HUNGARY FOREIGN MINISTER SZIJJARTO: WILL DISCUSS MIGRATION, GLOBAL SECURITY AND ECONOMIC, ENERGY CO-OPERATION WITH VANCE

Goldman Sachs Group Inc. said copper faces further downside risk if Strait of Hormuz disruptions persist, citing elevated energy costs and weaker global growth prospects tied to Donald Trump’s Iran deadline. Analysts including Aurelia Waltham said prices remain above fair value near $11,100 a ton despite a 7% decline. The bank expects reopening from mid-April but warned fundamentals do not justify current levels. Goldman cut its 2026 average forecast to $12,650 a ton from $12,850, noting downside risks in a severe macro scenario.

EIA短期能源展望报告：预计随着霍尔木兹海峡的石油运输恢复，布伦特原油与WTI原油价差将逐步缩小，油价也将下跌。