Goldman Sachs said a Hormuz-related oil supply shock could accelerate EV adoption and trim global oil demand by up to 0.32 million barrels per day by late 2027. The implication is modestly bearish for long-term oil demand and supportive for electric vehicles, but the piece is primarily scenario-based analysis rather than an immediate market event.
Goldman Sachs said a Hormuz-related oil supply shock could accelerate EV adoption and trim global oil demand by up to 0.32 million barrels per day by late 2027. The implication is modestly bearish for long-term oil demand and supportive for electric vehicles, but the piece is primarily scenario-based analysis rather than an immediate market event.
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