高盛上调年底油价预测 因库存减少

Group 1 - Goldman Sachs has raised its oil price forecast for Q4 2023 due to declining oil inventories in developed countries, increasing the Brent crude oil price prediction by $6 per barrel to $60 per barrel [1] - The forecast for West Texas Intermediate (WTI) crude oil has also been increased by $6 to $56 per barrel for the same period [1] - Analysts noted that there has been no accumulation of oil inventories at the OECD pricing center, indicating a tighter supply situation [1] Group 2 - The company believes that 2026 will be the last year of a supply wave, maintaining a lower oil price forecast for that year compared to forward contract prices, but expects prices to exceed forward prices starting in 2028 [1] - Current trading prices for Brent crude oil are around $71 per barrel, suggesting a potential for future price adjustments [1] - Goldman Sachs analysts predict that oil prices will gradually decline in the future, partly due to the expected easing of geopolitical tensions, which will reduce the estimated $6 risk premium [1]