Goldman Sachs has revised its Q2 2026 oil price forecasts following a temporary ceasefire between the U.S. and Iran. The bank lowered its Brent crude forecast from $99 to $90 per barrel and WTI crude from $91 to $87 per barrel, citing reduced risk premiums and a gradual recovery in throughput through the Strait of Hormuz. This adjustment led to an 11% drop in Brent crude prices this week.
Despite the revision, Goldman Sachs maintained its second-half oil price outlook, highlighting ongoing supply-side uncertainties. The bank warned that if Middle East supply disruptions persist, Brent crude could surge to $115 per barrel. Additionally, Goldman Sachs reduced its forecast for European TTF natural gas prices to €50 per MWh, but cautioned that prices could exceed €75 if LNG shipping faces disruptions. The ceasefire has temporarily eased market tensions, but geopolitical factors continue to pose significant volatility risks in the energy market.
Goldman Sachs Cuts Q2 Oil Price Forecast Amid U.S.-Iran Ceasefire
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