The global economy has absorbed months of disruption in the Strait of Hormuz. How much longer can it hold up?
Eurasia Group analyst Gregory Brew tells Drop Site that more oil is moving through the strait, but a shortfall of 3 million to 4 million barrels a day remains. Stockpiles and some reduced consumption have helped fill the gap. But if that shortfall and high shipping costs persist into mid-2027, he warns, the pressure on prices will begin to show in the global economy.
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원유 공급 부족과 높은 운송비가 2027년 중반까지 지속되면 국제유가와 물가에 상승 압력이 커지고 세계 경제에도 부담이 될 수 있습니다.