"EV Sales Acceleration Poses Downside Risk to Global Oil Demand" – Daan Struyven, Goldman Sachs

"EV Sales Acceleration Poses Downside Risk to Global Oil Demand" – Daan Struyven, Goldman Sachs

June 24, 2026 · 53 min · Season 2 · Episode 333

About this episode

Daan Struyven from Goldman Sachs discusses the implications of accelerating EV sales on global oil demand.

Today we were thrilled to welcome back Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research at Goldman Sachs. Daan joined Goldman in 2015 and previously co-led Goldman Sachs' Global Economics team as well as the firm’s Canada Economics research effort. Daan and his team recently wrote a report titled “EV Sales Acceleration Poses Downside Risk to Global Oil Demand.” We were pleased to hear Daan’s perspective on the report, the acceleration in global...

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Guest: Daan Struyven

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Organizations: Goldman Sachs

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