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Oil prices ‘could breach $100 a barrel within days’ amid supply disruption from Iran war

Warning from Goldman Sachs comes as crude shipping through strait of Hormuz falls further than bank thoughtGlobal oil prices could breach the $100 (£74) a barrel mark within days, and reach $150 a barrel by the end of the month, without a solution to the severe disruption in crude flows through the strait ‌of Hormuz, Goldman Sachs has warned.Oil exports via the vital trade route linking the world’s biggest oil producers to buyers in the global market have fallen further than the US investment bank had initially expected after the US-Israeli attack on Iran a little over a week ago. Continue reading...

Mar 08, 2026 &03550808202631; 10:55 UTC www.theguardian.com Trending 4/5

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Negative for markets

Sentiment score: -75/100

High impact Immediate effect (hours)

WHAT THIS MEANS

Goldman Sachs warns oil prices could breach $100/barrel within days and potentially reach $150/barrel by month-end due to severe supply disruptions in the Strait of Hormuz following US-Israeli military action against Iran. Crude shipping through this critical chokepoint has declined more sharply than initially anticipated, creating significant upside risk to energy markets.

AI CONFIDENCE

85% Very high

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

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Oil (WTI Crude)

CL=FCommodity

Expected to rise

Crude oil supply disruption through Strait of Hormuz; Goldman Sachs forecasts $100-150/barrel within days to weeks

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Gold Futures

GC=FCommodity

Expected to rise

Safe-haven demand amid geopolitical tensions and energy market volatility

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Euro / US Dollar

EURUSDCurrency

High volatility expected

Oil price surge pressures global growth expectations and central bank policy divergence

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S&P 500

^GSPCIndex

Expected to decline

Higher energy costs threaten corporate margins and consumer spending; stagflation concerns

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Euro Stoxx 50

^STOXX50EIndex

Expected to decline

European equities vulnerable to energy shock; eurozone inflation and growth concerns

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10-Year Treasury Yield

^TNXBond

Expected to rise

Inflation expectations rise on oil supply shock; bond yields increase

PRICE HISTORY

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⚡ SUGGESTED ACTION

Immediate action: Reduce equity exposure, particularly cyclical sectors; establish long positions in crude oil (CL=F) and gold (GC=F) as hedges. Monitor Strait of Hormuz shipping data closely for escalation signals; consider defensive portfolio rotation toward utilities and healthcare until geopolitical tensions stabilize.

KEY SIGNALS

Geopolitical risk premium escalatingSupply-side inflation shock imminentStrait of Hormuz disruption worse than expectedGoldman Sachs high-conviction warningPotential stagflation scenario emergingSafe-haven asset demand increasing

SECTORS INVOLVED

EnergyTransportationUtilitiesConsumer DiscretionaryFinancials

Analysis generated on Mar 09, 2026 at 16:43 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by The Guardian Business. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Oil prices ‘could breach $100 a barrel within days’ amid supply disruption from Iran war

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