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20.10.26 - 15:03
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EU NatGas Hits 2022 Crisis Levels As Goldman Warns 150 Euros Could Be Next (ZeroHedge)
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EU NatGas Hits 2022 Crisis Levels As Goldman Warns 150 Euros Could Be Next
Back in late August, Goldman Sachs commodities expert Samantha Dart warned that EU natural gas prices would need to soar dramatically to discourage Asian LNG demand and shift cargoes to Europe amid disruptions at the Strait of Hormuz.
*EUROPE'S GAS BENCHMARK EXCEEDS €90 FOR FIRST TIME SINCE 2022
— zerohedge (@zerohedge) October 20, 2026
Fast forward to Tuesday morning, European gas prices (TTF) have topped 90 euros per megawatt-hour, the highest level since late 2022. Notably, Dart warned about where prices were headed when EU NatGas was trading around 67 euros.
Separately, Goldman's Daan Struyven and Dart released a new note earlier today, putting their base case for Brent crude at $90 a barrel and European benchmark EU NatGas at 70 euros by year-end, assuming a recovery in Middle Eastern supply and easing risk premiums. Brent is forecast to average $80 in 2027.
However, they warned that risks remained skewe...
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20.10.26 - 14:00
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Here Are Tuesday′s Top Wall Street Analyst Research Calls: Akamai Technolgies, Apple, Blackrock, Ford Motor, Healthcare Realty Trust, Noble, Sunoco LP, Venture Global, Western Midstream Partners, Zoetis, and More (24/7 Wall St.)
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Pre-Market Stock Futures: Futures are mixed, but Nasdaq futures are lower as chipmakers come under attack this morning. The AI trade made a Monday comeback after a dreadful period last week. The Goldman Sachs (NYSE: GS) upgrade of CoreWeave (NASDAQ: CRWV) was a lynchpin in Monday's move higher, despite the shares actually closing flat on the […]...
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19.10.26 - 22:37
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Goldman′s Lynam Not Worried About Access to Debt Amid AI Buildout (Bloomberg)
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Amanda Lynam, chief credit strategist at Goldman Sachs, says recent widening in AI-related credit spreads resembles an earlier episode but differs because high-yield debt is now leading the move and investors are raising fundamental questions. She speaks on "Bloomberg The Close." (Source: Bloomberg)...
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