Having spoken to an old friend who worked for the national grid earlier this century, and read between the lines of a few documents and found some important news in the business press, I now have this angle:
Traditional UK way of handling energy in recent decades has been looking especially precarious because it drank way too much market kool aid of the short-term variety. Lots of reliance on rapid price changes being able to change the direction of electricity and gas travel so that supplies come into the UK when needed, rather than relying on long term contracted guaranteed supply from various partners. But possible conditions this winter have undermined confidence that these market mechanisms can be relied upon to actually meet our needs this time.
Just one very important example of this would be gas from Norway. For example in the early winter planning document for gas in this country (as opposed to the full proper winter report which is due out in a couple of days), one scenario they were having to consider was:
That quote is from
https://www.nationalgrid.com/gas-transmission/document/140316/download
Well it now looks like they woke up to the possibility of the traditional market approach all going wrong, got cold feet and a proper long-term supply deal is being done which could make a very real difference to our prospects this winter.
eg see this story from Bloomberg today:
Not just the crucial supplies from Norway either: