
Goldman Sachs kept its 2026 average forecasts at $83 for Brent and $78 for WTI, saying softer demand and easing disruptions balance risks. The bank assumes Hormuz flows normalize gradually by mid-May.
A faster peace deal could push prices lower in the near term.
A forecast that assumes normalizing Hormuz flows implies lower energy prices ahead, which reduces diesel and fertilizer costs for feed production. Forecast balance suggests no sharp directional change in the outlook.
Setelah 129 peristiwa laporan bearish sebelumnya, Minyak Mentah (Brent) bergerak median -1,3% selama 5 sesi (45% lebih tinggi; separuh tengah -3,9% sampai +2,5%), dan +0,4% selama 20 sesi.
Setelah 171 peristiwa laporan bearish sebelumnya, Minyak Mentah (WTI) bergerak median -1,5% selama 5 sesi (37% lebih tinggi; separuh tengah -4,8% sampai +1,9%), dan -0,9% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
Goldman's view of softer demand and gradual Hormuz normalization reinforced the bearish sentiment and possible lower near-term prices.