Goldman says Hormuz oil flows may recover to only 70% after war

Goldman Sachs says oil flows through the Strait of Hormuz may recover to only about 70% of their pre-war level, highlighting that the end of fighting may not translate into a full operational rebound for Gulf shipping right away. The call suggests regional producers may continue leaning on alternative export routes even after the immediate conflict phase eases.

For TankerMap, that makes the next stage a traffic recovery story rather than a simple reopening headline. If flows stay well below pre-war norms, tanker deployment, load-port activity and transit timing across the Gulf could remain distorted even as political risk falls. TankerMap data context: partial recovery in Hormuz volumes would still matter for crude routing, vessel positioning and port turnaround across the region’s core export corridors.