高盛：全球LNG供应持续增长很可能导致2028/2029年西北欧储气设施出现拥堵从而压低TTF和JKM价格

格隆汇12-08

格隆汇12月8日｜高盛：我们维持2026年夏季NYMEX天然气价格每百万英热单位4.50美元的预测。我们维持2028/29年度NYMEX天然气价格预测为每百万英热单位2.70至2.75美元。全球液化天然气供应持续增长，很可能导致2028/2029年西北欧储气设施出现拥堵，从而压低TTF和JKM价格，低至足以通过关闭美国液化天然气出口套利空间，进而削减全球液化天然气供应。

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高盛：全球LNG供应持续增长 很可能导致2028/2029年西北欧储气设施出现拥堵 从而压低TTF和JKM价格

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高盛：全球LNG供应持续增长很可能导致2028/2029年西北欧储气设施出现拥堵从而压低TTF和JKM价格