For a second straight day, we're below $65 a barrel after the ceasefire uh quote unquote in the Iran Israel conflict. As I mentioned, it's down about 14% the past two days. Does that make the sector more or less attractive to long-term investors? Here with his thoughts is Kevin Book. He's managing director of research at Clear View Energy Partners. Kevin, it's good to see you and and you can kind of start where you'd like, but anytime in the past few days, we've seen oil behave um more positively. People go ...

22 June 2025 | 7:49PM EDT Commodity Comment: Upside Risks to Energy Prices Rise as Iran Conflict Escalates Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Samantha Dart +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. LLC Yulia Zhestkova Grigsby +1(646)446-3905 | yulia.grigsby@gs.com Goldman Sachs & Co. LLC Ephraim Sutherland +1(972)368-0395 | ephraim.sutherland@gs.com Goldman Sachs & Co. LLC Goldman Sachs Commodity Comment Upside Risks to Energy Prices Rise as Iran Co ...

18 June 2025 | 10:22PM CEST Big Oils 2Q25 preview: Looking for differentiated growth, cash returns and resilience in an uncertain macro With 2Q coming to an end, we publish our early take on the European Oils' 2Q25 earnings. In an uncertain macro environment, we look for idiosyncratic growth stories (Galp and Repsol, see our Top projects analysis), resilient and superior cash returns (Shell), and asset monetization optionality (Eni and Galp). We remain well below consensus on 2026 earnings and maintain a ca ...

Oil Comment: Tracking Iran Risks 1 The Brent oil price closed at $66.9/bbl on June 10. On June 11, President Trump said he was less confident about reaching a nuclear deal with Iran. 2 The EIA estimates that about 2.6 million b/d of capacity from the Saudi and UAE pipelines could be available to bypass the Strait of Hormuz in the event of a supply disruption. Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Ephraim Sutherland +1(972)368-0395 | ephraim.sutherland@gs.com 18 June 20 ...

Joining us now to discuss is M Max Max Leighton. He's City's global head of commodities research. Yeah, Max, what do you make of the pullback.Uh, does it make sense to you. I had thought we would be a bit stronger today. I mean, over the weekend, some of the the betting markets were showing a rising possibility of the uh straight of Hormuz being affected.And yeah, I would have thought it would have been a bit stronger this morning, but um clearly there was a lot of short covering, a lot of call buying on Fr ...

15 June 2025 | 12:54PM HKT China Transportation Impact of potential Iran oil supply disruption - higher fuel cost for airlines and higher compliant tanker fleet demand Goldman Sachs China Transportation The Brent oil price has risen 12% over the past week to $74/bbl following escalating tensions in the Middle East and Israeli strikes targeting Iran's nuclear program. Our commodities team sees a higher geopolitical risk premium in the near term, while they still assume no disruptions to oil supply in the Mid ...

13 June 2025 | 6:19AM EDT Oil Comment: Higher Risk Premium Near Term; Unchanged 2026 Forecast +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Ephraim Sutherland Daan Struyven +1(972)368-0395 | ephraim.sutherland@gs.com Goldman Sachs & Co. LLC Yulia Zhestkova Grigsby +1(646)446-3905 | yulia.grigsby@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Di ...

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