Nomura: Full U.S. Blockade Could Cut Off Another 2.3 Million Bpd Oil Supply

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Affected assets and topics

$OIL OIL

Why it matters

FinBERT analysis of financial text showing neutral sentiment with 94.1% confidence.

Article tone

Neutral How the article is written, as reported by the source.

Expected market reaction

Neutral Confidence 94% How confidence is read Horizon: Short term Impact: High

Evidence trail

Evidence
Source OilPrice.com
Claim Nomura: Full U.S. Blockade Could Cut Off Another 2.3 Million Bpd Oil Supply
Affected assets OIL
AI inference Neutral · 94%
Generated 2026-04-14 13:30

AI provenance

Analysed by FinBERT Methodology v1.0 Generated
Technical identifiers
Provider tag
huggingface-ProsusAI/finbert
Analysis version
huggingface-ProsusAI/finbert
Article id
70757
Timeframe
6h

Prediction lifecycle

  • FinBERT OIL Neutral 94% 6h
    Generated 6h Excluded

    Expired: not evaluated within 7 days of its 6h timeframe elapsing

Logged at publication, scored automatically once the window closes — never edited.

Original source

Oil supply from the Middle East could drop by another 2.3 million barrels per day (bpd) if the U.S. were to completely block the Strait of Hormuz, according to bank Nomura. "We estimate around 2.3mbpd loss of incremental oil supplies versus March 2026, and nearly 9.3mbpd loss versus March 2025 in the event the US were to completely block the SoH," analysts at Nomura wrote in a research note carried by Business Standard. "A complete blockade of the SoH may also impact LPG supplies for India, as over the past month India managed to have several LPG…

Read the full article on OilPrice.com

Original article published by OilPrice.com on April 14, 2026. Analysis and insights provided by AnalystMarkets AI.

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