# Strait of Hormuz could remain closed for longer than U.S. and China can sustain exports and imports.

*business · news · 2026-05-11 · OilPrice*

## Key points

- Morgan Stanley warns most market buffers may vanish before the Strait of Hormuz reopens.
- If buffers are exhausted, Brent crude prices could spike to $150 per barrel.
- China's reduced crude imports and rising U.S. exports have temporarily offset supply disruptions.
- Morgan Stanley's base case assumes reopening in June with some buffers still intact.
- Goldman Sachs reports global oil inventories are depleting at the fastest rate in eight years.

**Companies:** Goldman Sachs, Morgan Stanley
**Countries:** China, United States, Iran

[Read the full story on OilPrice](https://oilprice.com/Latest-Energy-News/World-News/Morgan-Stanley-Oil-Buffers-Could-Run-Out-Before-Hormuz-Reopens.html)

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