JPMorgan and Goldman Sachs both estimate that Middle East oil flows have recovered to near pre-war levels.

JPMorgan and Goldman Sachs Group both said that crude oil flows from the Middle East are recovering to pre-war levels, although shipping still faces risks. JPMorgan said that current crude oil shipments from the Middle East have rebounded to 17.5 million barrels per day, reaching 98% of pre-war levels; while shipments of refined products such as diesel and gasoline were 3 million barrels per day, reaching 58% of pre-war levels. Goldman Sachs said that the global oil market was roughly balanced in September, and estimated that Persian Gulf oil exports have recovered to 23.3 million barrels per day over the past week. Goldman Sachs analysts said: "Despite the recovery in Gulf exports, crude oil prices remain relatively stable, and we remain concerned that the situation could escalate again, thereby damaging more energy infrastructure."