President Donald Trump’s timeline to end the Iran war within weeks may not be enough to prevent lasting damage to global oil demand, according to analysts cited by CNBC.
While Trump has projected a two to three week window, markets remain skeptical as conflict-driven supply disruptions persist.
The report said oil prices have surged sharply since the war began, fueled by the closure of the Strait of Hormuz. Analysts warn that prolonged high prices could trigger “demand destruction,” where consumers reduce fuel usage due to rising costs.
Trump’s Iran timeline may not be short enough to avoid oil demand destruction https://t.co/wW6m3WZqSE
— CNBC (@CNBC) April 2, 2026
According to Goldman Sachs, early signs of reduced demand are already visible in sectors such as aviation and petrochemicals. Experts also cautioned that restoring oil supply could take much longer than anticipated, even if fighting ends soon.
Governments are beginning to intervene to manage energy shortages. Analysts said the duration of elevated prices will determine whether demand declines become permanent, raising concerns about broader economic fallout.
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