Goldman Sachs reports Gulf crude exports hit 23.3 million barrels per day in September, matching 2025 averages. The bank predicts Brent prices will stabilize at $85 per barrel by year-end amid balance
Goldman Sachs forecasts US diesel prices may initially drop under export bans, but prolonged restrictions could raise gasoline costs and increase European wholesale prices once storage fills.
Goldman Sachs warns a US diesel export ban could shrink gasoline supply and raise pump prices due to refinery production constraints. President Trump considers the measure amid rising fuel costs, thou
Goldman Sachs forecasts China's oil imports will rise moderately by 600,000 barrels daily in Q4 amid high prices. Analysts identify Middle East conflict risks, not Chinese demand, as the main driver f
Goldman Sachs shifted its trading recommendation from diesel to gasoline due to tightening global fuel markets driven by geopolitical conflicts and refinery output changes. Analysts cite resilient dem
Oil prices climbed as Middle East tensions threatened supply routes in the Strait of Hormuz, prompting analysts to forecast elevated crude costs through 2027. Goldman Sachs and others raised price for
Goldman Sachs forecasts oil prices could surge to $120 per barrel amid escalating Middle East shipping attacks, recommending natural gas and diesel investments, though prices may fall to $80 if export
Goldman Sachs warns crude oil prices could surge to $120 per barrel if Middle East shipping disruptions intensify, recommending investors hedge via natural gas and refined products amidst geopolitical
Goldman Sachs more than doubled its diesel profit forecast as geopolitical conflicts constrain global refining capacity. Rising margins and falling stockpiles signal a worsening global fuels crisis dr
Goldman Sachs estimates EU trade curbs could impact 27% of Chinese exports, citing risks from tariffs on plug-in hybrids and expanded carbon border taxes on steel and aluminum. Implementation is expec
Goldman Sachs warns European gas prices may need to exceed €100/MWh to replenish winter inventories amid Middle East supply disruptions. Current storage lags behind targets, though warmer weather coul
Goldman Sachs forecasts Brent crude trading between $80-$90 per barrel amid Middle East tensions and supply disruptions. The bank cites tightened global inventories and reduced exports from the Gulf a
Goldman Sachs warns of a global diesel supply squeeze due to refinery outages in Russia, the Middle East, and China, reducing throughput by 6.5 million barrels daily. Investors are advised to hedge Eu
Goldman Sachs maintains its Q4 2026 Brent crude forecast at $80 per barrel despite Middle East tensions, balancing production cuts against demand slowdown. Inventory declines are expected to support p
Goldman Sachs warns Brent crude could exceed $120 per barrel if Middle East disruptions in the Strait of Hormuz persist, despite a base case of $80. Analysts cite tight diesel markets and supply chain
China's crude oil imports fell 41.3% year-on-year to 29.27 million tons in June, marking the lowest level since October 2016. Goldman Sachs analysts attribute the drop to weak global demand, questioni
Goldman Sachs warns renewed Strait of Hormuz tensions may delay Middle Eastern oil supply recovery, citing halted shipping and flows dropping to 70% of normal after recent tanker attacks.
Goldman Sachs forecasts a global oil surplus of over 3 million barrels daily next year, partially offsetting strategic reserve rebuilding. Crude prices fell 30% last quarter as Strait of Hormuz traffi
Goldman Sachs forecasts accelerating EV adoption could trim global oil demand by up to 0.32 million barrels per day by late 2027. Rising EV penetration, especially in Asian markets, is expected to sig
Banks forecast oil flows through the Strait of Hormuz may take months to normalize after the U.S.-Iran deal, with Goldman Sachs predicting export recovery by July. Analysts warn logistical challenges
Goldman Sachs forecasts Hormuz oil flows may stabilize at 70% of pre-war levels following a US-Iran interim deal. Regional producers utilize alternative routes as the UAE pursues zero dependency on th
Major Wall Street banks lowered oil price forecasts following an interim deal to reopen the Strait of Hormuz. Goldman Sachs and Morgan Stanley predict Brent crude could average $80-$90 per barrel as e
Danish energy trader InCommodities plans to increase borrowing following a 96% profit decline amid normalized market volatility, while warning of potential European winter price spikes due to insuffic
Goldman Sachs cut its 2027 Brent oil forecast to $80/barrel due to supply growth and demand weakness. Prices may range from $60 to $140 based on geopolitical risks and export normalization.
Goldman Sachs CEO David Solomon predicts consumer behavior shifts in late 2026 due to inflation driven by higher oil prices, highlighting potential impacts on market dynamics and investment flows.
US diesel inventories risk hitting critical lows by August due to Hormuz disruptions, per Goldman Sachs. Prices surged 45% since February, impacting downstream sectors like agriculture amidst ongoing
Goldman Sachs forecasts sustained elevated refined fuel margins through 2026 driven by Strait of Hormuz disruptions. Diesel margins are projected to exceed pre-war forecasts amid global refining capac
Goldman Sachs forecasts volatile oil prices driven by Middle East supply disruptions versus weakening demand in China and Western Europe. Analysts warn of downside risks to Brent crude forecasts despi
Goldman Sachs anticipates two interest rate hikes in South Africa, citing inflation risks from the Iran conflict and elevated crude oil prices.
Goldman Sachs forecasts dollar strength driven by an energy price shock following Middle East tensions. Rising oil prices threaten persistent inflation, likely forcing the Federal Reserve to raise int
Goldman Sachs and Bank of America are revising Federal Reserve interest-rate cut forecasts to late 2026 or 2027, citing robust jobs data and rising oil prices fueling inflation concerns.
Goldman Sachs survey indicates investors expect Strait of Hormuz shipping disruptions to continue past June due to US-Iran tensions, forecasting Brent crude prices between $80 and $90 annually.
Goldman Sachs reports global oil inventories near an eight-year low, meeting demand for only 98 days by May. Logistics bottlenecks in the Strait of Hormuz and declining refined product stocks raise re
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