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Goldman Sachs Forecasts Surge in Energy Capital Expenditure

Primul articol: 9 apr. 2026, 13:01 | Ultima actualizare: 9 apr. 2026, 13:01 | 1 sursa | 1 articol
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Goldman Sachs analysts anticipate a substantial rise in energy capital expenditure, signaling a potential shift in the energy sector. This forecast indicates a renewed focus on expanding energy production capabilities, driven by factors such as increased demand and evolving energy policies. The predicted surge could have significant implications for energy markets, potentially impacting prices, supply chains, and the overall energy landscape.

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Goldman Sachs Sees Highest Energy Capex Since Shale Revolution Foto: Bloomberg
Bloomberg English 9 apr. 2026, 13:01 (acum 4 ore)

Goldman Sachs Sees Highest Energy Capex Since Shale Revolution

Michele Della Vigna, head of EMEA natural resources research at Goldman Sachs, discusses the outlook for energy industry investment with the Strait of Hormuz becoming "more risky" and US shale "peaking." Speaking on Bloomberg Television, Della Vigna says the US-Iran conflict has created a new oil-price equilibrium. "The industry has been underinvesting in hydrocarbons for too long," he adds. (Source: Bloomberg)

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