Memuat…
Goldman Sachs expects European LNG prices to average €70/MWh in Q4 2026, well above pre-summer levels, because Persian Gulf LNG exports remain at only 15%-25% of prewar levels. Prices could fall to about €50/MWh if flows recover faster.
Low storage in Northwest Europe is also cited as a support.
The forecast implies sustained high European gas prices through winter, which raises energy and fertilizer costs for feed producers. A faster Hormuz recovery would be the main bearish risk.
goldmansachs.comGoldman Sachs1 Okt 2026Setelah 136 peristiwa geopolitik bullish sebelumnya, Gas Alam bergerak median +2,7% selama 5 sesi (63% lebih tinggi; separuh tengah -1,8% sampai +8,8%), dan +4,0% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
