Shipping firms hesitate to resume operations until hostilities subside, delaying recovery of Persian Gulf energy supplies. Even if the Strait of Hormuz reopens, weeks of logistical bottlenecks and damaged infrastructure will prevent immediate restoration of oil flows. The International Energy Agency estimates two years to repair war damage, prolonging shortages of jet fuel and natural gas. Brent crude futures fell 9% to $90 a barrel, but spot prices remain near $99, reflecting immediate market realities. Iran's inconsistent messaging—claiming the strait is open while the U.S. maintains a blockade—creates uncertainty, deterring tanker movements.

Without sustained stability, energy prices and global supply chains will face prolonged strain.