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Morgan Stanley
Brent crude falls toward $70 as Hormuz traffic rebounds
Brent crude dropped below $71 a barrel on Thursday, sliding back toward levels last seen before the U.S.-Iran conflict disrupted global oil markets, as recovering tanker traffic through the Strait of Hormuz and the prospect of further OPEC+ supply increases…
Goldman Sachs projects 3M barrel-per-day oil glut in 2027
Goldman Sachs The Goldman Sachs Group, Inc. warned on Wednesday that a coming wave of oil supply will overwhelm global efforts to replenish depleted strategic reserves, projecting a surplus of more than 3 million barrels per day in 2027 once…
Oil set for steepest quarterly drop since 2020 pandemic
Oil prices fell on Tuesday and are set for their worst quarterly decline since the early days of the COVID-19 pandemic, driven by expectations that diplomacy between the United States and Iran could restore crude flows through the Strait of…
Morgan Stanley slashes oil forecast again as Hormuz flows rebound
Morgan Stanley slashed its Brent crude oil forecast for the second time in roughly two weeks, lowering its third-quarter 2026 projection to $75 a barrel as tanker traffic through the Strait of Hormuz rebounds more quickly than analysts anticipated. The…
Morgan Stanley calls salt ‘the new oil’ as sodium-ion batteries rise
Morgan Stanley has declared the dawn of a "New Oil Age" — not for petroleum, but for salt. In a note to clients published in late June, analyst Jack Lu and his team forecast that sodium-ion batteries will surge from…
Morgan Stanley nearly doubles China humanoid robot forecast to 50,000 units
Morgan Stanley raised its 2026 China humanoid robot shipment forecast for the second time this year on Tuesday, now expecting 50,000 units to ship — nearly double its previous projection of 28,000. The revision reflects accelerating commercial deployment across Chinese…