高盛：石油评论_2025 - 2026 年供应充足，后期供应趋紧

26 May 2025 | 7:59PM EDT Oil Comment: GS Top Projects Takeaways: Strong Supply in 2025-2026, Tighter Later n We identify takeaways from our equity analysts' 2025 Top Projects review of the world's major upstream oil projects. This review supports our below-the-forwards Brent/WTI oil price forecasts of $60/56 for the remainder of 2025 and $56/52 in 2026, but has positive implications for prices in the long term. n 2025-2026: Strong Non-OPEC ex Shale Supply, Lower Prices n Long Term: Tighter Supply, Higher Pr ...