GOLDMAN SACHS: WE ESTIMATE THAT US LNG SUPPLY WILL LIKELY REALIZE 5 MTPA LOWER THAN WHAT WE PREVIOUSLY EXPECTED THIS SUMMER

May 8 (Reuters) - GOLDMAN SACHS:

  • HIGHER US LNG SUPPLY MODERATING IMPACT FROM HORMUZ, BUT NOT AS MUCH AS WE EXPECTED

  • US LNG SUPPLY STARTED THE YEAR UP YEAR ON YEAR, FOLLOWING THE START UP OF NEW EXPORT CAPACITY IN 2025, WHICH HAS HELPED MODERATE THE IMPACT ON GLOBAL LNG MARKETS OF THE ONGOING 80 MTPA LNG SUPPLY SHOCK

  • WE ESTIMATE THAT US LNG SUPPLY WILL LIKELY REALIZE 5 MTPA LOWER THAN WHAT WE PREVIOUSLY EXPECTED THIS SUMMER

  • 3Q26/4Q26 TTF GAS PRICE FORECASTS UNCHANGED AT 44/40 EUR/MWH


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