David Solomon doesn’t mince words. The Goldman Sachs CEO laid it out plainly Tuesday at the Paley Center: oil prices could climb to $80-$100 a barrel in three to six months. Investing.com captured the moment, with Brent futures hovering near $95 and West Texas Intermediate at $87 that day.

Current levels already test nerves. Brent settled at $95.48 Monday, up 5.64% on fears the U.S.-Iran ceasefire might crumble, as violence flares around the Strait of Hormuz. WTI jumped 6.87% to $89.61. Traders eye every tanker report. Flows through the strait—chokepoint for 20% of global supply—stay sharply curtailed despite a brief Israel-Lebanon truce.

Solomon’s base case sounds measured. Yet it marks a new reality. Pre-war forecasts look quaint now. Goldman trimmed its Q2 2026 Brent outlook to $90 from $99 after a short-lived U.S.-Iran ceasefire, with WTI at $87 from $91. Reuters noted the shift reflected easing risk premiums and tentative Hormuz flows. Q3 holds at $82 Brent, $77 WTI. Q4?…