Goldman Sachs: Enormous Amount of Oil Could Be Disrupted

The video discusses the high risk of pipeline outages and challenges in seaborne trade, focusing on oil supply disruptions from the Black Sea. It explores strategic oil reserves, OPEC's role, and potential impacts of an Iran deal on market volatility. Future oil market projections and structural changes, including the Nord Stream 2 pipeline, are also analyzed.

What is the primary focus of the current oil market challenges?

• Pipeline flows

• Seaborne trade

• Renewable energy

• Natural gas supply

How many barrels per day are at risk of disruption from the Black Sea?

• 3 million

• 5 million

• 7.3 million

• 10 million

What is the expected monthly increase in oil supply from OPEC?

• 600,000 barrels

• 200,000 barrels

• 400,000 barrels

• 800,000 barrels

What is the potential additional supply from Iran if a deal is reached?

• 200,000 barrels per day

• 500,000 barrels per day

• 1 million barrels per day

• 2 million barrels per day

What is the current price forecast for oil due to potential disruptions?

• $85

• $100

• $115

• $130

What are the main factors driving oil price volatility?

• Low inventories and strong demand

• High inventories and low demand

• Stable production and low demand

• High production and low demand

What is the probability of oil prices dropping to $85 if certain geopolitical conditions are met?

• High probability

• No probability

• Nontrivial probability

• Guaranteed probability