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Geopolitics · ▼ Bearish · 2 sources confirmed · 2026-09-08 14:54 UTC

Goldman Sachs warns oil prices could hit $120 as U.S. fuel costs surge

Why now

Thesis: Goldman $120 oil forecast pressures margins

Catalyst to watch: U.S. fuel cost surge continuing

Main risk: Inflation keeps rate-cut hopes in check

Why it matters

A Goldman forecast of $120 oil implies higher input and transport costs, pressuring margins and feeding inflation expectations that can keep rate-cut hopes in check.

Related assets & topics

Goldman Sachs · GSWTI Crude Oil · CL=FOil

Sources

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