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Goldman Sachs says a two-month delay in Qatar LNG export restart to end-September 2026 could push Q4 2026 TTF gas prices toward €50/MWh versus its €40/MWh forecast.

2026-06-23

Goldman Sachs says a two-month delay in Qatar LNG export restart to end-September 2026 could push Q4 2026 TTF gas prices toward €50/MWh versus its €40/MWh forecast.

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2026-06-23

Vance denied reports that Iranian foreign minister Araghchi deliberately snubbed him during weekend talks in Switzerland, saying social-media speculation does not reflect the substance of the negotiations, CNN reported.

Vance denied reports that Iranian foreign minister Araghchi deliberately snubbed him during weekend talks in Switzerland, saying social-media speculation does not reflect the substance of the negotiations, CNN reported.
2026-06-22

International 1. Goldman Sachs: Lowered its gold price target to $4,900, expecting the Fed to not cut rates this year. 2. Goldman Sachs: Warsh's hawkish stance will exacerbate short-term volatility in US Treasuries. 3. Goldman Sachs expects centra

International 1. Goldman Sachs: Lowered its gold price target to $4,900, expecting the Fed to not cut rates this year. 2. Goldman Sachs: Warsh's hawkish stance will exacerbate short-term volatility in US Treasuries. 3. Goldman Sachs expects central bank gold purchases to slow slightly, but will still continue to support gold prices. 4. Citigroup: Expects oil prices to fall to $60-$65 per barrel by the first quarter of 2027. 5. Mitsubishi UFJ: Intervention can only curb speculative yen weakness. 6. OCBC Bank: If the Bank of Japan does not shift to a more hawkish stance, the yen is unlikely to become an investment currency. Domestic 1. Huatai Securities: AI server test power supplies may see opportunities for domestic substitution. 2. Huatai Securities: Growth-driven but cautious about chasing highs; focus on three themes in allocation. 3. CITIC Securities: Expects the global wafer manufacturing equipment market to grow by 26% in 2026. 4. CITIC Securities: my country's nano-zirconia is ushering in rapid development opportunities. 5. CITIC Securities: Continues to be optimistic about the domestic large-scale model and computing power sectors. 6. CITIC Securities: Overseas rare earth shortages have led to production cuts and shutdowns in downstream industries, which will benefit the entire domestic industry chain, from upstream to downstream. 7. Galaxy Securities: Gold prices are expected to resume their upward trend after the turmoil subsides.
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