Goldman Sachs says renewed tensions in the Middle East could slow the recovery of regional oil supplies if they disrupt shipping through the Strait of Hormuz. The firm points to the strategic importance of the waterway for transporting crude and other energy products, meaning even short-term interruptions could affect overall supply flows. Both outlets report the same assessment: that a “flare-up” related to heightened activity or conflict risks interfering with tanker routes and maritime logistics. While the reports focus on the potential for delay rather than specific planned actions or new incidents, they frame the issue as a downside risk to an expected improvement in Middle Eastern supply conditions. The analysis is presented as a market and supply-chain concern tied to possible security developments, with the strait acting as the key choke point. No additional operational details, timelines, or figures are included in the provided excerpts.