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Gulf oil exports recover to 60% of pre-war level: Goldman

Goldman Sachs estimates Gulf oil exports have risen to more than 60% of pre-war levels, despite limited information from the region.

By TMRO Staff·1 min read

Key points

  • Goldman estimates Gulf oil exports exceed 60% of pre-war level.
  • War limits information from the region, complicating assessments.
  • Estimate published by Goldman Sachs on August 28, 2026.

What happened

Goldman Sachs estimates that oil exports from the Gulf have risen to more than 60% of the level seen before the Iran war. The estimate was reported by CNBC on August 28, 2026.

The bank noted that it has become difficult to determine the actual volume of oil flowing from the region because information is limited due to the ongoing conflict.

Why it matters

The recovery in Gulf oil exports, while still below pre-war levels, could influence global oil prices and supply expectations. However, the lack of transparent data from the region adds uncertainty to market assessments.

Why it matters

The recovery in Gulf oil exports is significant for global markets, but the lack of reliable data due to the war makes it difficult to assess the true state of supply.

Sources

TMRO Report writes original coverage based on the material listed above.