Calm. Methodical. Evidence-Based.

Oil is staying expensive mainly because war risk has constrained flows through the Strait of Hormuz—not because Goldman “knows” prices will stay above $100, but because it’s warning what could happen if disruption persists into 2027.

Economy

Mar 20, 2026

As war-driven energy shocks collide with U.S. midterm incentives, national security decisions risk being shaped by domestic political pressure rather than transparent, accountable governance.

Economy

Mar 2, 2026