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Iran’s oil lifeline is collapsing as exports plunge 85%
Israel National News ^ | Sep 9, 2026 | INN

Posted on 09/09/2026 5:40:49 AM PDT by Mr. Mojo

Iran’s oil shipments are plunging, tanker reserves are rapidly shrinking, and China is seeking alternative suppliers.

Iran’s economy is coming under increasing pressure as damage to its oil exports, a weakening currency and shrinking access to foreign currency threaten one of Tehran’s most important sources of revenue.

According to a report published Wednesday by Independent Arabia, the U.S. naval blockade of Iranian oil exports has significantly reduced Tehran’s ability to move crude from the Persian Gulf to international markets.

The report said that since the blockade was renewed in mid-July, no major new shipments of Iranian crude have managed to pass through it. Iran continues to load limited quantities of oil onto tankers, but the vessels reportedly remain in the Gulf and are unable to reach customers.

The amount of Iranian oil already stored on tankers outside the blockade area has also fallen sharply. According to the report, floating inventories declined from approximately 90 million barrels in mid-July to around 29 million barrels. These reserves have allowed Iran to continue receiving revenue from oil that was transferred outside the Gulf before restrictions were tightened. At the current rate of depletion, the reserves could run out by mid-October, according to estimates cited in the report.

The decline is also reflected in Iran’s oil-loading activity. The report estimates that Iran loaded approximately 255,000 barrels per day onto tankers within the Gulf in August, an 85% decrease from the average recorded between February and April. Before the war, Iranian oil exports had been approaching 2 million barrels per day.

(Excerpt) Read more at israelnationalnews.com ...


TOPICS: Foreign Affairs; Iran; News/Current Events; War on Terror
KEYWORDS: iran; israel

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1 posted on 09/09/2026 5:40:49 AM PDT by Mr. Mojo
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To: Mr. Mojo

GREAT!


2 posted on 09/09/2026 5:45:00 AM PDT by PGalt (Past Peak Civilization?)
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To: Mr. Mojo

Thank you. President Trump seems to have learned timing.


3 posted on 09/09/2026 5:46:08 AM PDT by Empire_of_Liberty
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To: Mr. Mojo

The world’s oil lifeline isn’t doing great also.
Oil hit $100 today


4 posted on 09/09/2026 5:47:00 AM PDT by Mount Athos
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To: Empire_of_Liberty

Not just timing.

Targeting, too.

This was never just about the mullahs.


5 posted on 09/09/2026 5:48:44 AM PDT by mewzilla (Swing away, Mr. President, swing away! 🇺🇸 🏴󠁧󠁢󠁥󠁮󠁧󠁿, )
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To: mewzilla

Not worried about the oil. Worried about how many nuts left and how many missals etc they have left.


6 posted on 09/09/2026 5:51:21 AM PDT by oldasrocks
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To: Mr. Mojo

“ the U.S. naval blockade of Iranian oil exports has significantly reduced Tehran’s ability to move crude from the Persian Gulf to international markets.”

From the Israel News. Never heard of them

The tragedy here, or comedy, depending on on whether one views Trump with the get wrenching hatred of so many or if one is, on the other hand, sane, is how NBC is handling this in their writers rooms and in their guest invitations

How can the keep those generals on the payroll when they can’t continue, ‘Trump is losing this war…”?


7 posted on 09/09/2026 5:51:26 AM PDT by stanne
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To: oldasrocks

They are not taking my missal!


8 posted on 09/09/2026 5:53:22 AM PDT by Fury
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To: Mr. Mojo

How is Iran exporting ANYTHING? Pack trains of camels and mules?

They have no sea routes, rail and truck traffic is vulnerable to sorties that end up bombing the most vital of bridges, and loading terminals are also subject to attack and destruction by drones and aerial delivery.

Life is hard, then all these obstacles get thrown in your way.


9 posted on 09/09/2026 5:54:08 AM PDT by alloysteel (Strength to make change happen, humility to accept reality, and wisdom to know the difference.)
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To: Mount Athos

> The world’s oil lifeline isn’t doing great also. Oil hit $100 today <

The upside: Iran is on the ropes.
The downside: the oil price mentioned above.

The downside wouldn’t be such a big deal if the midterms weren’t so close.

Trump is not dumb. But neither are the mullahs. Both are looking at the calendar, I’m sure.


10 posted on 09/09/2026 5:55:36 AM PDT by Leaning Right
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To: oldasrocks
how many missals etc they have left

Well, there aren't many Catholics in Iran.

OK, I'll be serious. I can't be the only person who thinks Iran looks like the last days of Nazi Germany, minus the ground troops. They would be targeting every American, every Israeli, every tanker in the strait, if they had anything to hit them with. Which means China/Russia/Norks either can't or won't supply Iran, preferring it to twist slowly in the wind.

11 posted on 09/09/2026 5:57:26 AM PDT by chajin ("There is no other name under heaven given among people by which we must be saved." Acts 4:12)
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To: alloysteel

The article did a good job of explaining Iran’s dwindling oil sitting in tankers outside of the Gulf. Iran has been draining this reserve to make shipments.

Perhaps your post also suggests the reason for targeting Jask, where pack trains of camels and mules may, indeed, be being used to evade the blockade.


12 posted on 09/09/2026 6:01:01 AM PDT by Empire_of_Liberty
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To: stanne

Sanctions prevent moving money. Can’t get paid


13 posted on 09/09/2026 6:04:19 AM PDT by bert ( (KE. NP. +12) Quid Quid Nominatur Fabricatur)
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To: chajin

“Which means China/Russia/Norks either can’t or won’t supply Iran, preferring it to twist slowly in the wind.”

Every time the Houthis or the Iranians fire a missile it came from somewhere else, or at least it’s parts did. China and Russia are desperately trying to resupply, without being obvious. The Iranian only real power, besides terrorism, was to block traffic in the Gulf. They have lost that ability now. The pipelines, Venezuela, and Russian Crude are going to make the Iranians irrelevant. Once business moves away, it’s going to be hard to ‘re-connect’ and Iran will dry oil prices very, very, very low to do that.


14 posted on 09/09/2026 6:07:44 AM PDT by Pete Dovgan
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To: chajin

Perhaps Ukraine is much closer, and Trump is making lemonade out of it?


15 posted on 09/09/2026 6:16:02 AM PDT by Empire_of_Liberty
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To: Pete Dovgan
Every time the Houthis or the Iranians fire a missile it came from somewhere else, or at least it’s parts did. China and Russia are desperately trying to resupply, without being obvious.

They don't care about how obvious it is.

https://www.jpost.com/international/article-901809

Pakistan has launched two new overland trade corridors through Iran and China, offering Central Asian countries alternative routes to Pakistani ports after Islamabad closed its main transit crossings with Afghanistan because of security concerns.

The corridors, which became operational in April 2026, run through Iran's Gabd-Rimdan border crossing and China's Sost Dry Port.

...

Pakistan presented the routes as a permanent alternative for Central Asian countries seeking access to global markets without relying on Afghan transit.

The first convoy carried frozen meat and other exports to Tashkent and Bishkek through Iran.

Bishkek is a the capital where the SCO just held their summit earlier this month, and denounced U.S. sanctions. The current sanctions regime on Iran is nothing like that imposed on North Korea and Iraq (that had almost unanimous global support), but those still failed in their objectives of preventing a nuclear weapon or regime change.

16 posted on 09/09/2026 6:41:40 AM PDT by Gunslingr3
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To: Mount Athos

It could be worse, you could live in CA where diesel is hitting $8/gal.


17 posted on 09/09/2026 6:43:54 AM PDT by bray (Thank God for Israel)
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To: chajin

More like Japan than Germany. Germany had the good sense to finally surrender to save what little they had left. The Japanese on the other hand were led by fanatics who were willing to take the country with them rather than surrender. If we had not used the bombs and had instead invaded, it would have been a fight to the death with millions killed. That is the type of leadership we are dealing with. Religious fanatics who will die before surrendering. And if the country goes with them, it is what Allah wanted. I hope our people understand this. IRGC are not rational people.


18 posted on 09/09/2026 6:44:58 AM PDT by redangus
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To: mewzilla

It and Venezuela were about BRICKS.

Venezuela was also about leverage with Canada. Our largest trading partner that literally had us over a barrel because WE NEEDED their crude. Now, we can get some of that same type of crude from Venezuela.

Obviously, these moves also put pressure on CHINA. It removes two of their cheap source supplies of crude. Now, the only one they have is RUSSIA.

Then we have Cuba and Nicaragua. What are they going to do without the help of Venezuela and Iran.


19 posted on 09/09/2026 6:45:48 AM PDT by woodbutcher1963
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To: alloysteel

I think the Caspian Sea is still somewhat available to import and export from. Russia controls that. We have attacked some of the Iranian port facilities. We are not going to blow up any Russian ships. Ukraine might though.


20 posted on 09/09/2026 6:48:29 AM PDT by woodbutcher1963
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