Goldman raises oil price forecasts as Iran war deadlock continues; Shell buying Canada’s ARC in $13.6bn deal – business live

Goldman raises oil price forecasts amid Iran tensions, as Shell snaps up Canada’s ARC in $13.6bn deal | Contesto: cronaca

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• Goldman raises oil price forecasts as Iran war deadlock continues; Shell buying Canada’s ARC in $13.6bn deal – business live

Contesto

Goldman Sachs has raised its oil price forecasts as geopolitical tensions with Iran show no signs of easing, while Shell announced a $13.6bn deal to acquire Canadian energy company ARC Resources. The dual developments underscore a volatile period for global energy markets, with analysts warning that prolonged deadlock over Iran’s nuclear program could push crude prices higher in the coming months. The investment bank now expects Brent crude to average $82 a barrel in the second quarter, up from its previous estimate of $75, citing heightened supply risks from the Middle East. Goldman’s revised outlook comes as negotiations over Iran’s nuclear ambitions remain stalled, raising the prospect of tighter sanctions on Iranian oil exports. The move adds pressure on central banks already grappling with inflation, as higher energy costs could delay interest rate cuts. In a separate but related development, Shell announced it will acquire ARC Resources for $13.6bn in cash and stock, marking one of the largest energy deals this year. The acquisition gives Shell a major foothold in Canada’s Montney shale basin, a region rich in natural gas liquids. The deal reflects a broader industry trend of consolidation as oil majors seek to bolster reserves and streamline operations amid uncertain demand outlooks. The combination of Goldman’s upgraded forecasts and Shell’s strategic purchase highlights a split in the energy sector: while some firms bet on continued fossil fuel demand, others face growing pressure from investors to pivot toward renewables. Analysts note that the Iran deadlock could accelerate this divide, as higher oil prices temporarily boost profits for traditional producers but also sharpen scrutiny on climate commitments. Separately, shares in Adidas jumped nearly 1.75% in early trading after three of its sponsored athletes delivered record-breaking performances at the London Marathon. Sabastian Sawe and Yomif Kejelcha both finished under two hours in the men’s race, while Tigst Assefa set a women-only world record. The German sportswear giant credited its new Adizero Adios Pro Evo 3 shoe, which it says helped achieve “the fastest times humans have ever run in a...

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Categoria: cronaca