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Samantha Dart
Goldman Sachs commodities research
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Samantha Dart (Goldman Sachs) tells Bloomberg diesel is the tightest refined-product market because Russia was a major diesel exporter and refining capacity is damaged.
we would say that diesel right now is your tightest market
WTI crude since this was said: ▲ +7.1% · 93.03 → 99.65 · as of 2026-09-11
Dart says US gasoline can move sequentially lower after driving season but not back to normal levels while refining tightness persists.
we think that sequentially things can move lower on the gasoline side, but not to normal levels
WTI crude since this was said: ▲ +7.1% · 93.03 → 99.65 · as of 2026-09-11
Dart says diesel and gasoline premiums over crude stay much higher than normal through the whole of 2027 because refining-capacity damage is not being resolved.
When we think about how much higher than crude oil will diesel be, will gasoline be into next year, the whole of next year, this can continue to be much higher than normal because you're not resolving that tightness in refining capacity
WTI crude since this was said: ▲ +7.1% · 93.03 → 99.65 · as of 2026-09-11
Goldman year-end gold target 4900, nearly 1000 upside from the tape. EVENT: will, dated year-end.
We expect gold prices at $4,900 at the end of this year. So just under $1,000 of upside be
Gold since this was said: ▲ +8.5% · 4,034 → 4,375 · as of 2026-09-11
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