콘텐츠로 건너뛰기
외환/환율 ➡️ 중립 🔴 매우 중요

Natural Gas: Higher winter gas risk priced in – Rabobank

요약

Rabobank revises its TTF Natural Gas and JKM forecasts higher for Q3 and Q4 2026, citing a structurally tight LNG market and deeper Qatari export losses following renewed Hormuz disruption.