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25.08.26 - 10:27
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Goldman Sounds Alarm: Europe May Need €100 NatGas Shock To Refill Winter Storage (ZeroHedge)
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Goldman Sounds Alarm: Europe May Need €100 NatGas Shock To Refill Winter Storage
We have warned that Europe is approaching a twin energy crisis, with the Northern Hemisphere winter now just three months away.
Dutch front-month gas futures, Europe's benchmark contract, surged Monday morning to 67 euros per megawatt-hour, the highest level since early 2023.
Goldman Sachs commodities expert Samantha Dart warns that EU NatGas prices may need to more than double from her base-case forecast if LNG exports through the Strait of Hormuz remain constrained.
Dart said reduced Qatari LNG loadings have forced Europe to compete more aggressively with Asia for available cargoes.
"We have argued that, in the absence of an improvement in LNG exports through the Strait of Hormuz (SoH) (Exhibit 1), European gas prices (TTF) would need to rise to discourage Asia LNG demand, thereby freeing incremental cargoes to be sent to Europe to help manage European gas storage levels," she said.
Dart warned tha...
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24.08.26 - 21:30
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Goldman, Neos Discuss $2.3 Billion Deal (Bloomberg)
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Bryon Lake, chief transformation officer and global head of third party wealth at Goldman Sachs Asset Management, and Troy Cates, co-founder of Neos Investments, join Scarlet Fu and Eric Balchunas on "ETF IQ." Goldman Sachs Asset Management will pay as much as $2.25 billion to buy Neos Investments, expanding its asset manager's reach in the actively managed exchange-traded fund market. (Source: Bloomberg)...
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