金色财经
金色财经|Sep 21, 2026 15:08
[Barclays: Upside Risks to Oil Price Forecast Intensify] Golden Finance reported on September 21 that Barclays stated, given developments in the Middle East and the demand-side response to high oil prices, the risks to its oil price forecast are currently skewed to the upside. Barclays noted that if the current situation persists, oil prices could rise approximately 50% further from current levels before the market reaches natural equilibrium. Inventory and demand indicators suggest that there is still significant room for oil prices to increase before supply and demand return to balance. Barclays pointed out that the response from non-OPEC supply has been relatively limited so far, but this may change in the coming months due to the lag in production adjustments. Additionally, apart from Brazil, non-OPEC production growth has not significantly exceeded expectations.
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