Tag: Goldman Sachs

The Iran Closure on the Strait of Hormuz Could Last to Labor Day: What It Means for Global Markets, Oil Prices, and the Physical vs. Paper Disconnect

Clark Savage19

The Strait of Hormuz — the narrow waterway through which roughly one-fifth of global oil and significant LNG volumes flow — has remained effectively closed since early March 2026 following the escalation of the U.S.-Israel-Iran conflict. Iran has suspended talks and signaled the blockade could become permanent absent major concessions. In a wide-ranging interview with […]

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The U.S. dollar and oil prices are moving in lockstep like never before — and the ongoing Iran war is the reason.

Clark Savage764

Eleven weeks into the Middle East conflict that has effectively shuttered the Strait of Hormuz and sent energy prices soaring, the correlation between the Bloomberg Dollar Spot Index and Brent crude futures has hit its highest level on record. This marks the strongest daily tandem movement between the greenback and oil in more than two […]

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Goldman Says Global Oil Stocks Approaching Eight-Year Low, Depletion Speed a Concern

Clark Savage1660

Global oil inventories are rapidly approaching their lowest level in nearly eight years, according to a new analysis from Goldman Sachs. The investment bank warned that the pace of depletion has become a major concern amid ongoing supply disruptions, particularly restrictions on flows through the Strait of Hormuz. Goldman estimates that total global oil stocks […]

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Goldman Sachs says Higher for Longer Is the New Reality – We add that it’s not just oil – it is gas, diesel, jet fuel and everything else.

Clark Savage964

On the Energy News Beat Stand Up, we are covering 9 big stories, and they all have a huge impact on the markets, consumers, and investors. Goldman Sachs validated what we had been writing about, and we also brought up the other downstream products that look to be approaching a critical supply chain breaking point. […]

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Post-Iran Conflict: Why LNG Markets Face a Longer, Bumpier Recovery Than Oil

Clark Savage462

While Goldman Sachs and other analysts project a relatively swift rebound in Gulf oil output once the Strait of Hormuz reopens and the ceasefire holds, the outlook for liquefied natural gas (LNG) markets is markedly more cautious. Roughly 20% of global LNG supply—primarily from Qatar—has been disrupted by the conflict, with physical damage to liquefaction […]

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