Stress Testing the Future: Europe Under Russian Gas and Trump Tariff Uncertainty

In this Subscriber Webinar, we will share our analysis on Europe’s decoupling from Russian gas and the Trump administration’s tariffs and compare these results to our Central forecast, which underpins our April 2025 Power & Renewables Market Forecasts.

The webinar will focus on multiple scenarios testing the sensitivity of key regional gas prices under two major uncertainties, presenting:

• Two forward-looking scenarios: one where Ukraine transit flows never return, and one where Russian gas imports resume via idle pipelines and lifted LNG sanctions
• The impact of the Trump administration’s swiftly shifting tariffs on regional economic growth and global energy markets

If you have any questions, please get in touch with Alex Hutcheson, our Senior Commercial Associate.