Persian Gulf oil recovery will take months once regional conflict ends, with at least 14.

Persian Gulf oil recovery will take months once regional conflict ends, with at least 14.2 million barrels per day of global supply currently disrupted. According to research from CERA, part of S&P Global Energy, Middle East oil producers will require several months to fully restore output once the war concludes and the Strait of Hormuz reopens. This extended recovery timeline promises continued market tightness in oil markets, potentially supporting higher crude prices in the near to medium term. The disruption highlights the vulnerability of global energy markets to geopolitical risks in critical chokepoint regions. Investors should monitor developments closely as any prolonged supply constraints could impact inflation and energy sector valuations significantly.