NewsSignals AI analysis·Reuters·Nov 3, 2026

Goldman Sachs raises 2027 Europe gas price forecasts on MidEast supply, winter risks

Grade Abullish AI signal$NATGAS

Goldman Sachs sharply raised its 2027 European natural gas price forecasts, citing persistent Middle East LNG supply disruptions and winter weather risks. The bank lifted its Q1 2027 TTF forecast to €74/MWh from €44 and its full-year forecast to €51/MWh from €32, while estimating a 47% probability of persistently low LNG supply and colder-than-average temperatures. Continued disruptions around the Strait of Hormuz and colder winter conditions could intensify European gas supply tightness and drive further price upside.

Bullish strength: 82/100

Goldman Sachs raised its Q1 2027 European gas forecast by €30/MWh to €74/MWh.
Full-year 2027 forecast increased from €32/MWh to €51/MWh.
Persian Gulf LNG exports remained at just 33% of pre-war levels.
Strait of Hormuz LNG flows remain significantly below normal recovery levels.
Colder-than-average winter conditions could increase gas demand by as much as 12% of regional storage capacity.

Bearish strength: 18/100

Goldman Sachs estimates that some supply and weather upside risks are already priced into the market.
Mediation talks raised hopes for an end to the US-Israeli war, potentially easing supply concerns.
The Dutch front-month TTF contract plunged more than 10% to €10.77/MWh on Monday.

This is automated NewsSignals analysis of third-party reporting, not independent original reporting or investment advice. AI scores are not price predictions.

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