ব্যঙ্গাত্মক বর্ণনা এবং ফরেক্সের প্রবেশদ্বার বিন্যাস
JPMorgan: stuck ships threaten to keep oil prices high through mid‑summer
Global oil markets risk returning to the price highs seen at the peak of the Middle East conflict if full restoration of shipping through the Strait of Hormuz is delayed until July, analysts at JPMorgan Chase & Co. said.
A team led by Parsley Ong said current prices embed an overly optimistic scenario. Market consensus assumes a rapid unblocking of the strategic waterway: half of normal transit capacity by May and full restoration by June. JPMorgan’s calculations show a harsher logistical reality is possible.
"A more gradual resumption to 100% of pre-war levels by July might introduce $15-to-$20-a-barrel upside risk to prices," the analysts warned.
Both benchmarks— Brent and WTI — stood just below the $100‑a‑barrel mark at Friday’s close. Under the bank’s scenario, futures could return to the crisis peaks recorded in mid‑March, around $120 a barrel.
The fundamental driver of price pressure remains a large‑scale logistical collapse. Hundreds of commercial vessels remain trapped in the Gulf, awaiting deblocking. JPMorgan estimates that as of April 9, there were 346 vessels in the basin linked to energy shipments, of which 241 were already loaded with export cargo and physically unable to re-enter global markets.
প্রকাশিত 15 April 2026
© InstaFintech Group
![]()
© InstaFintech Group
