PANews reported on April 6th that, according to Jinshi, Goldman Sachs analysis points out that although global oil reserves are not exhausted, there are increasing signs that pressure is being transmitted, and in the worst-case scenario, localized oil shortages and price spikes are bound to intensify. Nevertheless, the bank did not directly label this situation a "structural supply crisis." Large economies like Japan still hold substantial strategic reserves and are better positioned to weather this storm. Goldman Sachs believes that the broader market can still maintain some flexibility by redirecting trade routes and depleting inventories.

Goldman Sachs believes the world is not yet facing an oil shortage, at least not yet. However, if the supply disruption in the Strait of Hormuz persists, localized oil shortages and soaring prices will inevitably intensify, especially in regions most heavily reliant on imports.