Insights > Analysis > DATA DIVE: Asia gas premium over Europe to filter in support for EUAs, say analysts

DATA DIVE: Asia gas premium over Europe to filter in support for EUAs, say analysts

Published 16:02 on March 27, 2026 / Last updated at 16:02 on March 27, 2026 / / Asia Pacific (Asia), EMEA (Compliance Markets & Taxes, Europe), Insights (Analysis, Data Dives), Net Zero Transition (Power/Electrification)

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Increased demand for LNG from Asian buyers should squeeze European natural gas prices, boost coal in the EU power mix, and feed some support for EUAs over the spring and summer, according to analysts, though any fuel switching demand from electricity production would also likely come in the face of a tough conditions for industrials amid high energy costs.
Increased demand for LNG from Asian buyers should squeeze European natural gas prices, boost coal in the EU power mix, and feed some support for EUAs over the spring and summer, according to analysts, though any fuel switching demand from electricity production would also likely come in the face of a tough conditions for industrials amid high energy costs.


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