Goldman Sachs: biggest oil crisis in history is about to hit (bsky.app)

• Chronic underinvestment in upstream infrastructure risks long-term supply deficits.
• Projected demand-supply mismatch suggests historic price spikes on the horizon.
• Energy transition policies are widening the gap between current production and actual consumption needs.

"Goldman Sachs analysts have issued a stark warning regarding the potential for an unprecedented oil crisis. The firm highlights a critical disconnect between declining investment in traditional hydrocarbon extraction and persistent, rising global energy demand. This structural shortfall in supply capacity threatens to create extreme price volatility. The transition towards sustainable energy sources has prematurely curtailed conventional exploration, resulting in a dangerous gap that may trigger significant geopolitical and economic disruption as markets struggle to balance during the energy shift."