Webinar on demand: See the shift before the market does

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Watch on demand.

Power Market Outlook: Anticipate Market Moves Earlier

Markets move when forecasts change, not when they are published. In Q1 2026, every major European and Asian power market was hit by simultaneous structural shifts: a 30 TWh Nordic hydro deficit, 20% of global LNG supply disrupted overnight, balancing market reform in Japan, and negative prices spreading beyond Germany. The traders who moved first moved on better information.

This five-part expert series gives you the analysis behind the signals, and connects it directly to the forecasting edge that makes earlier action possible.

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Five markets. Five structural shifts. All on demand.

Each session is a 60-minute-deep dive by the analysts who model these markets daily. No generic commentary, only the market-specific drivers, short-term signals, and structural changes that matter to your positions.

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Fuels: LNG, coal & carbon in a disrupted supply worldl

Speakers:Espen Andreassen, Bjørn Inge Vik, Guillaume Perret

Key themes:

  • 20% of global LNG supply disrupted, how global demand destruction is absorbing the shock
  • Coal's strategic resurgence: Taiwan, South Korea, Japan switching back, security of supply wins
  • Europe's 90% GHG target enshrined in law, carbon pricing realigning with fundamentals
  • Germany onshore wind: +30 TWh upside revision since January, structural shift locked in

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Continental Europe: Three shocks that rewrote the Q1 playbook



Speakers: Silvia Messa, Michael Schrettle, Evelina Mitrofan, Silje Eriksen Holmen

Key themes:

  • Nordic 30 TWh hydro deficit, a 15-year low with price implications extending into 2027 
  • Iberia's price collapse: €16/MWh baseload, storm surplus, 52 GW solar now live 
  • South-East Europe's hidden constraint: Romania's grid bottleneck becomes CORE's 2nd highest shadow price 
  • Germany flips to net exporter; French nuclear at 33 TWh stabilises the continent 

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UK: Grid, storage and the evolving intraday landscape 

Speakers: Tasmin Chowdhary, Cynthia Grainger, and a guest speaker from Quorum

Key themes:

  • UK power market structure and balancing mechanism dynamics post-reform
  • Battery storage growth and its measurable impact on intraday spreads
  • Gas supply security: North Sea outlook and Iran conflict exposure

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Japan: Balancing market reform, LNG exposure & the new carbon era

Speakers: Silvia Messa, Fumi Kumagai, Zaheer Ahamed, Bjørn Inge Vik

Key themes:

  • JKM at $16/MMBtu, Japan's indirect Qatar exposure in a structurally tighter global market
  • 30-min balancing reform live: Tertiary-2 prices up +250%, intraday opportunity set transformed
  • Central AC loop activated, Chubu–Kansai flow modelling requires urgent update
  • GX-ETS mandatory from April 2026: carbon cost now structural for all thermal generation

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Nordics: Hydro deficit, solar surge & hyper-local negative prices 

Speakers: Tor Reier Lilleholt, Gro Klæboe, Ferdinand Lindal

Key themes:

  • 30 TWh hydro deficit at 15-year low, balance impact runs into 2027
  • Solar and wind growth underpriced: stronger downward summer pressure than consensus expects
  • NO4 leads all of Europe in negative 15-minute intervals, ahead of Germany
  • Iran conflict: market may be overstating summer gas risk premium relative to renewables downside

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Translate insight into decision

The analysis in this series is not retrospective. Every insight connects to a live decision: which position to hold, which intraday window to watch, which forward contract is mispriced. Here is what each audience takes away.

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Power traders: Intraday & day-ahead

  • Earlier detection of forecast shifts in 0–48h window 2027

  • Balancing market regime changes and new arbitrage windows

  • Cross-border congestion dynamics driving intraday spreads

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Portfolio managers: Asset & risk management

  • Forward curve context grounded in fundamentals

  • Gas price, weather year & geopolitical scenarios

  • Carbon compliance cost shifts (GX-ETS, EU-ETS)

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Market analysts: Research & strategy

  • Quantified regional price drivers

  • Grid topology and flow modelling updates

  • Renewable penetration per zone

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"The combination of geopolitical uncertainty with fuel prices, together with the new fiscal year and the revision of bilateral contracts moving to spot, that really changed the dynamics in the market."

Fumi Kumagai
· Senior Market Expert, Japan Power · Volue 

"Non commodity costs are set to rise in the near term network investment, TNUoS grid charges, and balancing costs are all heading upwards. There is really not much flexibility to curb them." 

Tasmin
  ·  Market Analyst, Power & Gas  ·  Volue UK Market Expert 

Volue AI Weather Rapid Updates.

See the shift before the market does
Volue's AI Weather Rapid Updates delivers up to 24 forecast updates per day with data freshness within 1.5–2.5 hours, enabling earlier detection of market-moving changes and more confident short-term decision-making. The same signal our analysts used across all five webinar sessions.

Learn more: AI-Weather Hourly Updates – Volue