Analysts Warn Energy Shock Could Persist Months Even After US-Iran Deal
🛢️ RECOVERY — A signed deal won't flip the oil switch back on. 📌 LOOK CLOSER: Damaged Gulf infrastructure — terminals, refineries, loading platforms — requires physical reconstruction, not just diplomatic clearance. With 246M barrels already drawn from reserves and Hormuz at 10% capacity for 90+ days, supply chains can't normalize on MOU timelines. European refiners and airlines locked into elevated input costs face a structural lag that no signature date changes.
