The S&P significantly raises oil price expectations; only sustained high levels in the long term can improve the global supply and demand balance.

BlockBeats News, April 30 — S&P has announced that it has raised its price expectations for WTI and Brent crude oil for the remaining period in 2026 by $15 per barrel, and by $5 per barrel for 2027. The latest forecasts show a target price of $95 per barrel for WTI crude oil in 2026 and $100 per barrel for Brent crude oil.

S&P attributes this upward adjustment to two main factors: first, the ongoing escalation of oil supply disruptions; second, the geopolitical risk premium driven up by the deadlock in US-Iran nuclear negotiations.

Regarding the outlook for the Strait of Hormuz, S&P is cautious in its wording — even if the strait fully reopens, oil flows may only gradually recover, and any reopening scenario will be relatively fragile and susceptible to intermittent disruptions.

S&P also points out that current oil prices need to rise further or remain high for a long period to effectively curb demand and improve the global supply-demand balance. Price assumptions for 2028 and beyond remain unchanged for now.

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments