According to the Goldman Sachs poll, what percentage of surveyed investors expect shipping through the Strait of Hormuz to remain disrupted beyond July?

According to the Goldman Sachs Marquee MarketView survey, 43% of the 837 institutional clients polled from May 4 to 6 expect shipping through the Strait of Hormuz to return to normal only after July.

What is the current status of the Strait of Hormuz as described in the news, and why is it significant for global energy markets?

The Strait of Hormuz has been effectively closed since the end of February due to the Iran war, facing a 'double blockade' — with Tehran obstructing traffic and the US preventing ships from calling at or leaving Iranian ports; this is highly significant because the strait serves as a chokepoint for about a fifth of the world’s oil and liquefied natural gas shipments, making its disruption a major driver of an unprecedented global supply shock.

Goldman Poll: Hormuz Shipping Disruptions Expected to Persist Into Second Half

May 8, 2026

Goldman Sachs survey indicates investors expect Strait of Hormuz shipping disruptions to continue past June due to US-Iran tensions, forecasting Brent crude prices between $80 and $90 annually.

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