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Goldman Sachs: Qatari LNG Disruption to Persist Beyond Expectations
Abstract：Goldman Sachs projects a prolonged disruption in Qatari LNG exports until May, triggering sharp price hikes across European and Asian gas benchmarks.
Global LNG markets face prolonged instability as Qatar struggles with export resumption. Goldman Sachs forecasts exports near zero through March 2026, with total capacity likely recovered by May.
Price Surge Across Major Benchmarks
The supply shortfall has forced significant revisions in global price benchmarks.
- European TTF Q2 2026 forecast hiked to 63 EUR/MWh.
- Asian JKM forecast raised to 23 USD/MMBtu.
Industrial Demand Destruction
High prices are driving gas-to-oil switching. Evidence of demand destruction is emerging in markets including India, Pakistan, and Bangladesh.
Regional Market Disparity
The U.S. market remains relatively insulated. Henry Hub prices are expected to decouple from global LNG volatility, though future supply remains constrained by project postponements in Qatar.
Disclaimer:
The views in this article only represent the author's personal views, and do not constitute investment advice on this platform. This platform does not guarantee the accuracy, completeness and timeliness of the information in the article, and will not be liable for any loss caused by the use of or reliance on the information in the article.
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