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Goldman Sachs on Gas: Gastech Clients See Winter TTF Above 100 EUR — Upside Case 105 EUR/MWh

Posted on by Eben@CANSLIM Research
Eben@CANSLIM Research's avatarEben@CANSLIM Research

Corporate clients surveyed by Goldman Sachs at the Gastech conference in Thailand overwhelmingly expect Persian Gulf LNG exports to remain disrupted, driving winter TTF and JKM prices above 100 EUR/MWh and $35/mmBtu respectively. Goldman Sachs’ own upside scenario puts TTF at 105 EUR/MWh and JKM at $35/mmBtu by end-2026, well above its base cases of 70 EUR/MWh and $24.85/mmBtu. The bank has simultaneously cut its 2030-2035 average price forecasts to 19 EUR/MWh for TTF and $7.15/mmBtu for JKM, citing a softer long-term supply balance.

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