Goldman Sachs Raises 2Q26 TTF Gas Forecast To 72 EUR/Mwh From 63 EUR/Mwh

March 23 (Reuters) - GOLDMAN SACHS:

• SAYS IT LIFTS 2Q26 TTF GAS FORECAST TO 72 EUR/MWH ($24.40/MMBTU), FROM 63 EUR/MWH

• SAYS IT RAISES 2Q26 JKM GAS PRICE FORECAST TO $26.90/MMBTU (FROM $23.35)

• SAYS IT RAISES 2028/2029 FORECASTS TO 19/16 EUR/MWH FOR TTF GAS (FROM 12/12 EUR/MWH) AND $6.90/$5.70 FOR JKM (FROM $4.40/$4.45)

• SAYS IT RAISES 2028/2029 HENRY HUB GAS FORECASTS TO $3.55/$3.85/MMBTU FROM $2.70/$2.75

• SAYS A LARGER NEGATIVE IMPACT TO GLOBAL LNG SUPPLY, INCLUDING A LONG-TERM REDUCTION TO QATARI LNG EXPORT CAPACITY, REQUIRES EUROPEAN NATURAL GAS (TTF) AND GLOBAL LNG (JKM) PRICES TO RALLY FURTHER NEAR TERM