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Story summary
- Goldman Sachs analysts say a temporary surge to $100 per barrel could slow global growth by 0.4 percentage points due to Iran-related oil-flow disruption.
- They forecast Brent at $76 in Q1 2026 and $65 in Q4 2026.
- UBS analysts raised Brent to $71 in Q1 2026 and $72 for the year, citing the Strait of Hormuz.
- They warn energy-infrastructure strikes could push prices above $90, with potential for $100 if the conflict escalates.
