Inner Loop Intelligence
All Themes
·
All Sources
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