Europe's 2026 gas shock and the case for domestic molecules
Dutch TTF gas has almost tripled since February. The price move has turned biomethane from a climate instrument into a question of supply security, and that changes who buys it and why.
Research on Europe's energy transition and the China–Europe corridor: markets, regulation, equipment and trade.


A six-part series on Europe's renewable gas market: how large it has become, what it will take to reach the 2030 target, where the equipment and capital will go, and how the rules shape what a plant can earn.
Next in the series: Biomethane at 8 bcm: how far Europe has come and how far it has to go · 8 November 2026
Dutch TTF gas has almost tripled since February. The price move has turned biomethane from a climate instrument into a question of supply security, and that changes who buys it and why.
Installed capacity grew 17% in a year and investment commitments reached €36 billion. Even if every announced project is built, Europe reaches about half of its 2030 target.
Reaching the 2030 target would require more than four times the current annual build rate. The constraint has moved from feedstock and finance to manufacturing and construction capacity.
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