Group 1 - Goldman Sachs warns that due to a surge in global crude oil inventories, Brent crude prices may fall to just above $50 per barrel by the end of 2026 [1] - Starting from Q4 2025, a surplus of 1.8 million barrels per day is expected in the global oil market, leading to an accumulation of nearly 800 million barrels by the end of 2026 [1] - OECD countries are projected to contribute about one-third of the inventory increase, reaching 270 million barrels, coinciding with a decline in oil demand from these countries, further pressuring oil prices [1] Group 2 - Goldman Sachs predicts that oil prices may remain near current forward contract levels in 2025, but this balance is expected to break in 2026 [1] - The "fair value" of Brent crude is anticipated to decrease from the current range of $70 to the $50 range, especially as inventories continue to accumulate in 2026 [1]
高盛：原油过剩加剧，2026年底布油或跌至50美元出头
Hua Er Jie Jian Wen·2025-08-27 07:20