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Goldman Sachs сохранил прогноз цены на нефть в $66 за баррель к концу года

Инвестбанк Goldman Sachs сохранил свой прогноз цены на сырую нефть в $66 за баррель к концу года, несмотря на «значительные риски, связанные со сценариями длительных нарушений» для судоходства в Ормузском проливе. Об этом сообщает Financial Times, ссылаясь на аналитическую записку банка.

Mar 10, 2026 &03091010202631; 11:09 UTC www.kommersant.ru Trending 2/5

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Neutral impact

Sentiment score: 0/100

Moderate impact Medium-term (weeks)

WHAT THIS MEANS

Goldman Sachs maintains its crude oil price forecast at $66 per barrel by year-end despite significant risks from potential prolonged shipping disruptions in the Strait of Hormuz. The bank acknowledges geopolitical tensions but believes current market pricing adequately reflects these risks.

AI CONFIDENCE

75% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

⇅

Oil (WTI Crude)

CL=FCommodity

High volatility expected

Oil price forecast maintained at $66/barrel despite Strait of Hormuz disruption risks; geopolitical tensions create upside volatility potential

⇅

Euro / US Dollar

EURUSDCurrency

High volatility expected

Oil price stability supports energy-dependent European economies; currency may experience volatility from energy cost implications

⇅

Euro Stoxx 50

^STOXX50EIndex

High volatility expected

European energy stocks and broader index sensitive to oil price outlook; moderate forecast suggests limited downside but geopolitical risks remain

⇅

IT→.MI

IT→.MIStock

High volatility expected

Italian energy and industrial sectors exposed to oil price movements and shipping disruption risks

PRICE HISTORY

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⚡ SUGGESTED ACTION

Monitor oil price action around $66 support level; consider long positions in energy stocks if prices hold above this level, but maintain tight stops given Hormuz geopolitical risks. Watch shipping indices for early warning signals of actual disruptions.

KEY SIGNALS

Goldman Sachs maintains $66/barrel forecast despite geopolitical risksStrait of Hormuz disruption risks acknowledged but priced inMarket pricing appears adequate for current risk scenariosPotential for upside volatility if disruptions materialize

SECTORS INVOLVED

EnergyTransportationShippingIndustrialUtilities

Analysis generated on Mar 11, 2026 at 03:09 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 Kommersant. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Goldman Sachs сохранил прогноз цены на нефть в $66 за баррель к концу года

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