← All briefs
Thursday, 3 September 2026

UK power spikes on US-Iran Hormuz strikes; gas hits 43-month high

Prices rising sharply2027 wholesale: £84.48/MWh

Energy prices are significantly higher than normal right now, mainly because military strikes near a key shipping route in the Middle East have disrupted supplies of gas shipped by sea, and markets are worried there could be even less gas available this winter. Prices are likely to stay high and could go higher over the next couple of weeks unless the situation calms down.

What's affecting prices

  • US military strikes near the Strait of Hormuz blocking gas ships to Europe
  • Iran firing back at US bases — risk of further supply disruption
  • European gas storage running well below where it should be for this time of year
  • UK nuclear power stations expected to produce less electricity through September
  • Gas prices up over 120% compared to a year ago, pushing electricity prices up with them

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 →