高盛上调2026年第四季度油价预期

Core Viewpoint - Goldman Sachs assumes that the Iran issue will not disrupt oil supply, maintaining a surplus in the oil market for 2026 [1] Group 1: Price Forecasts - The forecast for Brent/WTI crude oil prices in Q4 2026 has been raised by $6 to $60 and $56 respectively due to a decrease in OECD member country inventories [1] - The average price for Brent/WTI crude oil is expected to be $65 and $61 in 2027, with prices projected to rebound to $70 and $66 by December 2027 due to strong demand and slow supply growth [1] Group 2: Supply Dynamics - Goldman Sachs believes that potential easing of sanctions on Iran and Russia will accelerate the increase in crude oil inventories, releasing more supply in the long term [1] - This potential increase in supply presents a downside risk of $5 and $8 to the price expectations for Q4 2026 [1]