S&P says normal gas and crude flows won’t return until summer 2027
A US-Iran memorandum could reopen Hormuz, but physical oil markets likely stay tight through summer 2026.
By Abdullah Al-Otaibi·· 3 min
3 briefings · “us-iran”
A US-Iran memorandum could reopen Hormuz, but physical oil markets likely stay tight through summer 2026.
Stocks rally on deal-driven relief for Strait of Hormuz chaos, but energy normalization is months away and supply risks remain.
Trump posts “Let the oil flow” as a US-Iran peace breakthrough cools crude risk, while equities celebrate the endgame.