Jornal de Negocios PT

Preço do gás europeu pode triplicar em 90 dias com o conflito

Num cenário de bloqueio do estreito de Ormuz durante três meses, as cotações do gás natural liquefeito poderão atingir os 90 euros por megawatts/hora, contra 32 euros no dia anterior ao início da ofensiva contra o Irão.

Mar 08, 2026 &03300808202631; 23:30 UTC www.jornaldenegocios.pt Trending 2/5

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Negative for markets

Sentiment score: -75/100

High impact Short-term (days)

WHAT THIS MEANS

European natural gas prices could triple to €90/MWh within 90 days if the Strait of Hormuz is blocked for three months, compared to €32/MWh before potential Iran conflict escalation. This scenario represents a severe energy supply disruption risk for European markets with significant inflationary implications.

AI CONFIDENCE

65% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

↑

Oil (WTI Crude)

CL=FCommodity

Expected to rise

Strait of Hormuz blockade would restrict crude oil supply, driving prices higher

↓

Euro / US Dollar

EURUSDCurrency

Expected to decline

Energy crisis would weaken eurozone economy and ECB policy, pressuring EUR

↓

Euro Stoxx 50

^STOXX50EIndex

Expected to decline

European equities would suffer from energy cost shock and recession fears

↓

DAX (Germany)

^GDAXIIndex

Expected to decline

German economy highly dependent on energy; manufacturing sector would be severely impacted

↓

10-Year Treasury Yield

^TNXBond

Expected to decline

Flight-to-safety demand would push bond yields lower amid geopolitical uncertainty

PRICE HISTORY

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⚡ SUGGESTED ACTION

Consider defensive positioning with energy hedges and safe-haven assets. Short European equities and EUR while accumulating long positions in crude oil and bonds as geopolitical tensions escalate.

KEY SIGNALS

Geopolitical risk premium escalationEnergy supply chain disruption scenarioStagflation concerns for eurozoneStrait of Hormuz strategic vulnerabilityLNG price volatility spike

SECTORS INVOLVED

EnergyUtilitiesManufacturingTransportationChemicals

Analysis generated on Mar 09, 2026 at 15:29 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Jornal de Negocios. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Preço do gás europeu pode triplicar em 90 dias com o conflito

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