Energy Market Update – September 2025

Energy Market Update – September 2025

August brought a steadier tone. Gas and power softened at times as European storage built and liquefied natural gas arrivals stayed firm, although late-month Norwegian maintenance kept traders cautious. For SMEs, the message is unchanged: prices can move quickly, so planning matters.

August in review – why wholesale prices moved

  • Norwegian maintenance trimmed supply. Planned work reduced flows, including cuts of around twelve million cubic metres a day at the Troll field near month-end, with deeper curbs signalled for early September.
  • EU storage kept rising. European gas stores ended August around seventy-eight percent full, offering a buffer going into autumn.
  • LNG helped balance the system. Consistent cargoes into North-West Europe offset lower pipelines and eased short-term tightness.
  • Wind picked up late in the month. Higher UK wind output reduced gas-fired generation requirements and helped cap power prices.
  • Carbon edged up. European carbon benchmarks were little changed to slightly higher by the final week of August.
  • Bottom line. By 30–31 August, UK front-month gas traded close to 77 pence per therm (p/therm), broadly flat on July, while day-ahead baseload power hovered around the mid-£70s to low-£80s per megawatt-hour, a touch lower than the previous month.

Headlines your business should note

  • CfD AR7 application window ran 7–27 August. The government opened the 2025 Contracts for Difference round, starting the process to add more clean capacity in coming years.
  • National Grid submitted the Norwich–Tilbury line application (29 August). A 114-mile link to move offshore wind from East Anglia into demand centres, aimed at cutting constraints and curtailment costs.
  • Peak Norwegian maintenance begins late August into September. System operator guidance flagged reduced exports during early September, keeping risk premia in gas.
  • Greenhouse Gas Removals business model summary published (August). Government set out the framework for revenue support to scale removals, signalling momentum behind net-zero infrastructure.

What could move prices in September

What to watch

Why it matters

Possible price effect

Peak Norwegian maintenance

Lower pipeline flows can tighten European supply

Upward for gas, knock-on to power

LNG cargo arrivals to NW Europe

Strong arrivals ease supply risk, weak arrivals tighten it

Downward if strong, upward if weak

Wind and weather patterns

Windier, milder spells reduce gas burn for power and heating

Downward for power and gas

EU storage injection pace

Faster injections rebuild buffers, slower pace narrows headroom

Mixed, depends on trend

CfD AR7 assessment phase

Signals future renewables build and investor confidence

Limited near-term, supports longer-term stability

What this means for your energy budget

Short-term prices can swing on weather runs, system outages or shipping schedules. Even when the monthly trend looks calm, single-day moves can be sharp. If your renewal is approaching, consider fixing a competitive price now. A fixed rate today can ring-fence your costs against autumn volatility and make cash-flow planning simpler. Our team can benchmark terms across 12 to 36 months to match your budget horizon.

How Dyce Energy turns insight into advantage

Your challenge

How Dyce helps

Benefit to you

Timing the market amid maintenance and weather risks

Guidance from Dyce specialists on when to act

Better timing, sharper quotes

Need budget certainty for the next one to three years

Fixed-term, fixed-price contracts, 12–36 months

Predictable bills and easier forecasting

Want credible sustainability options

100 percent renewable electricity and carbon-neutral gas via global offset projects

Visible Scope 2 progress with minimal admin

Switching without hassle

Fast digital onboarding, supply in as little as 48 hours

Save time and avoid disruption

Your action plan for September

  1. Check your contract end-date and notice period so you do not lapse onto higher rates.
  2. Tell us your target price per unit so we can act the moment the market aligns.
  3. Explore renewable electricity and carbon-neutral gas to support sustainability goals.
  4. Visit dyce-energy.co.uk/quote for bespoke prices.