---
title: "Supply, Supply, Supply; Goldman One-Delta Desk Sees Dominant Narrative Shift From AI To Rates"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286921783.md"
description: "While the world was/is focused on the 'shortage' of semis/power/crude, Goldman Sachs one-delta desk-head, Rich Privorotsky, highlights a growing problem facing many markets simultaneously - supply! Oil SensitivityYet another jawbone/TACO on oil overnight, with Iran strikes reportedly called off at the last minute following pressure from other middle east leaders."
datetime: "2026-05-19T13:27:20.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286921783.md)
  - [en](https://longbridge.com/en/news/286921783.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286921783.md)
---

# Supply, Supply, Supply; Goldman One-Delta Desk Sees Dominant Narrative Shift From AI To Rates

While the world was/is focused on the **'shortage'** of semis/power/crude, Goldman Sachs one-delta desk-head, Rich Privorotsky, highlights a growing problem facing many markets simultaneously - **supply!**

## **Oil Sensitivity**

Yet another jawbone/TACO on oil overnight, with Iran strikes reportedly called off at the last minute following pressure from other middle east leaders.

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