It will take an estimated two to four months for Kuwait and up to six months for Iraq to restore their oil production to full capacity following recent shut-ins.

The U.S. produces over 13 million barrels of oil per day but has an export capacity of only 5 to 5.5 million barrels per day due to infrastructure constraints.

Prior to the current conflict, approximately 20 million barrels of oil per day transited the Strait of Hormuz.

Approximately 5 million barrels of oil per day are currently being rerouted through the Red Sea from Yanbu, Saudi Arabia, which has acted as a release valve preventing crude prices from reaching $150 ...

Approximately 5 million barrels of oil per day are being rerouted through the Red Sea via the port of Yanbu, which has served as a critical alternative supply route for the market.

Kuwait's energy minister stated at CERAWeek that it would take two to four months for the country's oil production to recover from a disruption.

It is estimated that it will take months for oil production in Iraq and Kuwait to fully recover and return to pre-conflict levels.

The physical oil market, with Dated Brent trading at $134 per barrel, reflects significantly higher supply concern than the futures (paper) market.

The United States currently exports approximately 4 million barrels of oil per day but has the capacity to increase that to between 5 and 5.5 million barrels per day.

Rebecca Babin predicts U.S. oil exports will increase from 4 million to 5 million barrels per day in the coming weeks.

The physical oil market, with dated Brent trading at $134 per barrel, indicates a tighter supply situation than the paper futures market suggests.