Slack: C09VCLQ3MA7/ts:1773127364.8478

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

iran-hormuz-cascading-supply-shock

🟢 [E1871] Goldman sees extreme upside oil price tails — Brent could hit $100-$140 if Hormuz disruption lasts 60-120 days. A 15mb/d hit lasting 60 days lifts Q4 2026 Brent fair value to $93/89.
supporting · 2026-04-07