Iran's parliament speaker has indicated that Tehran retains unused supply levers as oil exports through the Strait of Hormuz remain significantly below normal levels, at about 95% less than usual. According to NS3.AI, data from Goldman Sachs reveals that Gulf crude production has decreased by approximately 14.5 million barrels per day, representing a 57% drop from pre-war levels. Goldman analysts predict that only 70% of the lost supply might be restored within three months following a complete and secure reopening, with 88% potentially returning within six months. U.S. President Donald Trump stated that American producers could mitigate part of the impact as Brent crude prices hover near $100 per barrel.