← All briefs
Thursday, 16 July 2026

UK power near 3-month highs as Hormuz LNG fears and nuclear outages bite

Prices rising sharply2027 wholesale: £84.48/MWh

Energy prices are noticeably higher than normal right now, mainly because fighting in the Middle East is threatening the ships that carry gas to Europe, and several UK and French power stations are shut for repairs at the same time. We expect prices to stay high or push even higher over the next week or two unless the shipping situation calms down or more wind arrives.

What's affecting prices

  • Middle East conflict is slowing gas tanker shipments to Europe via the Strait of Hormuz
  • Several UK nuclear power stations are shut for maintenance at the same time
  • France is producing less electricity from nuclear plants due to summer heat affecting river cooling water
  • Europe's gas storage tanks are much less full than usual for this time of year — about 24 percentage points below the five-year average
  • Light winds and dry, settled weather across the UK this week are reducing wind and hydro power output

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

☀️ Free · No card · Unsubscribe anytime

Get the daily UK energy brief

Every morning at 06:30, Lobster reads the market and sends you a plain-English summary of what moved overnight and what it means for your clients. Free, forever.

Already a subscriber? Start a full trial instead →