How the US-Iran Deal Could Affect Oil Prices

How the US-Iran Deal Could Affect Oil Prices – Goldman Sachs Exchanges

Market views

Bullish

BZ— Oil prices expected to remain elevated with Brent averaging $80/barrel by year-end and $75 in 2027, supported by low inventories, ongoing deficits, and disruption risk premium. Upside risks ($50 increase) significantly outweigh downside risks ($20 decrease).
TSLA— EV adoption accelerating, particularly in China, with surging sales contributing to structural demand reduction for oil. This trend is expected to continue and represents a lasting shift from the conflict.

Not investment advice.