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Goldman Sachs
Investment bank publishing the landmark 25,000/month AI displacement model; Glasswing partner with Mythos access.
140 of 140 entries (136 events, 4 interactions)
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#1113 Jul
Mentioned in: Helsing picks Plymouth for £350m plant
UK Startups and Innovation#132 Jul
Mentioned in: Brent grinds to $70 into OPEC+ weekend
European Oil Markets#2229 Jun
Mentioned in: OIES base case becomes its stress case
European Energy Markets#1227 Jun
Mentioned in: WTI longs hold, Brent book stays thin
European Oil Markets#14026 Jun
Mentioned in: Brent falls straight through the strikes
Iran Conflict 2026#2022 Jun
Published H2 TTF forecast of EUR 41 with end-July LNG normalisation call and EUR 100+ winter tail risk
European Energy Markets: Goldman and OIES split the winter#2122 Jun
Mentioned in: JKM-TTF arb collapses as tankers return
European Energy Markets#1122 Jun
Mentioned in: Managed money flushes crude book flat
European Oil Markets#13522 Jun
Mentioned in: Brent falls through Trump's war talk
Iran Conflict 2026#1917 Jun
Mentioned in: Asia clears the LNG queue first
European Energy Markets#1916 Jun
Mentioned in: German spark spread flips +EUR 15
European Energy Markets#1916 Jun
Mentioned in: OIES puts refill on track for 70%
European Energy Markets#1916 Jun
Held 2H 2026 TTF forecast at EUR 41/MWh and pushed Hormuz LNG normalisation to end-July, citing 500 anchored vessels
European Energy Markets: Qatar restart leaves a fifth out#1916 Jun
Mentioned in: TTF settles EUR 41 as the ban binds
European Energy Markets#12612 Jun
Mentioned in: Brent hits two-month low on deal bets
Iran Conflict 2026#812 Jun
Mentioned in: Longs rebuilt into an 8-week low
European Oil Markets#12512 Jun
Mentioned in: Brent drops below $90 on ceasefire bet
Iran Conflict 2026#12411 Jun
Mentioned in: Brent slips to $94.71 the day Hormuz is declared shut
Iran Conflict 2026#12310 Jun
Mentioned in: Brent jumps as Iran fires from empty coffers
Iran Conflict 2026#139 Jun
Named as lead underwriter for OpenAI IPO alongside Morgan Stanley and JPMorgan
AI: Jobs, Power & Money: OpenAI heads to market losing money#67 Jun
Mentioned in: OPEC adds 188kbd into 37-year output low
European Oil Markets#1195 Jun
Mentioned in: Iran oil exports fall below 300,000 bpd
Iran Conflict 2026#125 Jun
Mentioned in: Finance sheds 22,000 jobs, a first
AI: Jobs, Power & Money#54 Jun
Mentioned in: Two OFAC clocks, one supply problem
European Oil Markets#1173 Jun
Mentioned in: Brent tops $100 then gives it back
Iran Conflict 2026#1141 Jun
Mentioned in: Brent recovers to $93.91 on deal delay
Iran Conflict 2026#431 May
argued in a late-May note that demand destruction at $90-100 Brent is offsetting the supply shock
European Oil Markets: China crude imports hit decade low#11329 May
Mentioned in: Brent's worst month since the Covid crash
Iran Conflict 2026#1329 May
Mentioned in: EU storage margin narrows to 45 GWh/day
European Energy Markets#328 May
Mentioned in: US refiners chase the distillate crack
European Oil Markets#1127 May
Expanded Global Capability Centre operations in India
AI: Jobs, Power & Money: India IT grows 140,000 as US firms cut#11027 May
Mentioned in: Brent hits conflict low, then rebounds
Iran Conflict 2026#10826 May
Mentioned in: Brent bounces; ship insurers stay put
Iran Conflict 2026#10725 May
Mentioned in: Brent breaks $100 as insurers hold
Iran Conflict 2026#1224 May
Mentioned in: Germany fills at 0.50 pp/day, no scheme
European Energy Markets#223 May
Mentioned in: Brent loses $14 in four sessions
European Oil Markets#10520 May
Mentioned in: Iran charts Hormuz with formal PGSA coordinates
Iran Conflict 2026#10420 May
Mentioned in: Rial bill, yuan portal, two ships
Iran Conflict 2026#10319 May
Mentioned in: Brent at $111, IEA at $106: the $5 gap
Iran Conflict 2026#10118 May
Mentioned in: Brent breaks $110, ADNOC bypasses Hormuz
Iran Conflict 2026#10218 May
Mentioned in: Brent prints $112.10 conflict high, reverses
Iran Conflict 2026#416 May
#1015 May
Expanded India GCC while publishing research modelling 25,000 US monthly AI substitutions
AI: Jobs, Power & Money: India's GCCs absorb the offshored work#9714 May
Mentioned in: Brent $106 on summit Day 1; buffers near exhaustion
Iran Conflict 2026#9612 May
Mentioned in: Aramco CEO: no oil normality until 2027
Iran Conflict 2026#112 May
Mentioned in: WTI short, Brent long +58k contracts
European Oil Markets#9612 May
Noted the structural Hormuz premium will persist beyond any ceasefire until written rules of engagement exist
Iran Conflict 2026: Brent closes $107.05 into Beijing summit#9411 May
Mentioned in: Brent breaks $101 Hormuz floor at $104.71
Iran Conflict 2026#9511 May
Mentioned in: Aramco warns of a 17.5% shock
Iran Conflict 2026#894 May
Estimated a single Project Freedom escort contact would recover $15–20 per barrel
Iran Conflict 2026: Brent's kinetic premium settles at $6.81#884 May
Mentioned in: Brent falls $21 across four sessions
Iran Conflict 2026#74 May
Mentioned in: Project Freedom moves TTF only 1.48%
European Energy Markets#13 May
Issued Q4 2026 Brent forecast at $90/bbl following UAE exit and Hormuz tightening
European Oil Markets: OPEC+ hike 188kbd, UAE out of the room#11 May
Mentioned in: EIA pencils Brent at $89 by Q4 2026
European Oil Markets#861 May
Mentioned in: Brent falls $14.83 in a session
Iran Conflict 2026#8530 Apr
Mentioned in: OPEC+ Seven agree 206k bpd June increase
Iran Conflict 2026#8328 Apr
Mentioned in: Brent hits $111.16, a new post-war high
Iran Conflict 2026#827 Apr
Mentioned in: Salesforce hires 1,000 graduates, but for sales
AI: Jobs, Power & Money#8227 Apr
Mentioned in: Brent $108 as CENTCOM seizes more tankers
Iran Conflict 2026#7925 Apr
Mentioned in: Brent settles $105.30 with no fresh seizure
Iran Conflict 2026#525 Apr
Mentioned in: Netherlands at 8.95%, with state-backed buyer behind it
European Energy Markets#422 Apr
Mentioned in: TTF closes at EUR 42.39 after Hormuz swing
European Energy Markets#7722 Apr
Mentioned in: Pentagon gives Congress Hormuz clock Trump has not
Iran Conflict 2026#7621 Apr
Maintained $120 Q3 severe scenario as operative forecast frame
Iran Conflict 2026: Brent touches $100 on expiry, closes at $97.91#719 Apr
Mentioned in: Meta codes its own org chart
AI: Jobs, Power & Money#7419 Apr
Mentioned in: Treasury signs Russia waiver, lets Iran's lapse
Iran Conflict 2026#317 Apr
Mentioned in: TTF trades EUR 41.67 intraday, extending six-week low
European Energy Markets#614 Apr
Mentioned in: AI industry raises $125M v. regulators
AI: Jobs, Power & Money#6713 Apr
issued $120 Q3 severe scenario as operative frame after blockade
Iran Conflict 2026: Oil surges past $103 on blockade#113 Apr
Mentioned in: JPMorgan warns on chemicals margin squeeze
European Energy Markets#113 Apr
Trading desks stretch to 21-hour days
European Energy Markets#6511 Apr
Mentioned in: Brent crude recovers from post-ceasefire low
Iran Conflict 2026#6710 Apr
projected Brent above $100 throughout 2026 if Hormuz stays closed a further month
Iran Conflict 2026: US inflation hits 1967 levels before blockade#6510 Apr
Mentioned in: Hormuz trickle: five then seven vessels
Iran Conflict 2026#6410 Apr
Mentioned in: Seven Ships Cross Hormuz, No Oil Tankers
Iran Conflict 2026#610 Apr
Mentioned in: Stanford: AI costs 34 hires per layoff
AI: Jobs, Power & Money#639 Apr
Mentioned in: Brent rebounds as Goldman prices ceasefire risk
Iran Conflict 2026#628 Apr
Mentioned in: Brent's biggest single-day drop since 1991 Gulf War
Iran Conflict 2026#58 Apr
Fed and Treasury summon bank CEOs
AI: Jobs, Power & Money#58 Apr
Mentioned in: Anthropic withholds Mythos from public release
AI: Jobs, Power & Money#58 Apr
#56 Apr
Early career displacement scars lifetime earnings
AI: Jobs, Power & Money#56 Apr
Goldman counts 25,000 jobs lost monthly
AI: Jobs, Power & Money#56 Apr
“reconciled estimates against dataset”
AI: Jobs, Power & Money · source event
#56 Apr
“cited dataset in published research”
AI: Jobs, Power & Money · source event
#63 Apr
Mentioned in: Fed admits: no single AI adoption figure
AI: Jobs, Power & Money#81 Apr
Mentioned in: Amazon FCF down 95% as capex hits $200bn
AI: Jobs, Power & Money#51 Apr
Mentioned in: Cumulative AI-attributed US cuts cross 107,000
AI: Jobs, Power & Money#61 Apr
Mentioned in: Iran names Stargate AI centres as targets
AI: Jobs, Power & Money#41 Apr
Mentioned in: AI now leads all US layoff reasons
AI: Jobs, Power & Money#41 Apr
“benchmarked cumulative cuts against”
AI: Jobs, Power & Money · source event
#5431 Mar
Mentioned in: US petrol hits $4; first time since 2022
Iran Conflict 2026#5431 Mar
Iran: six more months; trust level zero
Iran Conflict 2026#5230 Mar
Brent above $116, set for record month
Iran Conflict 2026#128 Mar
Mentioned in: 9fin crosses unicorn threshold at $170m
UK Startups and Innovation#326 Mar
Mentioned in: NY AI layoff law: 162 filings, zero hits
AI: Jobs, Power & Money#4724 Mar
Mentioned in: US fuel up 36%; biggest rise since 1991
Iran Conflict 2026#4724 Mar
Mentioned in: Brent rebounds to $102 after record drop
Iran Conflict 2026#4623 Mar
Mentioned in: Brent below $100 on ceasefire rumours
Iran Conflict 2026#4623 Mar
Mentioned in: MTG: war supporters have destroyed MAGA
Iran Conflict 2026#4623 Mar
Mentioned in: S&P rallies on a deal Iran denies
Iran Conflict 2026#4522 Mar
Goldman raises US recession odds to 25%
Iran Conflict 2026#4522 Mar
Mentioned in: US fuel bills up $300m a day vs pre-war
Iran Conflict 2026#4522 Mar
Mentioned in: Tanker rates quadruple to $800k per day
Iran Conflict 2026#4522 Mar
Mentioned in: $140 Brent tips world into recession
Iran Conflict 2026#4522 Mar
Mentioned in: Brent peaks at $126 — record war high
Iran Conflict 2026#4420 Mar
Tracked global oil supply falling 8 million barrels per day per IEA
Iran Conflict 2026: IEA: 8m barrels/day — record disruption#4420 Mar
Mentioned in: IDF: halfway done. Trump: already won.
Iran Conflict 2026#4319 Mar
Tracked Brent at $112.19 — 66% above the pre-war level of $67.41
Iran Conflict 2026: Brent at $112: 66% above pre-war price#4319 Mar
Mentioned in: 140m barrels of Iran crude sanctioned
Iran Conflict 2026#4319 Mar
Issued oil price warning
Iran Conflict 2026: Goldman: Brent could break 2008 record#117 Mar
Mentioned in: Accenture cuts 11,000 to fund AI bet
AI: Jobs, Power & Money#117 Mar
Mentioned in: Citrini's AI doom scenario goes viral
AI: Jobs, Power & Money#117 Mar
Mentioned in: Oxford Economics: AI layoffs overstated
AI: Jobs, Power & Money#117 Mar
Mentioned in: AI could hollow out the US tax base
AI: Jobs, Power & Money#117 Mar
Mentioned in: US payrolls miss by 142,000 in February
AI: Jobs, Power & Money#117 Mar
Mentioned in: Big Five to spend $650bn on AI in 2026
AI: Jobs, Power & Money#4015 Mar
Mentioned in: Iran FM shifts: this war must end
Iran Conflict 2026#3514 Mar
Tracked Brent closing at $103.14 — second consecutive day above $100
Iran Conflict 2026: Brent holds above $103 for second day#308 Mar
Tracked Brent spiking 26.1% to $116.08 — the largest single-day move
Iran Conflict 2026: Brent spikes to $116, record since 1988#257 Mar
Mentioned in: Qatar warns oil could reach $150/barrel
Iran Conflict 2026#267 Mar
Tracked US crude futures posting a 35.63% weekly gain — a record
Iran Conflict 2026: US crude posts 35.6% weekly gain, record#267 Mar
Mentioned in: Morgan Stanley forecast $12 below spot
Iran Conflict 2026#246 Mar
Tracked Brent above $85/bbl on Day 7 with $100-120 risk cited
Iran Conflict 2026: Analysts warn of $100-120 oil#225 Mar
Mentioned in: Brent hits $83.75, fifth straight gain
Iran Conflict 2026#204 Mar
Raised its Q2 2026 Brent crude forecast by $10 to $76/barrel
Iran Conflict 2026: Goldman bets the war ends before summer#204 Mar
Tracked European gas pulling back from peak to approximately EUR48/MWh
Iran Conflict 2026: Dutch TTF retreats to €48 on ceasefire#153 Mar
Mentioned in: Oil rises further as US embassies close
Iran Conflict 2026#153 Mar
Mentioned in: ECFR: no viable exit on current terms
Iran Conflict 2026#102 Mar
Tracked US markets as the Dow fell 543 points on conflict day one
Iran Conflict 2026: Dow drops 543; markets price a long war#112 Mar
Mentioned in: Europe gas up 54%; Asian LNG surges 39%
Iran Conflict 2026#72 Mar
Mentioned in: Tanker MV Skylight hit near Hormuz
Iran Conflict 2026#82 Mar
Mentioned in: OPEC+ barrels cannot reach the market
Iran Conflict 2026#92 Mar
Tracked Brent rising to $85-90/barrel from a pre-strike level of ~$73
Iran Conflict 2026: Brent at $85 as Hormuz stays shut#71 Mar
Mentioned in: Maersk and CMA CGM halt Hormuz transits
Iran Conflict 2026#71 Mar
Mentioned in: Hormuz down 70%; 150 tankers at anchor
Iran Conflict 2026#61 Mar
Cited as JP Morgan raised its recession probability to 35%
Iran Conflict 2026: JP Morgan raises recession odds to 35%#61 Mar
Tracked Brent crude opening at $82.37/barrel on the conflict's first day
Iran Conflict 2026: Markets bet on short war: Brent $82#61 Mar
Mentioned in: Pentagon: war will last 'weeks not days'
Iran Conflict 2026#25 Feb