Samantha Dart

Samantha Dart, Co-head of Global Commodities Research at Goldman Sachs, explains oil shock scenarios and how transit or production risks could push Brent above $100. Winnie Wu, Head of APAC Equity Strategy at Bank of America, discusses Asia's exposure to higher oil, China’s growth target shift, and tech self-reliance. They tackle market interventions, stockpiling trends, and the lagged role of US shale.

Samantha Dart, Goldman Sachs commodities chief, breaks down refined fuels and supply scenarios. Mandeep Singh, Bloomberg Intelligence tech head, parses NVIDIA, semiconductors and AI partnerships. Ellen Wald, energy market strategist, assesses oil market risks and Gulf drone threats. They discuss soaring drone attacks, oil and refined-product shocks, semiconductor supply limits, and implications for global energy and tech markets.

Samantha Dart, Co-Head of Global Commodities Research at Goldman Sachs, brings expert insight on oil, gas, and power markets. She contrasts regional energy strategies and China’s coal-plus-renewables path. She explains how supply concentration, Qatar LNG losses, and refinery constraints ripple through jet fuel, power prices, and industrial resilience.

Samantha Dart, Head of Global Natural Gas Research at Goldman Sachs, shares her expertise in the evolving natural gas landscape. She discusses the anticipated rise in global LNG capacity and its implications for U.S. natural gas producers. Samantha examines future price trends and the impact of energy transition challenges. She also sheds light on European industrial demand facing rising costs and the complexities of the U.S. LNG market. Dive into insights about how geopolitical factors are reshaping energy strategies and pricing dynamics.

Head of Natural Gas Research at Goldman Sachs, Samantha Dart, discusses the future of LNG and global natural gas markets. Topics include the impact of European energy crisis on gas prices, AI's influence on US power generation demand, US natural gas production growth, vulnerabilities in the gas market, and the role of Abacx Exchange in managing risks.