高盛在最新发布的油价预测中发出警告，由于霍尔木兹海峡与红海地区针对航运的袭击事件不断加剧，布伦特原油价格可能突破每桶120美元大关。该行分析师在周一晚间的一份研究纪要中指出，市场正日益将中东冲突长期化纳入定价考量。
高盛表示，其基准情景假设现已调整为中东航运中断将持续至明年。在最悲观的情景预测中，若中东产油因持续紧张局势而出口瓶颈依旧，到2027年，每桶120美元的油价或将常态化。而在基准情景下，高盛将2026年12月布伦特原油价格预测从此前的每桶80美元上调至85美元。该行同时指出，美国及其他中东以外产油国的供应增长，或有助于部分抵消该地区供应中断所带来的冲击。
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