Goldman Sachs expects that if 60-day negotiations continue and Iran oil waivers are restored, Persian Gulf crude supply will be back by end-July; this would require roughly a 6.6 mln bpd increase in crude flows through the Strait of Hormuz.

2026-07-09

Goldman Sachs expects that if 60-day negotiations continue and Iran oil waivers are restored, Persian Gulf crude supply will be back by end-July; this would require roughly a 6.6 mln bpd increase in crude flows through the Strait of Hormuz.