Economists Still Expect Lasting Energy Disruptions -- WSJ

Dow Jones03-24

By Chelsey Dulaney

President Trump may have signaled his willingness to negotiate with Iran, but economists are still betting the disruptions in global energy markets are far from over.

-- Goldman Sachs in a note late Monday reiterated its expectation that oil flows through the Strait of Hormuz will be disrupted through April 10. The bank lifted its oil forecasts, which now see Brent crude hitting $115 a barrel in April, shortly before Trump postponed new strikes on Iran's energy infrastructure on Monday morning.

-- Goldman said signs of progress on ending the conflict have led investors to price out more severe scenarios. But the bank highlighted factors that are likely to keep oil prices higher, including the need to replenish oil stockpiles that countries are now tapping.

-- Oxford Economics expects energy disruptions to last for the rest of the year and said Trump's postponement "does not materially change that assumption, though it does shift risks to the downside."

-- The Strait of Hormuz to remain impassable until May, when volumes could return to half of pre-conflict levels, Oxford said. European natural-gas prices are also likely to remain elevated throughout the year as buyers refill storage ahead of the winter.

This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

(END) Dow Jones Newswires

March 24, 2026 07:49 ET (11:49 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2621401061?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-03-24 19:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2621401061","market":"us","top_or_hot":-1,"title":"Economists Still Expect Lasting Energy Disruptions -- WSJ","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n       By Chelsey Dulaney \n</p>\n<p>\n     President Trump may have signaled his willingness to negotiate with Iran, but economists are still betting the disruptions in global energy markets are far from over. \n</p>\n<p>\n     -- Goldman Sachs in a note late Monday reiterated its expectation that oil flows through the Strait of Hormuz will be disrupted through April 10. The bank lifted its oil forecasts, which now see Brent crude hitting $115 a barrel in April, shortly before Trump postponed new strikes on Iran's energy infrastructure on Monday morning. \n</p>\n<p>\n     -- Goldman said signs of progress on ending the conflict have led investors to price out more severe scenarios. But the bank highlighted factors that are likely to keep oil prices higher, including the need to replenish oil stockpiles that countries are now tapping. \n</p>\n<p>\n     -- Oxford Economics expects energy disruptions to last for the rest of the year and said Trump's postponement \"does not materially change that assumption, though it does shift risks to the downside.\" \n</p>\n<p>\n     -- The Strait of Hormuz to remain impassable until May, when volumes could return to half of pre-conflict levels, Oxford said. European natural-gas prices are also likely to remain elevated throughout the year as buyers refill storage ahead of the winter. \n</p>\n<p>\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 24, 2026 07:49 ET (11:49 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Economists Still Expect Lasting Energy Disruptions -- WSJ</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEconomists Still Expect Lasting Energy Disruptions -- WSJ\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-24 19:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n       By Chelsey Dulaney \n</p>\n<p>\n     President Trump may have signaled his willingness to negotiate with Iran, but economists are still betting the disruptions in global energy markets are far from over. \n</p>\n<p>\n     -- Goldman Sachs in a note late Monday reiterated its expectation that oil flows through the Strait of Hormuz will be disrupted through April 10. The bank lifted its oil forecasts, which now see Brent crude hitting $115 a barrel in April, shortly before Trump postponed new strikes on Iran's energy infrastructure on Monday morning. \n</p>\n<p>\n     -- Goldman said signs of progress on ending the conflict have led investors to price out more severe scenarios. But the bank highlighted factors that are likely to keep oil prices higher, including the need to replenish oil stockpiles that countries are now tapping. \n</p>\n<p>\n     -- Oxford Economics expects energy disruptions to last for the rest of the year and said Trump's postponement \"does not materially change that assumption, though it does shift risks to the downside.\" \n</p>\n<p>\n     -- The Strait of Hormuz to remain impassable until May, when volumes could return to half of pre-conflict levels, Oxford said. European natural-gas prices are also likely to remain elevated throughout the year as buyers refill storage ahead of the winter. \n</p>\n<p>\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 24, 2026 07:49 ET (11:49 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2621401061","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2621401061","pubTimestamp":1774352940,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"President Trump may have signaled his willingness to negotiate with Iran, but economists are still betting the disruptions in global energy markets are far from over.-- Goldman Sachs in a note late Monday reiterated its expectation that oil flows through the Strait of Hormuz will be disrupted through April 10. The bank lifted its oil forecasts, which now see Brent crude hitting $115 a barrel in April, shortly before Trump postponed new strikes on Iran's energy infrastructure on Monday morning.-- Goldman said signs of progress on ending the conflict have led investors to price out more severe scenarios. But the bank highlighted factors that are likely to keep oil prices higher, including the need to replenish oil stockpiles that countries are now tapping.-- Oxford Economics expects energy disruptions to last for the rest of the year and said Trump's postponement \"does not materially change that assumption, though it does shift risks to the downside.\". -- The Strait of Hormuz to remain i","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"经济学家仍预计能源中断将持续——《华尔街日报》","themeId":"8603dabb40994e59ac78c04c930c0d49","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"By Chelsey Dulaney \n\n\n     President Trump may have signaled his willingness to negotiate with Iran, but economists are still betting the disruptions in global energy markets are far from over. \n\n\n     -- Goldman Sachs in a note late Monday reiterated its expectation that oil flows through the Strait of Hormuz will be disrupted through April 10. The bank lifted its oil forecasts, which now see Brent crude hitting $115 a barrel in April, shortly before Trump postponed new strikes on Iran's energy infrastructure on Monday morning. \n\n\n     -- Goldman said signs of progress on ending the conflict have led investors to price out more severe scenarios. But the bank highlighted factors that are likely to keep oil prices higher, including the need to replenish oil stockpiles that countries are now tapping. \n\n\n     -- Oxford Economics expects energy disruptions to last for the rest of the year and said Trump's postponement \"does not materially change that assumption, though it does shift risks to the downside.\" \n\n\n     -- The Strait of Hormuz to remain impassable until May, when volumes could return to half of pre-conflict levels, Oxford said. European natural-gas prices are also likely to remain elevated throughout the year as buyers refill storage ahead of the winter. \n\n\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n\n\n  (END) Dow Jones Newswires\n\n\n  March 24, 2026 07:49 ET (11:49 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":false,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2621401061","isCrawlerRequest":true}