Gulf Energy Recovery Timeline Under Scrutiny

The ongoing conflict in the Middle East has left a lasting impact on the region's energy sector, raising concerns about the timeline for recovery. Recent attacks on shipping through the Strait of Hormuz have disrupted global energy supplies, prompting questions about the resilience of the Gulf's refining industry. While crude exports have rebounded to 91% of pre-war levels, refined fuel exports remain at just 60% of their former capacity, according to Reuters. Analysts warn that full recovery of refining operations could take until the second quarter of 2027, with some infrastructure damage requiring years to repair.