Speaking on the Goldman Sachs Exchanges podcast on March 2, Struyven broke down the math behind the market’s reaction. Without sustained supply disruptions, Goldman Sachs estimates the fair value for Brent crude oil to be around $65 per barrel. “With the market price at $78, the market is essentially pricing an $13 per barrel risk premium,” Struyven explained. According to the firm’s models, this $13 premium perfectly aligns with the expected price impact of a 100% full closure of the Strait of Hormuz lasting for roughly one month.
2026-03-04 00:00:00:03014320810http://paper.people.com.cn/rmrb/pc/content/202603/04/content_30143208.htmlhttp://paper.people.com.cn/rmrb/pad/content/202603/04/content_30143208.html11921 安徽省长丰县 全力打造“一城四地”，砥砺奋进发展新程
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1月纯电动车占新能源出口65%，A00+A0级小型车仍是主力，但中高端车型占比正在爬升。这不是简单的出口数据变化，而是中国制造在全球能源版图中的生态位移。当欧洲因俄乌冲突加速能源转型时，中国光伏组件对欧出口暴涨120%；这一次，亚洲、中东、非洲的石油进口国将面临同样的选择。，这一点在体育直播中也有详细论述
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