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13.03.26 - 23:09
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UBS And Goldman Map The Paralysis Across Hormuz Chokepoint (ZeroHedge)
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UBS And Goldman Map The Paralysis Across Hormuz Chokepoint
The second week of the U.S.-Israeli war against Iran is coming to a close, with no visible off-ramp yet emerging, even as the White House continues to project victory. Goldman now expects the disruption in the Strait of Hormuz to persist for three weeks, a timeline that suggests further intensification of what the IEA has already described as an unprecedented global energy shock.
Focusing on the Strait of Hormuz chokepoint, data from UBS and Goldman desks show that flows through the critical waterway remain muted by the end of the week.
Current situation in the Hormuz and Gulf area:
Oil & gas tankers passing through the Strait of Hormuz, in number of ships, entering and exiting the Gulf
Crude loadings by ports in the Middle East (Mb/d)
Iran's crude loadings by port (Mb/d)
Map of oil & gas infrastructure in the Persian Gulf
Iranian attacks on vessels (direct & attempted)
Map of ships' locations when struck in the Gulf region since ear...
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13.03.26 - 10:45
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G Sachs Cuts CN Real GDP Growth Forecast to 4.7% This Yr (AAStocks)
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Goldman Sachs lowered its forecast for China's real GDP growth this year from 4.8% to 4.7%, foreign media reported. The bank also reduced growth expectations for most Asian economies by 0.3-0.5 ppts on surge in energy prices caused by the Iran war.~AASTOCKS Financial NewsWebsite: www.aastocks.com...
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13.03.26 - 08:15
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G Sachs Raises Mar's Avg. Brent Oil Futures Forecast to USD100+ (AAStocks)
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Goldman Sachs (GS.US) stated that the average Brent oil futures for March is expected to exceed USD100/ bbl, with April's forecast at USD85, as the Iranian war wrought damage to Middle East energy infrastructure and the disruption of the Hormuz Strait, which prompted ongoing energy price volatility. If the oil supply disrupt......
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12.03.26 - 22:45
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Charts Show Middle East Shockwave Rippling Through Energy, Air Travel, And Freight Networks (ZeroHedge)
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Charts Show Middle East Shockwave Rippling Through Energy, Air Travel, And Freight Networks
The Middle East conflict has triggered what the International Energy Agency earlier described as the largest oil supply disruption in global oil market history, as Iran continues to strike energy infrastructure across the Gulf. Against that deteriorating backdrop, Goldman analysts laid out how the shock is rippling through the global economy, disrupting oil flows, air travel, and freight markets.
Analysts led by Patrick Creuset said oil and transport markets have taken the hardest hit from the near-freeze in crude tanker traffic through the Strait of Hormuz. The disruption has also spilled into air travel, with a sharp decline in flights across the Gulf, though the fallout has so far remained largely contained to the region. Air cargo between Asia and Europe, however, has been hit the hardest, given the large role Middle Eastern airlines play in global freight.
Impact summary:
Oil
Crude tanker transits ...
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12.03.26 - 19:18
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Goldman Sachs Raises Price Targets on 3 Tech Giants by 10% and More (24/7 Wall St.)
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Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and ranks 55th on the Fortune 500 list of the largest U.S. corporations by total revenue. The Wall Street white-glove giant offers financing, advisory services, risk distribution, and hedging for the firm's institutional and corporate clients. In addition, it provides advice, investing, ... Goldman Sachs Raises Price Targets on 3 Tech Giants by 10% and More
The post Goldman Sachs Raises Price Targets on 3 Tech Giants by 10% and More appeared first on 24/7 Wall St.....
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