"Nudging down 2027 forecast..."
Goldman maintains Q4 2026 Brent at $90 despite cutting 2027 outlook; crude slides to $87–84 on Iran peace signals offsetting Hormuz disruption. Oil price stabilization reduces inflation risk and improves capex/opex predictability for energy-intensive cloud and data-center operations.
Goldman Sachs on Thursday lowered its 2027 average Brent oil price forecast to $80/bbl, citing stronger supply growth and persistent demand weakness, even as it warned prices could swing sharply under different…
Goldman Sachs on Thursday lowered its 2027 average Brent oil price forecast to $80/bbl, citing stronger supply growth and persistent demand weakness, even as it warned prices…
Brent crude falls below $84 as peace deal hopes signal Hormuz reopening, restoring 20M barrels/day lost since March. Normalized energy stabilizes data center OpEx; predictable regional supply improves budget forecasting and AI infrastructure expansion planning.
US-Iran peace deal sparks immediate drop for Brent crude but analysts warn complex negotiations lie ahead, potentially halting further significant drops