Oil · Supply Shock Research

Research grouped under the Oil · Supply Shock pillar — consensus, dispersion, and the gap to spot across firms. Every piece links back to the underlying firm reports.

2026-11-07·WTI·5 min read·+37.62% gap86 reads
WTI at $90.83 vs $66 Consensus: A 37% Gap Heading Into Dec-2026
WTI spot at $90.83 sits 37.62% above the 11-bank Dec-2026 consensus of $66, with a $50 dispersion separating Goldman's $105 bull case from Citi's $55 floor.
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2026-11-06·WTI·5 min read

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WTI at $90.83 vs $66 Consensus: A 37% Gap Heading Into Dec-2026

WTI Consensus at $66 vs $90 Spot: Bank Forecasts, Week of November 6, 2026

WTI Consensus Check, Week of November 4, 2026: Spot at $95 vs $66 Median

WTI Consensus at $75.5 vs $100.5 Spot: Week of November 2, 2026

WTI Consensus at $75.50 vs $104.14 Spot: Week of October 30, 2026

WTI Consensus Week of Oct 29 2026: Spot at 101.55, Median Target 75.5

WTI Consensus at $75.50 vs $103.29 Spot: Week of October 28, 2026

WTI Consensus at $75.50 vs $100.24 Spot: Week of October 27, 2026

WTI Consensus at $75.50 vs $101.25 Spot: Week of October 26, 2026

WTI Consensus Check, Week of October 24 2026: Spot at 103.27, Banks Target 75.5

WTI Consensus at $75.50 vs $101.06 Spot: Week of October 23, 2026

WTI Consensus Check, Week of October 22, 2026: Spot at $98.47, Median Target $75.50

WTI Consensus Check: Spot at $98.99, 31% Above Median Target — Week of October 20, 2026

WTI Consensus at $75.50 vs $98.36 Spot: Week of October 19, 2026

WTI Consensus at $75.50 vs $99 Spot: Week of October 18, 2026

WTI Consensus at $75.50 vs $99 Spot: Week of October 17, 2026

WTI Consensus Check, Week of October 16, 2026: Spot at $95.77, Median Target $75.50

WTI Consensus at $75.50 vs $96.05 Spot: Week of October 15, 2026

WTI Consensus at $75.50 vs $94.57 Spot: Week of October 14, 2026

WTI Consensus at $75.50 vs $93.24 Spot: Week of October 12, 2026

WTI Consensus Check, Week of October 11 2026: Spot at 91.85, Median Target 66.0

WTI Consensus Check, Week of October 10, 2026: Spot at 91.85, Median Target 66.0

WTI Consensus Check, Week of October 9, 2026: Spot at 90.35, Banks Target 66.0

WTI Consensus at $66 vs $92.79 Spot: Week of October 8, 2026

WTI Consensus Check, Week of October 7, 2026: Spot at 88.9, Median Target 66.0

WTI Consensus Check, Week of October 5, 2026: Spot at $89.25, Median Target $66

WTI Consensus Check, Week of October 4 2026: Spot at 91.11, Median Target 66.0

WTI Consensus Check, Week of October 3, 2026: Spot at 91.11, Median Target 66.0

WTI Consensus Check, Week of October 2, 2026: Spot at 90.85, Median Target 66.0

WTI Consensus Check, Week of October 1, 2026: Spot at 91.29, Banks at 66

WTI Consensus Check: Spot at $88.81, Median Target $66 — Week of September 29, 2026

WTI Consensus Check: Spot at $95.43, Median Target $66 — Week of September 28, 2026

WTI Consensus Check: Spot at 92.41, Median Target 66.0 — Week of September 27, 2026

WTI Consensus Check, Week of September 25, 2026: Spot at $93 vs $66 Median

WTI Consensus Check, Week of September 24, 2026: Spot at $93 vs $66 Median

WTI Consensus Check: Spot at 92.55, Dec-26 Median at 66.0 — Week of September 23, 2026

WTI Consensus Check: Spot at $89.77, Median Target $66 — Week of September 22, 2026

WTI Consensus Check, Week of September 21, 2026: Spot at $94.63 vs $66 Median

WTI Consensus Check, Week of September 20, 2026: Spot at $96 vs $85 Target

WTI Consensus Check, Week of September 17, 2026: Spot at $100.63, Median Target $66

WTI Consensus at $66 vs $103.69 Spot: Week of September 16, 2026

WTI Consensus at $66 vs $105.55 Spot: Week of September 15, 2026

WTI Consensus Check, Week of September 14, 2026: Spot at $103, Banks Target $66

WTI Consensus at $66 vs $100 Spot: Bank Forecasts, Week of September 13, 2026

WTI Consensus at $66 vs $100 Spot: Week of September 12, 2026

WTI Consensus at $69.50 vs $100.98 Spot: Week of September 11, 2026

WTI Consensus at $66 vs $96.86 Spot: Week of September 10, 2026

WTI Consensus Check: Spot at $93.8, Dec-26 Median at $66 — Week of September 9, 2026

WTI Consensus at $66 vs $93.66 Spot: Week of September 8, 2026

WTI Consensus Check, Week of September 7, 2026: Spot at 91.48, Median Target 66.0