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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.

Raccontata dacnbc.comzerohedge.comoilprice.commorningstar.comcryptobriefing.comthehindubusinessline.comtimesofindia.indiatimes.comal-monitor.comenergyintel.com

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AI · summaries
thehindubusinessline.comStai leggendo19 h 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.

originale

Timeline cronologica

  1. lunedì 15 giugno 2026·cnbc.com

    Strait of Hormuz traffic to return to normal as soon as August, Kalshi traders speculate

    Odds that the Strait of Hormuz traffic will return to normal before August surpassed 50%, following U.S. President Donald Trump's announcement.

  2. lunedì 15 giugno 2026·zerohedge.com

    U.S.-Iran Deal Doesn't Mean A Swift Return Of Oil And Gas Flows

    Oil and gas flows through the Strait of Hormuz may take months to recover even if the U.S.-Iran deal is finalized.

cryptobriefing.com
19 h fa

Goldman: Strait of Hormuz oil flow may recover pre-war level

Goldman Sachs predicts oil shipments through the Strait of Hormuz may only reach 70% of pre-war levels. Full recovery by June 15 at 0.2% YES.

Leggi questa versione → originale
timesofindia.indiatimes.com17 h fa

Iran-US peace deal signed: 62 million barrels set to leave Hormuz as Asia braces for oil glut

The Strait of Hormuz is back in business after more than 100 days of disruption, with over 60 million barrels of crude set to leave the pipeline. Following a US-Iran peace deal, one of the world's most important oil…

Leggi questa versione → originale
energyintel.com5 h fa

Shippers Begin Slow, Cautious Return to Hormuz Transits

US-Iran MOU reopens Hormuz after Feb. attacks; Brent crude down 9%. Tanker transits resuming—12 daily expected next month vs. 50% pre-war. Gradual recovery reflects supply-chain fragility and sustained energy volatility, pressuring data center costs and operational planning for infrastructure teams.

Leggi questa versione → originale
cnbc.com15 h fa

Strait of Hormuz reopening may take weeks to ease shipping backlog and oil pressure

The Strait of Hormuz is set to reopen after Iran and the U.S. sign a peace deal, but experts warn backlogs and security checks could delay normal shipping.

Leggi questa versione → originale
oilprice.com3 g 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.

Leggi questa versione → originale
  • lunedì 15 giugno 2026·cnbc.com

    How the Strait of Hormuz reopening could unfold if the U.S.-Iran deal is implemented

    Tanker traffic through Hormuz could quickly increase but it is unclear whether transits will approach prewar levels, according to Kpler.

  • 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.

  • martedì 16 giugno 2026·morningstar.com

    Global oil prices break below $80 for the first time since the Iran war began. Ships still aren't passing through Hormuz.

    By Isabel Wang and Myra P. Saefong

  • mercoledì 17 giugno 2026·cryptobriefing.com

    US and Iran commit to reopening Strait of Hormuz, but crypto tolls and geopolitical scars complicate the path forward

    The US and Iran agreed to reopen the Strait of Hormuz after months of blockade and crypto-based tolls, but shippers face safety and insurance hurdles.

  • giovedì 18 giugno 2026·cryptobriefing.com

    Goldman: Strait of Hormuz oil flow may recover pre-war level

    Goldman Sachs predicts oil shipments through the Strait of Hormuz may only reach 70% of pre-war levels. Full recovery by June 15 at 0.2% YES.

  • 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.

  • giovedì 18 giugno 2026·timesofindia.indiatimes.com

    Iran-US peace deal signed: 62 million barrels set to leave Hormuz as Asia braces for oil glut

    The Strait of Hormuz is back in business after more than 100 days of disruption, with over 60 million barrels of crude set to leave the pipeline. Following a US-Iran peace deal,…

  • giovedì 18 giugno 2026·cnbc.com

    Strait of Hormuz reopening may take weeks to ease shipping backlog and oil pressure

    The Strait of Hormuz is set to reopen after Iran and the U.S. sign a peace deal, but experts warn backlogs and security checks could delay normal shipping.

  • giovedì 18 giugno 2026·oilprice.com

    Goldman Sachs Warns Strait of Hormuz Traffic May Never Fully Recover | OilPrice.com

    Middle Eastern oil producers are increasingly relying on alternative export routes, leading Goldman Sachs to predict that tanker traffic through the Strait of Hormuz may only…

  • giovedì 18 giugno 2026·al-monitor.com

    Oil tankers pass Hormuz Strait after war deal: tracker

    Three big Saudi oil tankers left the Gulf through the Hormuz Strait on Thursday, maritime trackers said, after leaders vowed to reopen the route under an agreement to end the…

  • giovedì 18 giugno 2026·zerohedge.com

    Hormuz Normalization Begins As Saudi Supertankers Exit And A Flood Of Persian Gulf Oil Heads For Asia

    Goldman: "We now assume that Persian Gulf exports normalize to pre- war levels by the end of July."

  • giovedì 18 giugno 2026·energyintel.com

    Shippers Begin Slow, Cautious Return to Hormuz Transits

    Tanker operators appear to be regaining confidence after the US-Iran deal, but it could be months before crude and product flows return to prewar levels.