EU’s Gas Import Mix: US Remained the Largest Single Supplier
About 11.5% of EU gas imports came from Russia in October (with 6 Charts)
As of October 31, 2025, EU gas storage levels stood at 82.8% of capacity, reflecting a robust injection season. While this marks solid progress, inventories remain below the five-year average, as shown in Figure 1. Withdrawals usually begin in late October or early November, signaling the start of the winter demand season.
On Supply Side, increased LNG and pipeline gas inflows to Europe, combined with weaker competition from Asia, eased spot TTF prices to an average of $10.9/MMBtu in October, down from $11.1/MMBtu in September.