Goldman Sachs: EV Sales Surge Could Cut Global Oil Demand by Up to 320,000 bpd by December 2027
2026-06-23 11:49:22
Global passenger EV sales have accelerated amid supply disruptions linked to the Strait of Hormuz and higher fuel prices, Goldman Sachs said in a recent research note. If the trend continues, the bank estimates global oil demand could be 130,000 to 320,000 barrels per day lower than its baseline scenario by December 2027—equivalent to 0.1% to 0.3% of global demand—adding medium- to long-term downside risk to oil prices, according to 36Kr.
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