TREE NEWS reports: Goldman Sachs has raised its price forecast for Dutch TTF natural gas for the fourth quarter of 2026 to EUR 70 per megawatt hour. The revised projection marks the bank’s updated outlook for the European benchmark gas contract for that period.
Goldman Sachs Raises Q4 2026 Dutch TTF Gas Price Forecast to EUR 70/MWh
AI take
Goldman's revision matters less as a number than as a signal that bank research desks are marking European gas risk higher for a period still well ahead, which feeds into power and industrial cost curves that underpin European RWA and tokenized-energy narratives. The read-across lands on utilities, energy-intensive manufacturers and any crypto project pricing European energy exposure. Whether other banks follow with similar upward revisions to forward European gas is the open question.
Generated by AI for reference only.
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