---
title: "Goldman Sachs raises 2Q26 TTF, JKM natural gas price forecasts"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/278306219.md"
datetime: "2026-03-09T01:56:01.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/278306219.md)
  - [en](https://longbridge.com/en/news/278306219.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/278306219.md)
---

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# Goldman Sachs raises 2Q26 TTF, JKM natural gas price forecasts

March 9 (Reuters) - GOLDMAN SACHS:

-   SAYS LNG BALANCE REVISION LEADS TO FURTHER RAISING OF 2Q26 TTF PRICE FORECAST TO 63 EUR/MWH OR $22/MMBTU (FROM 45 EUR/MWH), INCLUDING APRIL/MAY CONTRACTS (TRADED DURING MARCH/APRIL) AT 75⁄70 EUR/MWH ($26/$24/MMBTU)
-   RAISES 2Q26 JKM PRICE FORECAST TO $23/MMBTU (FROM $16), ABOVE FORWARDS AT $19/MMBTU
-   SAYS 2027 GAS PRICE FORECASTS REVISED MARGINALLY HIGHER, AT 23 EUR/MWH FOR TTF (FROM 21 EUR) AND $8.30/MMBTU FOR JKM (FROM $7.55)
-   SAYS RISKS TO REVISED PRICE FORECAST ARE TWO-SIDED, WITH A LONGER-THAN-EXPECTED HORMUZ CLOSURE POTENTIALLY REQUIRING TTF TO TEMPORARILY APPROACH 100 EUR/MWH
-   SAYS QUICKER CONFLICT RESOLUTION WOULD LIKELY DRIVE A FASTER DROP IN TTF BACK TO COAL SWITCHING RANGE IN THE 40 EUR/MWH RANGE

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