Goldman warns TTF and JKM gas could hit 105 euros and $35 if Gulf LNG stays constrained

The gap between Goldman's base case and its risk case is wide, so gas is pricing a genuine two-way bet on Hormuz flows, and any sign of LNG loadings improving or stalling could move both benchmarks quickly. Higher gas would support coal where switching is possible, which links the gas story to broader energy demand. It also feeds through to European inflation, which matters for central banks already debating further tightening . Oil traders should watch the same shipping headlines, because the s