Goldman: Diesel prices set to stay high through 2027 as refineries struggle to meet demand

Impact · against what's priced in

The G7's decision to release 100 million barrels of crude and refined products creates a short-term headwind for energy prices, though structural supply deficits support long-term valuation. For Aramco, the temporary dip in futures is offset by the confirmed structural need for sustained production to address a multi-year restocking cycle.

2222.SR+0.10

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