天然气：欧洲供应收紧或进一步推高二季度 TTF 价格-Natural Gas Comment_ European Tightening Likely to Raise TTF Q2 Prices Further

16 March 2026 | 7:39PM EDT Commodities Research Natural Gas Comment: European Tightening Likely to Raise TTF Q2 Prices Further With approximately 80 mtpa of LNG supply (19% of global LNG supply) currently down following the Strait of Hormuz flow disruption and the shut down of Qatar's LNG production site, we revisit the implications to global LNG markets that are visible to date and what we expect going forward. Although NW European storage has remained resilient thus far owing to mild weather and LNG impor ...