|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
02.03.26 - 17:36
|
European Gas Prices Soar 50% After Qatar Shuts World′s Largest LNG Export Plant (ZeroHedge)
|
|
|
European Gas Prices Soar 50% After Qatar Shuts World's Largest LNG Export Plant
In its scenario analysis of how the Iran war could impact energy markets, Goldman laid out a section dedicated to nat gas, and specifically LNG, which like oil, is one of the commodities that is especially reliant on prompt passage through he Straits of Hormuz to reach its destination.
Specifically, unlike oil which Goldman calculated had already priced in substantial war risk premium, "European gas (TTF) and spot LNG (JKM) prices have embedded little-to-no risk premium until this past Friday" and so, the bank saw "significant upside risk to prices from a potential sustained disruption of LNG supply through the Strait of Hormuz. In a scenario where flows halt for one month, we think it is likely that TTF and JKM could approach 74 EUR/MWh ($25/mmBtu) -- 130% above current levels -- a threshold that triggered large natural gas demand responses during the 2022 European energy crisis."
Here we ...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
02.03.26 - 13:12
|
Goldman Sachs Says Hedge Funds and Mutual Funds Both Love 5 Top Stocks (24/7 Wall St.)
|
|
|
Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm's top-notch research department continues to provide institutional and high-net-worth clients with the best ideas across the investment spectrum and is likely to do so for years to come. Founded in 1869, Goldman Sachs is the world's second-largest investment ... Goldman Sachs Says Hedge Funds and Mutual Funds Both Love 5 Top Stocks
The post Goldman Sachs Says Hedge Funds and Mutual Funds Both Love 5 Top Stocks appeared first on 24/7 Wall St.....
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
