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U.S. Sees Iran War Oil Supply Disruptions Lasting Through 2027
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SupplyChainBrain
Oil transported through the waterway averaged 4.9 million barrels per day in the second quarter of this year, according to estimates from the U.S. Energy Information Administration’s Short-Term Energy Outlook.
That compares to an average of 21.6 million in the last quarter of 2025, before the U.S. and Israel launched attacks on Iran.
About 9 million barrels of oil a day exited the strait on average over the past week, according to Energy Secretary Chris Wright.
The agency also estimates that Middle East production shut-ins eased to average about 5.5 million barrels a day in July, compared to 7.5 million barrels a day in June.
The volume of oil shut in is expected to swell again to 6.6 million barrels a day in the third quarter.