【期貨盯盤神器專屬文章】高盛最新鈾觀點：模型顯示2026年起供需缺口重新出現！預計鈾價在未來數年繼續擡升，其建模價格到2030年前後超過X美元/磅。點擊閱讀。

Goldman Sachs reiterated that if Gulf LNG exports via the Strait of Hormuz do not increase, TTF at €65/MWh is insufficient for Europe to effectively manage winter inventories. If Strait exports fail to improve, TTF must rise further to suppress Asian LNG demand and free cargoes for Europe. Goldman estimates that if Middle East energy exports only gradually normalize by 2027, TTF for December‑2026 delivery may need to exceed €100/MWh (assuming a normal-winter average), versus a €50/MWh base case — roughly a 110% increase — to materially curb Asian demand.

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