Goldman Sachs released an analysis stating that Qatar's plan to expand liquefied natural gas exports will be delayed by two months and is now expected to be implemented by the end of September 2026.
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This change is likely to drive Dutch TTF natural gas prices higher in the fourth quarter of 2026, approaching 50 euros per megawatt-hour. This expected level is higher than the previous forecast of 40 euros per megawatt-hour provided by the institution.
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