European Onshore Gas Opportunities

Why Now?

Supply disruption

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Disruption of traditional Russian supply
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Middle East instability and LNG uncertainty

Turning points

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The German crisis – collapse of Uniper
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The Spanish blackout – April 2025
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Driving a renewed focus on European domestic gas

Gas demand is growing in Europe

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+9% per annum, or 25 billion cubic metres/yr
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+20% gas-to-electricity conversion in 2024/25
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−7% renewable energy sources in 2025
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+20% LNG imports, year on year

Supportive pricing environment –+$15/MCF

Favourable business environment

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European energy security now a priority
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Restrictive development policies rescinded
European Gas Map

Southern European Natural Gas Supply Network