Goldman Sachs

“normalize only gradually through 2027,”

Goldman Sachs · said 2026-08-23 · reported 2026-08-27

Goldman Sachs analysts said in a note published Sunday that if Middle East LNG exports normalize only gradually through 2027, natural gas futures would need to rise above 100 euros per megawatt-hour to curb Asian demand enough for Europe to manage storage levels through winter.

“Despite the volatility, US equity long/short hedge funds have returned 10% through mid-August.”

Goldman Sachs · said date not stated · reported 2026-08-21

Goldman Sachs reported solid year-to-date returns for equity long/short hedge funds despite market swings.

“Hedge fund performance, leverage, and the most popular long positions have swung sharply with the AI trade during the last few months,”

Goldman Sachs · said date not stated · reported 2026-08-21

Goldman Sachs observed significant fluctuations in hedge fund performance and leverage driven by AI investments.

“The recent oil price rally … demonstrates how critical Hormuz flows remain for prices in the short-term. However, in the long-term, we estimate that enough pipeline capacity will likely be added in the Mideast region to insulate over 45% of the pre-war level of Persian Gulf producers’ exports by end-2027 and more than 60% by end-2028 from any potential future Hormuz shocks.”

Goldman Sachs · said 2026-07-12 · reported 2026-07-13

Alexandra Paulus’s commodity team wrote that the disruption caused by the Strait will act as motivation to build other pipelines out of the region.