Goldman Says $120 Oil. Hedge Funds Just Blinked First.
Hedge funds were net bearish for 4 months of the U.S.-Iran war, missing $80 to $96. Now Goldman flags $120. Are funds buying the top? The data says yes…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
5 articles Updated every morning
Hedge funds were net bearish for 4 months of the U.S.-Iran war, missing $80 to $96. Now Goldman flags $120. Are funds buying the top? The data says yes…
Goldman Sachs says Persian Gulf exports are still 33% below pre-war levels in August 2026. Venezuela may exit OPEC. Here's what the data actually shows…
Goldman Sachs set a $120/bbl Brent target while a ceasefire rumor knocked prices to $88. Cushing below 20M barrels, refining at 18.2 mb/cd…
Goldman's CEO warns supply tightening drives inflation higher. US inventories fell 6.75M barrels. Here's why demand destruction fears are the market's…
Goldman Sachs warns oil shock will cost 10,000 US jobs monthly through 2026. Job losses prove oil is economic necessity, validating inelastic demand thesis…
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