14:13, 3 марта 2026Силовые структуры
Speaking on the Goldman Sachs Exchanges podcast on March 2, Struyven broke down the math behind the market’s reaction. Without sustained supply disruptions, Goldman Sachs estimates the fair value for Brent crude oil to be around $65 per barrel. “With the market price at $78, the market is essentially pricing an $13 per barrel risk premium,” Struyven explained. According to the firm’s models, this $13 premium perfectly aligns with the expected price impact of a 100% full closure of the Strait of Hormuz lasting for roughly one month.
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I believe that they use the RSP more as a communication tool than as commitments that Anthropic would follow even when inconvenient.
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“유통기한 짧다” 교환 거부당하자 케이크 바닥에 내동댕이 [e글e글]
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