Iranian Vice President says damage to the country’s gas infrastructure during the 39-day war has more than doubled Iran’s gas deficit. Esmail Saqqab Esfahani said that during the recent war, the country’s gas infrastructure suffered a loss of 55 billion cubic meters, reducing annual production from 297 bcm to 242 bcm annually. According to him, […]
Did the War Cause Iran’s Gas Deficit to Double? Read More »
New shipping and energy market data indicate that Iran’s oil sector is facing its most severe disruption in years. Not only has the transit of Iranian crude through regional waters effectively come to a halt over the past six weeks, but China—the Islamic Republic’s sole major oil customer—also has steadily reduced its purchases of Iranian
Iran’s Oil Production and Exports Enter a Steep Decline Read More »
Iran has started reducing oil output as onshore storage tanks approach capacity following a month-long US naval blockade that has nearly halted exports, according to data from Kpler and Bloomberg. More than 70 percent of the country’s onshore tanks are now filled. An Iran Open Data analysis of Kpler shipping data, Bloomberg reporting, and OPEC
Iran’s Onshore Oil Storage Tops 70 Percent as Blockade Halts Exports Read More »
The United States moved to impose a naval blockade on Iran just as the country’s oil exports were surging to their highest levels in years, underscoring Washington’s effort to halt a wartime boom in Tehran’s energy revenues. The move followed the collapse of negotiations in Pakistan and comes amid a war that has disrupted much
US blockade targets Iran oil boom amid regional disruption Read More »
President Donald Trump has in recent days threatened to obliterate Iran’s power plants, in response to the Islamic Republic’s effective closure of the Strait of Hormuz. He has since delayed any action, saying he granted a grace period—despite Tehran’s insistence that it is not negotiating with the White House over a 15-point proposal reportedly conveyed via
Behind Trump’s Threat: Iran’s Grid Faces a Stress Test Under Fire Read More »
Iran’s plans to reduce its reliance on the Strait of Hormuz appear to have delivered little practical change so far, according to tanker-tracking data from Kpler obtained by Iran International. For more than a decade, Tehran has invested heavily in the Jask oil terminal, a project designed to shift part of its crude exports to
Iran still depends on Hormuz despite years of workarounds Read More »
The United States has signaled it will issue a one-month waiver allowing limited sales of sanctioned Iranian oil, aiming to calm global markets amid heightened geopolitical tensions. While the move may offer Tehran short-term relief, it ultimately reinforces Washington’s control over Iran’s oil revenues and exports. U.S. Treasury Secretary Scott Bessent described the measure as
Are Iran Oil Sanctions Waivers Relief for Tehran or Leverage for Washington? Read More »
Analysts often describe geopolitical crises as “holding hostage” global oil markets. But the latest developments in the Persian Gulf suggest something more striking: Iran is not merely disrupting the system; it is openly defying it. Iran has shut down traffic through the Strait of Hormuz and has targeted at least fifteen tankers and commercial vessels.
Iran Is Not Just Holding Oil Markets Hostage—It Is Mocking Them Read More »
hile Iran has effectively choked off oil exports by its Arab neighbors through the Strait of Hormuz, it has continued shipping its own crude largely uninterrupted. Since the start of joint US–Israeli strikes on February 28, Iran has targeted at least 16 vessels and tankers, sharply curbing flows through one of the world’s most critical
Iran shields its oil exports as Hormuz flows falter Read More »
Failure to restore shipping through the Strait of Hormuz is beginning to show what prolonged disruption could mean for global energy markets. Early volatility has been sharp but manageable, yet the longer the disruption lasts, the greater the risk that physical shortages—rather than price swings—will drive the crisis. In recent days, Iranian attacks have expanded
Hormuz disruption tests limits of global energy markets Read More »
