Goldman Sachs Turunkan Target Minyak 2027, Akibat Pemulihan yang Lambat
Global oil prices are expected to bottom in the final quarter of this year, followed by a recovery that’s both later and more gradual than previously expected, according to Goldman Sachs Group Inc.
Forecasts for Brent and WTI in 2027 reduced by $5/bbl to $58/bbl and $54/bbl, respectively, on higher supplies from the US, Venezuela, and Russia, analysts including Daan Struyven said in a Jan. 11 note.
Price outlooks for 2026 maintained at $56/bbl for Brent and $52 for WTI, with a surplus seen at 2.3 mbpd, they said.
Although threats to sanctioned supplies may create price spikes, “we assume that US policymakers’ preference for strong energy supply keeps sustained oil price upside in check ahead of the midterms,” they said.
Brent and WTI are expected to bottom at $54 and $50/bbl in 4Q 2026 “as OECD inventory builds pick up on a growing surplus and a slowdown in the pace of inventory accumulation on water,” they said.
Prices are now expected to pick up from ea.rly 2027, compared with 4Q 2026 previously, and the recovery to be more gradual, they said.
Source : Bloomberg.com
