Iran Energy

Attacks on Tehran’s Fuel Storage and Energy Infrastructure Will Have Consequences

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The Israeli military has announced that it targeted fuel storage facilities linked to the Islamic Revolutionary Guard Corps in Tehran on March 7, 2026. Videos circulating online show massive flames and thick plumes of smoke rising from oil depots in Tehran and Karaj. Tehran Governor Mohammad Sadegh Motamedian said on March 8 that fuel supply […]

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Iran’s oil weapon may rattle markets but not alter the war

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Iran has shown it can disrupt regional energy flows. What remains far less clear is whether it can use that leverage to shape the outcome of the conflict in its favor. Over the past several days, Iranian missiles have targeted three oil tankers and several oil and gas facilities in neighboring countries while also obstructing

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Attacking Gulf Arab States Was a Huge Mistake for Iran

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After suffering U.S. and Israeli strikes on its military and senior officials, the Islamic Republic launched a missile and drone assault against Arab states along the Persian Gulf. Iranian forces launched roughly 1,500 drones and missiles at Iraq, Saudi Arabia, Kuwait, Bahrain, the United Arab Emirates, Qatar, and even Oman as of March 3, 2026.

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Aerial view of a ship docking at an industrial port with storage tanks in North Jakarta.

China refiners turn to Russian oil as Iran faces rising uncertainty

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China appears to be replacing disrupted Venezuelan oil shipments with Russian crude rather than Iranian barrels, despite steeper discounts being offered by Tehran. According to data from commodity intelligence firm Kpler, shared with Iran International, China discharged an average of 1.138 million barrels per day (bpd) of Iranian crude at its ports this month—about 115,000

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Iran’s Ghost Fleet Crisis: $10 Billion in Stranded Oil and the Mounting Cost of Sanctions

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Roughly 170 million barrels of Iranian oil now sit in maritime limbo, circling the globe in what appears less a sanctions workaround than a strategic reserve. It’s enough crude to meet Japan’s energy needs for 50 days — or to fund Iran’s entire annual cash subsidy programme twice over. IOD’s analysis of shipping and energy

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Tehran’s oil lifeline shows signs of strain under tightening sanctions

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Iran’s oil exports declined sharply at the start of 2026, new tanker-tracking data show, raising fresh questions about the durability of Tehran’s most important economic lifeline under renewed US sanctions pressure. Crude oil loadings from Iran’s Persian Gulf terminals fell to below 1.39 million barrels per day in January, a 26 percent drop from a

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Iran’s Energy Chokepoint: Why Kharg Island Puts Tehran at Risk

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Despite decades of sanctions, military threats, and strategic warnings, nearly all of Iran’s oil exports still flow through a single island—and one of the world’s most volatile maritime chokepoints. As regional tensions escalate, this dependency has become one of the Islamic Republic’s most dangerous structural liabilities. Supreme Leader Ali Khamenei has warned that any future conflict will

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Why Iran may not afford to close the Strait of Hormuz

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ehran’s frequently invoked threat of closing the Strait of Hormuz may be far easier to signal than to carry out, not least because it would harm allied China more than the hostile West. For now, the threat is muted as Iran and the United States have returned to the negotiating table. But the shadow of

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How Israeli technology could help solve Iran’s water crisis

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By Joseph Epstein and Dalga Khatinoglu Iran is facing a water emergency that hydrologists and environmental experts warn may now be irreversible. Major reservoirs are depleted, groundwater reserves are collapsing, and senior officials are openly warning of citizens rationing water and even evacuating the capital due to water shortages. While the crisis is often attributed to drought or

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Iran’s energy trade defies year of US maximum pressure sanctions

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One year after US President Donald Trump returned to the White House and revived the “maximum pressure” sanctions on Iran from his first term, available data show the country’s energy exports remain largely intact. Data from the commodity intelligence firm Kpler, seen by Iran International, show that in 2025 Iran delivered an average of 1.38

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