage levels fell to 57 % of capacity, the lowest figure for this time of year since 2009, according to data cited by RMF24. Equinor’s chief executive warned that while the company expects winter inventories to exceed 70 %, the actual level could be considerably lower if weather conditions turn cold. The Norwegian state‑controlled group supplies roughly 20 % of the gas consumed in the EU and the UK and accounts for almost two‑thirds of Norway’s total gas exports, making its outlook crucial for European energy security. Simultaneously, unusually low water levels in the Rhine and Danube threaten the cooling supply for nuclear power plants, potentially curbing nuclear output at a time when demand for gas‑fired generation is rising. The combination of reduced nuclear generation and dwindling storage forces Europe into direct competition with Asia for spot LNG cargoes, where price will become the decisive factor. Recent geopolitical tensions with Iran have further strained supply routes, adding another layer of uncertainty to the continent’s energy picture.

Kontekst i Tło

If a cold winter materialises, Europe could face sharply higher gas prices and the risk of supply shortages, pressuring households and energy‑intensive industries alike. Policymakers are likely to accelerate diversification efforts, boosting investments in renewables, hydrogen and storage infrastructure to reduce reliance on imported gas. The looming competition with Asian buyers for LNG may push spot prices to record levels, eroding profit margins for gas‑fired power plants and prompting a reassessment of their role in the energy mix. Geopolitical friction with Iran could trigger additional supply disruptions, prompting the EU to consider strategic reserves and tighter import controls. In the longer term, the crisis underscores the urgency of completing the European Green Deal and achieving greater energy independence before the next winter season.

Komentarz Redakcji

The alarm is not just a headline—it signals a systemic fragility that Europe has ignored for too long. Without decisive action, the continent risks trading comfort for crisis every winter.