【高盛：波斯湾“暗航”增加缓解供给担忧 布油95美元已计入约15美元风险溢价】高盛表示，布伦特原油已升至每桶95美元，市场正计价“中东短期难达成协议”的状态将持续更久。近期美伊在一个月停火后重新发生袭击，过去10天波斯湾及红海附近至少有6艘油轮遇袭，增加石油基础设施受损风险。库存方面，高盛认为可见数据低估了实际供应。调整预期修正后，全球可见库存较原始数据高约3900万桶，过去30天库存下降速度约210万桶/日。但OECD商业库存自3月以来仅减少1900万桶，仍接近历史均值。
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