Goldman Sachs Sees Downside Risks to Crude and Refined Product Prices From Potential Russia-Ukraine Peace Deal

Reuters

22小時前

Goldman Sachs Sees Downside Risks to Crude and Refined Product Prices From Potential Russia-Ukraine Peace Deal

Nov 26 (Reuters) - GOLDMAN SACHS:

ESTIMATE DOWNSIDE RISKS TO CRUDE PRICES, AND ESPECIALLY REFINED OIL PRODUCT PRICES, IF SANCTIONS ON RUSSIA'S OIL SECTOR WERE TO BE LIFTED
SAYS ITS BASE CASE STILL ASSUMES A STATUS QUO FOR SANCTIONS ON RUSSIAN OIL, AN EXTENSION OF THE RECENT DOWNWARD TREND IN RUSSIA PRODUCTION, AND A DECLINE IN BRENT/WTI OIL PRICES TO $56/52 IN 2026 ON STRONG SUPPLY OUTSIDE OF RUSSIA
ESTIMATES $4-5 OF DOWNSIDE TO OUR BRENT/WTI 2026 PRICE FORECAST FROM A POTENTIAL PEACE DEAL, WHICH COULD SUPPORT A GRADUAL RECOVERY IN RUSSIA PRODUCTION AND INCREASE LANDED OIL INVENTORIES IN THE OECD PRICING CENTERS IF RUSSIAN OIL ON WATER MODERATES
SAYS THE IMMEDIATE DOWNSIDE TO CRUDE PRICES FROM A POTENTIAL DEAL IS MODEST, IN THEIR VIEW, BECAUSE THE MARKET IS ALREADY PRICING IN SOME PROBABILITY OF A DEAL AND BECAUSE IT WOULD LIKELY TAKE TIME FOR RUSSIA PRODUCTION TO RECOVER

((anushree.ashishMukherjee@thomsonreuters.com;))

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</span>GOLDMAN SACHS:</p><ul><li><p>ESTIMATE DOWNSIDE RISKS TO CRUDE PRICES, AND ESPECIALLY REFINED OIL PRODUCT PRICES, IF SANCTIONS ON RUSSIA'S OIL SECTOR WERE TO BE LIFTED</p></li><li><p>SAYS ITS BASE CASE STILL ASSUMES A STATUS QUO FOR SANCTIONS ON RUSSIAN OIL, AN EXTENSION OF THE RECENT DOWNWARD TREND IN RUSSIA PRODUCTION, AND A DECLINE IN BRENT/WTI OIL PRICES TO $56/52 IN 2026 ON STRONG SUPPLY OUTSIDE OF RUSSIA</p></li><li><p>ESTIMATES $4-5 OF DOWNSIDE TO OUR BRENT/WTI 2026 PRICE FORECAST FROM A POTENTIAL PEACE DEAL, WHICH COULD SUPPORT A GRADUAL RECOVERY IN RUSSIA PRODUCTION AND INCREASE LANDED OIL INVENTORIES IN THE OECD PRICING CENTERS IF RUSSIAN OIL ON WATER MODERATES</p></li><li><p>SAYS THE IMMEDIATE DOWNSIDE TO CRUDE PRICES FROM A POTENTIAL DEAL IS MODEST, IN THEIR VIEW, BECAUSE THE MARKET IS ALREADY PRICING IN SOME PROBABILITY OF A DEAL AND BECAUSE IT WOULD LIKELY TAKE TIME FOR RUSSIA PRODUCTION TO RECOVER</p></li></ul><p> ((anushree.ashishMukherjee@thomsonreuters.com;))</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2237443465.HKD","symbol_name":"abrdn SICAV I - 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