Energy experts say restoring global oil and gasoline supplies will likely take months even after an announced agreement to end the Iran war and open the Strait of Hormuz. Multiple reports highlight that higher prices and supply disruptions are not addressed immediately by a diplomatic breakthrough. The reopening does not instantly translate into resumed production, because crude needs to be shipped and refined before it reaches markets.
One factor discussed is the slow, operational process of restarting supply chains. Experts point to delays caused by shipping constraints and refining timelines, as well as continuing uncertainty about the safety of transiting the strait. Reports also note that some crude carriers loaded with cargo have been stranded in the Persian Gulf for more than three months, awaiting conditions that allow safe passage. They add that energy companies may require additional time to regain confidence, secure insurance coverage, and coordinate on-the-ground restart efforts.
In addition, at least one source says some Middle East producers paused extraction (shut-in) when storage capacity filled, which further lengthens the period before production and deliveries catch up to global demand.
