TTF WisdomTree European Natural Gas ETP Loading... : Bullish and Bearish Analyst Opinions
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09:01
Aug 13
Aug 13
The author warns that Russia-Turkey escalation could let Putin 'literally turn out the lights across Europe,' implying possible Russian pipeline gas disruption and therefore higher European natural ga
The author warns that Russia-Turkey escalation could let Putin 'literally turn out the lights across Europe,' implying possible Russian pipeline gas disruption and therefore higher European natural gas prices.
Risk: If Russia does not actually cut supply, or if mild weather and full storage reduce sensitivity, the winter risk premium could fade.
13:26
Aug 10
Aug 10
European gas to rise on crisis risk
European natural gas prices are likely to rise further as a potential energy crisis looms if the Strait of Hormuz stays closed, compounded by a fifth heat wave reducing hydropower output, lower nuclear generation due to cooling water shortages, and already elevated gas prices near $20/MMBtu. The impact will hit Europe harder than the US given Europe's heavy exposure to gas imports.
HIGH
12:34
Aug 10
Aug 10
European natural gas upside in winter Q1
Europe will not hit the minimum storage threshold for natural gas before winter, and we believe there is upside in European natural gas prices during winter Q1.
HIGH
09:13
Jul 22
Jul 22
European gas vulnerable, storage deficit.
European natural gas storage is at 53%, 15% below normal; 20% of global LNG passes through Hormuz, limiting flows; Europe needs to compete with Asia for LNG and will not reach target storage before winter, making the gas market very vulnerable and supporting elevated prices.
HIGH
11:03
Jul 16
Jul 16
European gas prices to stay high
European natural gas prices are being driven higher by very low storage levels heading into winter, combined with persistent supply disruptions from the Russia-Ukraine war, making sustained elevated prices likely.
MED
10:26
Jul 09
Jul 09
Gas inventories low, winter price risk.
European natural gas inventories will likely stay below comfortable levels ahead of winter, with strong summer demand and potential LNG supply disruptions, posing a risk of sharply higher gas prices.
HIGH
05:29
Apr 24
Apr 24
European gas underpriced, expect rally
European natural gas is underpriced due to supply disruptions from Qatar, and the situation is almost impossible to fix in the short term, so they maintain length expecting prices to rise from 43 to 60 or above.
HIGH
16:40
Mar 09
Mar 09
The trade is to go long European natural gas (TTF) based on a Goldman Sachs forecast that.
The trade is to go long European natural gas (TTF) based on a Goldman Sachs forecast that anticipates prolonged Qatari LNG supply disruptions will drive prices higher.
MED
17:35
Mar 02
Mar 02
The author believes being short European natural gas is a mistake given the high geopolitical.
The author believes being short European natural gas is a mistake given the high geopolitical risk and supply fragility (e.g., Qatar shutdown), which can lead to violent price spikes from short covering.
HIGH
12:46
Mar 02
Mar 02
A halt in Qatari LNG production is the catalyst for a previously identified thesis that.
A halt in Qatari LNG production is the catalyst for a previously identified thesis that European natural gas prices will spike significantly due to supply constraints.
HIGH
07:07
Mar 02
Mar 02
"Qatar is fully dependent on shipping through the Persian Gulf via the Strait of Hormuz... If those Asian buyers are not able to get cargoes coming out of the Gulf, then they will turn to try to buy some of those U.S. cargoes." Qatar is a top-3 global LNG exporter. Unlike oil, there are no alternative pipelines for Qatari gas. If the Strait is "effectively closed" by fear or conflict, Asian buyers (who rely on Qatar) must aggressively bid up US LNG (Henry Hub) and European gas (TTF) to secure supply. This creates a demand shock for US exporters like Cheniere (LNG) and the underlying commodity. LONG US LNG exposure and Natural Gas futures as the primary beneficiary of a Qatari blockade. De-escalation of the conflict or OPEC increasing production enough to offset sentiment (though OPEC impacts oil, not gas).
09:20
Feb 24
Feb 24
The market is underestimating the difficulty of refilling Europe's depleted natural gas storage.
The market is underestimating the difficulty of refilling Europe's depleted natural gas storage this summer due to systemic fragility, suggesting upward pressure on prices.
MED
13:35
Jan 16
Jan 16
Reports TTF price surge on cold weather and LNG competition.
Reports TTF price surge on cold weather and LNG competition; attributes move to short squeeze but does not state personal position or direction.
LOW
About TTF Analyst Coverage
Buzzberg tracks TTF (WisdomTree European Natural Gas ETP) across 7 sources. 6 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (46%). 13 total trade ideas tracked. Latest voices: Doomberg, Francisco Blanch, Amrita Sen.