Daan Struyven

On 19 March, Struyven warned that Brent could exceed its 2008 intraday record of $147.50 if Strait of Hormuz flows stayed depressed for 60 days. The call framed his role as an analyst of a supply shock rather than a commentator on ordinary price cycles.

On 22 March, he raised Goldman's estimate of US recession probability to 25% as crude prices remained elevated during the Hormuz disruption. That linked his oil work to the wider economic consequences of sustained energy costs.

On 22 July, Struyven's Goldman Sachs TEAM set Brent above $120 as a fourth-quarter scenario if Hormuz disruption persisted and Persian Gulf flows remained well below pre-war levels. Its central fourth-quarter case was $80, despite Brent reaching $92.09 that day.

That distinction defines Struyven's public role in the oil story. His work separates a forecast from the conditions that would invalidate it, particularly when war-risk insurance costs affect tanker movements before any confirmed change in physical supply.