Oil futures started the 27th up more than 2% in early trading. This is interpreted as a result of the ongoing disruptions in global crude oil supply, as peace talks between the United States and Iran have stalled and oil shipments through the Strait of Hormuz remain at a limited level. As crude oil futures prices have repeatedly fluctuated sharply recently, traders are considering not only when oil exports will resume from the Persian Gulf but also the time it will take for regional production to recover to pre-war levels. Previously, U.S. President Donald Trump warned on the 26th (local time) that Iran's inability to export oil is worsening its domestic economy and public opinion, which could cause long-term damage to its energy export infrastructure. Meanwhile, Goldman Sachs analysts on the same day delayed their forecast for the normalization of exports through the Strait of Hormuz from mid-May to late June, while raising their Q4 WTI crude oil price forecast from $75 to $83 per barrel.
