Goldman Sachs Says Delayed Start Up Of Golden Pass LNG Reduces Incremental 2025 LNG Supply
July 16 (Reuters) -GOLDMAN SACHS:
SAYS "WE KEEP OUR 33 EUR/MWH BAL2024/2025 TTF FORECAST UNCHANGED, MODESTLY BELOW FORWARDS AT 35/37 EUR/MWH"
SAYS "THE DELAYED START UP OF THE GOLDEN PASS LNG EXPORT FACILITY REDUCES INCREMENTAL LNG SUPPLY IN 2025"
MAINTAINS ESTIMATE THAT NW EUROPEAN GAS STORAGE WILL FINISH SUMMER NEAR 95% FULL
SAYS "WE ASSUME THAT THE REMAINING RUSSIAN PIPELINE FLOWS THROUGH UKRAINE GO TO ZERO FROM JAN25, DRIVING HIGHER PIPELINE EXPORT DEMAND OUT OF NW EUROPE TO CENTRAL EUROPE"
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