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Goldman Sachs raised its 2027 TTF average price projection to EUR 51/MWh from EUR 44, and its Q1 2027 forecast to EUR 74/MWh from EUR 44. The revision reflects a 45% probability of a low-winter scenario with reduced Middle East LNG supply.
A probability-weighted supply disruption lifts the winter risk premium in European gas, feeding front-winter contracts and seasonal spreads. Higher European gas raises nitrogen fertiliser costs and competition with Asia for LNG cargoes.
newsquawk.comNov 3, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
