Goldman says $100 oil possible as record demand outpaces supply

Bloomberg2021-12-17

Collapse in upstream investments seen; bank’s base case at $85 Record gasoline, diesel, plastic use to be smashed in 2022/23 Oil at $100 a barrel cannot be ruled out in 2023 as supply additions are ...

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精彩评论

andrew123
2021-12-17
andrew123
If oil goes up $100, will kep corp, sem marine goes up as well?
robot1234
2021-12-17
robot1234
Oil at $100 a barrel cannot be ruled out in 2023 as supply additions are expected to be too slow to keep up with record demand, according to Goldman Sachs. Better to take it with a pinch of salt
Benly8
2021-12-17
Benly8
Goldman very bullish on oil
- SiewLooiWan:
  sure

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bank’s base case at $85\nRecord gasoline, diesel, plastic use to be smashed in 2022/23\n\nOil at $100 a barrel cannot be ruled out in 2023 as supply additions are expected to be too slow to keep up with record demand, according to Goldman Sachs.\nWhile the bank's base forecast is for Brent to stay around US$85 next year and 2023, it could breach triple digits through either higher cost inflation for drillers, or if an unexpected supply shortfall forces prices to spike high enough to destroy demand, said Damien Courvalin, head of energy research.\nThe upside risks underscore why Goldman remains bullish on oil even after prices have rallied more than 40 per cent this year. The bank sees the recent sell-off as overdone on unnecessary concerns about Omicron-related restrictions and expects investors to buy the dip once asset managers reallocate money next year.\n\n\"There's insufficient supply in the face of strong demand,\" Mr Courvalin said in a call with reporters on Friday (Dec 17). \"Oil prices have to be higher to overcome the higher cost of capital to fund projects.\"\nThe recent $10 dip is the equivalent of pricing in a loss of 5 million barrels a day of demand for three months. That's likely an overreaction, Mr Courvalin said, as governments seem to be responding to Omicron with more testing than new lockdowns so far.\nLonger term, output growth is being hit by challenges including upstream cost inflation and more expensive financing as investors opt to support environmental, social and governance-focused sectors, he said. Investments in long-cycle oil projects have also dipped due to uncertainties around energy transition and its impact on fuel usage.\nDemand for everything from petrol, diesel and plastics is currently at a record level, with consumption expected to reach new highs in 2022 and 2023, he said. Use of jet fuel will continue to lag due to Covid-related travel restrictions, but some pent-up demand for travel is likely to emerge as borders reopen.\nDemand is being supported by strong government capital expenditure, both to support the economic recovery from Covid-19 and to fund the energy transition needed to combat climate change. An increased focus on income inequality will also support commodities, as poorer people tend to spend a higher portion of their income on goods and energy.\nOil prices could go as high as $110 a barrel if supply can't keep up and the market needs demand destruction in order to balance, he said.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":699933886,"gmtCreate":1639733119722,"gmtModify":1639733163988,"author":{"id":"3576260758860416","authorId":"3576260758860416","name":"andrew123","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"If oil goes up $100, will kep corp, sem marine goes up as well?","listText":"If oil goes up $100, will kep corp, sem marine goes up as well?","text":"If oil goes up $100, will kep corp, sem marine goes up as well?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699933886","repostId":2192926212,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699048943,"gmtCreate":1639728586979,"gmtModify":1639728586979,"author":{"id":"3561596430587504","authorId":"3561596430587504","name":"robot1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Oil at $100 a barrel cannot be ruled out in 2023 as supply additions are expected to be too slow to keep up with record demand, according to Goldman Sachs. Better to take it with a pinch of salt","listText":"Oil at $100 a barrel cannot be ruled out in 2023 as supply additions are expected to be too slow to keep up with record demand, according to Goldman Sachs. Better to take it with a pinch of salt","text":"Oil at $100 a barrel cannot be ruled out in 2023 as supply additions are expected to be too slow to keep up with record demand, according to Goldman Sachs. Better to take it with a pinch of salt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699048943","repostId":2192926212,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699056208,"gmtCreate":1639727448231,"gmtModify":1639727448485,"author":{"id":"3579657215684313","authorId":"3579657215684313","name":"Benly8","avatar":"https://static.tigerbbs.com/80f36222b1c1982caf217686d5a8431f","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Goldman very bullish on oil&nbsp;","listText":"Goldman very bullish on oil&nbsp;","text":"Goldman very bullish on oil","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699056208","repostId":2192926212,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7021107,"gmtCreate":1639728222888,"gmtModify":1639728222995,"authorId":3582061758353540,"author":{"id":3582061758353540,"authorId":3582061758353540,"name":"SiewLooiWan","avatar":"https://static.tigerbbs.com/882a76fb2f3809d087f6c6ad77073f77","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":699056208,"type":1,"supId":0,"prevId":0,"content":"<u>sure</u>","text":"<u>sure</u>","html":"<u>sure</u>"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":33,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2192926212"}