原油评论：市场对伊朗、委内瑞拉供应冲击的定价-Oil Comment_ Market Pricing of Iran and Venezuela Shocks
2026-01-15 02:51

14 January 2026 | 7:22AM EST Commodities Research Oil Comment: Market Pricing of Iran and Venezuela Shocks 1 A 1mb/d permanent decline in production tends to raise (the OECD inventory-based fair value of) prices by $8/bbl 12 months after the shock (assuming OPEC doesn't make up the shortfall). n Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Neil Mehta +1(212)357-4042 | neil.mehta@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in ma ...