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Monday, 10 August 2026

UK power steady near spot; gas elevated on Hormuz/LNG supply crunch

Prices broadly stable2027 wholesale: £84.48/MWh

Energy prices are noticeably higher than they were a year ago, mainly because a conflict in the Middle East has been disrupting gas supplies from the Persian Gulf, leaving Europe with less gas stored for winter than normal. Prices may ease a little if peace talks succeed, but expect them to stay high and sensitive to news for the next couple of weeks.

What's affecting prices

  • Middle East conflict has cut global gas supplies, pushing gas and electricity prices much higher than a year ago
  • Europe has less gas in storage than normal for this time of year — the lowest in nearly 20 years — making the market nervous about winter
  • Peace talks between the US and Iran have reached an advanced stage, which could ease gas prices if a deal is struck
  • Less wind and hotter-than-usual weather in recent weeks has pushed electricity demand up and cut cheap renewable power
  • Cross-Channel electricity cables are being restricted by the grid operator, reducing the amount of cheaper European power that can flow into the UK

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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