EU ministers face deadlock over heat aid for 50 million Europeans
Wholesale gas near €100 per megawatt-hour and storage at 75% have sharpened pressure before winter, with compromise talks expected in December.

EU energy ministers failed to agree on consumer-protection measures at an Oct. 29 Luxembourg meeting, a Nov. 3 Euronews news report said, as Dan Jørgensen warned nearly 50 million Europeans cannot adequately heat homes.
The dispute centres on affordability rather than physical scarcity: wholesale gas prices climbed to nearly €100 per megawatt-hour, the highest level since 2022, while EU storage was 75% full on Oct. 26, down from 83% last year.
The EU does not expect oil or gas shortages, the report said. The immediate risk is that higher energy costs make basic utilities unaffordable for households during the winter heating season.
Ministers split over a European Commission proposal to raise gas taxes to promote green energy. Thirteen countries, including Germany and Italy, demanded its withdrawal, citing the burden on low-income citizens.
The meeting also examined changes to electricity network charges, the fees consumers pay for building, operating and maintaining power grids. Those charges account for about a quarter of the average EU household electricity bill.
The Commission proposal, introduced on July 17, seeks to make grid costs more transparent and efficient. It would encourage operators to get more from existing infrastructure through smart meters, digital systems and improved management, rather than relying only on new construction.
The plan could also steer households and businesses away from peak-hour electricity use. Charging an electric vehicle overnight instead of in the early-evening peak was cited as a way to lower network charges and reduce grid pressure.
Europe’s exposure reflects the loss of Russian pipeline gas and heavier reliance on liquefied natural gas, or LNG, which is gas cooled for shipment by tanker. Russia supplied about 45% of EU gas imports before its invasion of Ukraine; that share fell to about 12% by 2025.
The expiry of the Russia-Ukraine gas transit agreement on Dec. 31, 2024, shut a route that carried about 15 billion cubic metres of Russian gas in 2024. That volume is less than half the roughly 35 billion cubic metres drop in LNG shipments from Qatar and the United Arab Emirates between March and June 2026 versus a year earlier, cited in the report from International Energy Agency data.
The Middle East conflict has added pressure because the Strait of Hormuz carries almost 20% of global LNG supplies. Shipping disruptions reduced exports from major producers including Qatar and the United Arab Emirates, according to the report.
Storage levels differ sharply across the bloc. Gas Infrastructure Europe data cited in the report showed EU facilities at about 75% full on Oct. 26, with Germany near 62%, the Netherlands around 65% and Italy above 90%.
For companies, volatile energy prices have already had operational effects. Between 2021 and 2023, 62% of companies reported operational bottlenecks linked to energy-price swings, while 80% of EU enterprises faced supply-chain constraints or reorganisation.
Winter decision points
The Council has delayed further action and is looking for a compromise in December 2026. The checkable outcome is whether ministers can agree on consumer protection while resolving objections to the Commission’s gas-tax proposal.
A ban on Russian LNG remains scheduled for January 2027. The test then is whether the measure proceeds on schedule while countries with lower storage levels avoid extra winter purchases at elevated prices.
Italy is pursuing an independent price cap, adding a national track to the EU-level talks. The next observable step is whether that approach advances before or alongside the December 2026 compromise effort.
Source: news report, Euronews, Nov. 3, 2026
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