الاقتصادية
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Goldman Sachs raised its forecast for gas prices at the Dutch TTF hub in the first quarter of 2027 to €74 per megawatt-hour, from €44 previously. It also raised its average forecast for the full year to €51, from €32. The bank cited the risk of continued declines in liquefied natural gas supplies from the Middle East and the possibility of temperatures falling below normal. Markets are pricing in a 47% chance that supply declines will continue through the winter. Although supplies exceeded forecasts in October, average Gulf exports remained below 33% of pre-war levels, while tanker traffic remained volatile and challenges persisted in restoring flows through the Strait of Hormuz.
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