Let’s make a deal: Brent upgraded, Henry Hub downgraded
Enverus’ latest Fundamental Edge report, “Let’s Make a Deal | Brent Upgrade, Henry Downgrade,” raises its 2H26 Brent forecast to $110/bbl on a late-June deal and gradual Strait of Hormuz reopening while maintaining a capped summer Henry Hub outlook and lowering its 2027 Henry Hub forecast to $3.50/MMBtu. The report also outlines implications for inventories, U.S. supply response and global LNG balances.
June 9, 2026
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