Currently, economists are favoring investments in oil and Brent due to a predicted increase in demand driven by tight supply and anticipated offshore projects slated for 2026-2027. Additionally, gold is viewed as a stable investment option, with positive long-term potential for appreciation. However, the outlook for US 10-Year Bonds remains uncertain, indicating caution among analysts in that area. Overall, the focus appears to be on commodities like oil and gold as promising investment opportunities.
The comments suggest an increase in Brent prices due to declining supply and expected rising demand from upcoming offshore projects.
Gold is considered a stable investment, although the maximum upside could be around 50%. Overall, the outlook is positive with potential for increases.
There is tight drill ship supply and high newbuild costs, suggesting increasing demand for oil in the coming years. Analysts expect a boom in prices if offshore projects pick up by 2026-2027.
The current situation presents uncertainty in the bond market, making it difficult to ascertain a clear direction.