The Economic Times

Gulf oil output can rebound in months after Hormuz reopens, but full recovery faces risks, says Goldman Sachs

US-Iran war impact: Gulf crude oil output may rebound quickly once the Strait of Hormuz reopens. Goldman Sachs research suggests a swift recovery is possible within months. However, a full return to pre-war levels could take longer. Pipeline capacity, tanker availability, and field workovers will influence the speed of the ramp-up. Extended closure risks prolonged delays and potential capacity scarring.