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New Estimates Challenge Assumptions About Lost Gulf Oil Supply | OilPrice.com

Alternative export routes, smuggling activity, and weaker Chinese demand may have reduced the effective impact of the Strait of Hormuz disruption far below initial estimates.

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oilprice.comStai leggendo2 mesi fa

New Estimates Challenge Assumptions About Lost Gulf Oil Supply | OilPrice.com

Stime petrolio riviste al ribasso: perdita dal Golfo da 11-14M a 5-6M b/d tramite rotte alternative e smuggling, sfidando le proiezioni post-conflitto. Crollo consumi Cina (importazioni a minimo 8 anni) suggerisce demand destruction globale; volatilità prezzi energia avrà impatto su datacenter, cloud costs, supply chain.

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thehindubusinessline.com2 mesi fa

Strait of Hormuz oil flows may recover to only 70% after war: Goldman Sachs

Goldman Sachs predicts oil flows through Hormuz may only recover to 70% of pre-war levels due to alternative routes.

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martedì 16 giugno 2026·oilprice.com
New Estimates Challenge Assumptions About Lost Gulf Oil Supply | OilPrice.com
Alternative export routes, smuggling activity, and weaker Chinese demand may have reduced the effective impact of the Strait of Hormuz disruption far below initial estimates.
giovedì 18 giugno 2026·thehindubusinessline.com
Strait of Hormuz oil flows may recover to only 70% after war: Goldman Sachs
Goldman Sachs predicts oil flows through Hormuz may only recover to 70% of pre-war levels due to alternative routes.