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Goldman Sachs Raises Oil Price Forecasts Amid Strait of Hormuz Disruptions 
According to reports, President Trump is thinking about leaving the current U.S. military operation against Iran early, which is now in its fifth week as of late March 2026. This change comes as oil prices go up, the Strait of Hormuz stays closed, and counselors who are afraid of a political reaction from a long war put pressure on the government.
Exit Strategy Signals
Trump has informed aides that he is ready to stop operations without fully reopening the Strait of Hormuz, therefore giving lower Iranian naval and missile capability priority over a protracted conflict. Though Tehran remains wary following prior U.S. backtracks, a 15-point peace proposal was introduced, demanding Iran drop nuclear aspirations and restrict missiles.
Contrasting Pressures
Gulf allies like Saudi Arabia and the United Arab Emirates demand constant action against Iran, while Congress seeks clarity on timetables under the War Powers Act as the 45–60 day threshold approaches. Trump has alluded to "major progress" in discussions, therefore postponing escalations and aiming for European/Gulf partners to manage Strait negotiations should they be required.
