Goldman Sachs says oil shipments through the Strait of Hormuz are unlikely to fully return to pre-war levels, with flows potentially recovering to around 70% of what they were before the conflict. Multiple outlets report that Goldman’s view reflects how regional producers are relying on alternative routes and adjusting logistics, which can limit how quickly volumes through Hormuz rebound.
One report adds that current “visible” flows through the strait are estimated at about 1.3 million barrels per day. Other reporting indicates a timing component to the expected recovery: analysts cited by an outlet expect the pickup in shipments to be completed by the end of next month, and they anticipate Gulf production to recover by October.
Overall, the articles describe a partial and time-bound restoration of Hormuz-related oil flows, rather than a return to prior throughput levels, while pointing to the role of rerouting and regional production changes in shaping the recovery path.
