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Walter Bloomberg Walter Bloomberg @walterbloomberg · 32.4K subscribers
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GOLDMAN: GULF OIL EXPORTS FULLY RECOVER TO 2025 LEVELS

Persian Gulf oil exports have doubled in September, reaching 23.3 million barrels per day, according to Goldman Sachs.

Crude shipments have recovered to 108% of their 2025 average, but key refined products, including diesel and jet fuel, remain at just 50% amid refinery outages and shipping risks.

Goldman sees the global oil market roughly balanced and maintains its $85 Brent forecast for year-end.
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