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Middle East Oil Exports Rebound as Iran’s Chokehold on Hormuz Breaks Down
The Wall Street Journal ^ | Sept. 28, 2026 9:00 pm ET | Georgi Kantchev and Summer Said

Posted on 09/28/2026 7:12:18 PM PDT by E. Pluribus Unum

But it brings a dangerous moment for the U.S.

DUBAI—Iran’s ability to choke off oil flowing through the Strait of Hormuz—and use that as leverage in talks with the U.S.—is breaking down, raising the risk it will resort to military escalation to bolster its position.

The erosion of Iran’s position comes as the U.S. Navy and Gulf oil producers have become better at fending off or evading Iranian attacks, allowing more tankers to cross the strait.

Middle Eastern crude exports rebounded this month to around their highest level since the war began in February, oil data trackers say. Shipments via Hormuz and bypass routes were delivering just under 80% of their prewar regional flows as of last week, according to tracker Kpler.

So far this month, crude exports from major Middle Eastern producers including Saudi Arabia, Iraq, the U.A.E. and others—moving through Hormuz and alternative routes—have risen to almost 13 million barrels a day. That is the highest total since February, when the region exported nearly 19 million barrels a day, according to ship tracker Huax.

Saudi Arabia is also starting to pump crude through its damaged East-West pipeline and load it on tankers in the Red Sea, though volumes remain reduced, officials familiar with the operations said. Some of the current output will be destined for domestic refineries, they said.

Iran, by contrast, has been unable to move crude through Hormuz since the U.S. reinstated its maritime blockade in July. The stores of oil that Iran had stockpiled beyond the blockade could run out by mid-October, Kpler estimates, choking off a vital source of revenue as the country’s economy buckles under the pressure of sanctions and the strain of war.

The shift weakens Tehran’s ability...

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


TOPICS: Foreign Affairs; Hamas; Hezbollah; Iran; War on Terror; Yemen
KEYWORDS: 5thcolumnonfr; aidandcomfort; georgikantchev; glasshalfempty; hamas; hezbollah; iran; irgc; lookwholovesiran; r; straitofhormuz; summersaid; waronterror; wsj; yemen

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1 posted on 09/28/2026 7:12:18 PM PDT by E. Pluribus Unum
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To: E. Pluribus Unum

They will most certainly act out between now and the elections.


2 posted on 09/28/2026 7:18:55 PM PDT by Jeff Chandler (The issue is never the issue. The issue is always the revolution.)
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To: Jeff Chandler

“They will most certainly act out between now and the elections.”
___________________________________________________________

You are most certainly correct. I’m just surprised they haven’t already started.


3 posted on 09/28/2026 7:26:38 PM PDT by Bob Wills is still the king (Wake up and smell the coffee!)
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To: E. Pluribus Unum

Two groups are routing against our success in the ME....demoncrats and the IRGC.


4 posted on 09/28/2026 7:27:15 PM PDT by ealgeone
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To: E. Pluribus Unum

So gasoline prices will start to fall by tomorrow morning?

Nope, up like a price gouging rocket, down like a war profiteering feather. That’s how a non-free market controlled by monopolies works.

It’ll take weeks, months, years, centuries for the price to come down by 15 cents.


5 posted on 09/28/2026 7:27:39 PM PDT by Fai Mao
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To: ealgeone

Think November 1972 when Nixon won by a landslide. Then think Hanoi Christmas-7 weeks later.


6 posted on 09/28/2026 7:28:44 PM PDT by DIRTYSECRET
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To: E. Pluribus Unum

Iran’s power is collapsing just as RINOs and Democrats will get ready to surrender to them.


7 posted on 09/28/2026 7:32:27 PM PDT by PGR88
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To: DIRTYSECRET

yep


8 posted on 09/28/2026 7:32:41 PM PDT by ealgeone
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To: Fai Mao
So gasoline prices will start to fall by tomorrow morning?

https://x.com/i/grok/share/3dcf12d1b699435d961690c4af2dae56

No, gasoline prices will not start falling by tomorrow morning. Your “up like a rocket, down like a feather” observation is the standard description of how retail fuel prices behave, and it’s well-documented.

Crude oil is the biggest input cost for gasoline (often more than half the retail price), but the two markets are not identical and the physical supply chain creates lags:Recent reporting on the Strait of Hormuz shows oil flows recovering (higher transparent tanker movements, Gulf exports climbing toward a larger share of pre-disruption levels, alternative routes/pipelines helping). That reduces the immediate geopolitical risk premium on crude and can pressure oil prices lower if the recovery holds. But even a sustained drop in crude does not translate into overnight pump-price cuts.

Retail gasoline markets have competitive elements (many stations, transparent pricing apps, consumers who shop around), but they also have frictions: inventory accounting, wholesale rack prices, taxes, distribution costs, and local market structure. The asymmetric response is real and long-observed; it is not pure “monopoly price-gouging” in every case, though margins can stay elevated longer on the downside than pure cost-plus would suggest. Full normalization to lower crude levels can take weeks, not hours or a single overnight shift.If crude continues lower and stays there, you should see gradual declines at the pump over the coming weeks rather than an immediate 15-cent drop tomorrow. Local prices vary a lot by region, so watching AAA or GasBuddy averages is more informative than any single headline.

9 posted on 09/28/2026 7:34:32 PM PDT by E. Pluribus Unum (The right of the Democrats to embezzle elections shall not be infringed. )
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To: E. Pluribus Unum

Trump’s Iran strategy is working — the ayatollah suffers as oil flows again

https://nypost.com/2026/09/28/opinion/trumps-iran-strategy-is-working-the-ayatollah-suffers-as-oil-flows-again/


10 posted on 09/28/2026 7:35:40 PM PDT by Libloather (Why do climate change hoax deniers live in mansions on the beach?)
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To: DIRTYSECRET

“Think November 1972 when Nixon won by a landslide. Then think Hanoi Christmas-7 weeks later.”

____________________________________________________________

Think of the 50% losses our bombers took (15 of 30 B52’s on Operation Linebacker were shot down), and the fact that it didn’t change the end of the war one bit. It was just more wasted lives and equipment.


11 posted on 09/28/2026 7:41:14 PM PDT by Bob Wills is still the king (Wake up and smell the coffee!)
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To: Bob Wills is still the king

IRCG or the DNC?


12 posted on 09/28/2026 7:51:37 PM PDT by blackdog (The philosophy of the schoolroom in one generation will be the philosophy of government in the next.)
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To: Bob Wills is still the king

They’re out of conventional options, their asymmetrical boat plan lies at the bottom of the gulf, so they’re on to terror-style attacks in the recent UK infiltration attempt.

Note the UK is much more interested in TDS than in the fact that people with explosives are freely running about their country, evidenced by letting the attackers out on bail.


13 posted on 09/28/2026 7:54:03 PM PDT by No.6
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To: Bob Wills is still the king

Didn’t know that. I do know that it brought the enemy back to the table in Paris. I’m also aware of one pilot Capt. Hansen who got tired of it and refused to continue.

The peace ‘agreement’ was signed a few weeks later. Fell apart 3 years later in May. Democrats in congress pulled the rug out from under the aid President Ford wanted to send them. About a hundred million dollars worth.

The south was not worth fighting for.


14 posted on 09/28/2026 7:57:17 PM PDT by DIRTYSECRET
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To: E. Pluribus Unum

Correct. Those large buried tanks are filled with the product, but that was purchased at a higher wholesale price. Gasoline is gasoline, and margins are thin. Retail goes up with wholesale, but comes down after, based on how much of the higher-priced inventory is still in the tanks.


15 posted on 09/28/2026 7:59:03 PM PDT by SunkenCiv (TDS -- it's not just for DNC shills and jihadists anymore -- oh, wait, yeah it is.)
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To: E. Pluribus Unum

Just in time because the cheap gas is $6.85, high octane $7.30 and Diesel is over $9.00

Gotta flatten that curve baby.


16 posted on 09/28/2026 8:16:59 PM PDT by Karliner (Heb 4:12 Rom 8:28 Rev 3, "...This is the end of the beginning." Churchill)
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To: DIRTYSECRET

Actually, Creighton Abrams crushed the Viet Cong in South Vietnam, with the North winning the war due to ma conventional invasion that South Vietnam would have defeated if the US had carried out its promises. As it was, the Democrats in Congress cut off aid and South Vietnam fell.


17 posted on 09/28/2026 8:20:23 PM PDT by Rockingham
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To: SunkenCiv

>> Those large buried tanks are filled with the product, but that was purchased at a higher wholesale price.

^^^^^^^^^^ SANITY ^^^^^^^^^


18 posted on 09/28/2026 8:24:10 PM PDT by Nervous Tick (Hope, as a righteous product of properly aligned Faith, IS in fact a strategy.)
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To: ealgeone

” raising the risk it [Iran] will resort to military escalation to bolster its position.”

leave it to the anti-Trump, anti-MAGA WSJ to point out the POSSIBLE dark lining of a massive silver cloud success of the Trump Administration in bringing the Iranian regime to it knees, especially after prediction after prediction of doom in Iran ...


19 posted on 09/28/2026 8:35:31 PM PDT by catnipman ((A Vote For The Lesser Of Two Evils Still Counts As A Vote For Evil))
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To: ealgeone

Add a third group, the WSJournal:
Middle East Oil Exports Rebound as Iran’s Chokehold on Hormuz Breaks Down (positive)
9/28/2026, 7:12:18 PM · by E. Pluribus Unum · The Wall Street Journal ^ | Sept. 28, 2026 9:00 pm ET | Georgi Kantchev and Summer Said
But it brings a dangerous moment for the U.S. (the usual WSJ negative)


20 posted on 09/29/2026 3:54:48 AM PDT by Bookshelf (NS)
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