由于霍尔木兹海峡关闭, 高盛将石油预期提高到90美元. Goldman Sachs raises oil forecasts to $90 amid Strait of Hormuz closure.

高盛提高了油价预测,预计布伦特原油将在2026年第四季度达到90美元/桶和WTI83美元. Goldman Sachs raised its oil price forecasts, predicting Brent crude will reach $90 a barrel and WTI $83 in the fourth quarter of 2026. 银行指出,由于霍尔木兹海峡关闭而造成的严重供应冲击导致大量生产损失和创纪录库存减少,从而创造了市场赤字. The bank cited a severe supply shock from the Strait of Hormuz closure, which has caused massive production losses and record inventory draws, creating a market deficit. 分析人士警告说,由于美伊朗紧张局势导致供应缩可能会迫使需求崩盘并对全球通货膨胀和经济规划产生重大影响. Analysts warn that the tight supply, driven by U.S.-Iran tensions, may force demand destruction and significantly impact global inflation and economic planning.