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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 recover to about 70% of pre-war levels.
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morningstar.com
Hormuz Faces Slow Reopening as Shippers Battle -2-
0843 GMT - Energy flows are expected to return to around 80% of pre-disruption levels by the end of the third quarter, says Neil Shearing from Capital Economics. "It is likely…
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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.
