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Monday, 27 April 2026

UK power bullish near-term; Hormuz risk vs. nuclear outages offset mild wind softness

Prices edging higherCal-27 wholesale: £79.09/MWh

What's affecting prices

  • Strait of Hormuz near-closure disrupting ~20% of global LNG supply; US-Iran talks stalled
  • Heysham 1-1 (130-day planned) and Heysham 1-2 (unplanned) nuclear outages constraining GB generation
  • UK temperatures forecast slightly below seasonal norm this week, supporting gas heating demand
  • NBP front-month ~111p/therm (24 Apr) remains ~42% above year-ago levels despite recent pullback
  • E.ON Next Jul-26 price cap forecast raised to £1,824 (from £1,641), signalling persistent wholesale cost pressure

Wholesale pricing based on ICE forward settlements; non-commodity charges from NESO, LCCC, Ofgem and DNO publications. Indicative only — not financial advice.

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