(Razieh Poudat/ISNA via AP)Key Takeaways: U.S. officials expect war-related oil supply disruptions of about 600,000 barrels daily through next year as conflict constrains Strait of Hormuz shipments. EIA estimates Hormuz oil flows averaged 4.9 million barrels daily in the second quarter, down from 21.6 million in late 2025. The U.S. now expects oil supply disruptions stemming from the U.S.-Iran war to reach about 600,000 barrels per day through the end of next year as the conflict continues to crimp shipments via the critical Strait of Hormuz. About 9 million barrels of oil a day exited the strait on average over the past week, according to Energy Secretary Chris Wright. The volume of oil shut in is expected to swell again to 6.6 million barrels a day in the third quarter.