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Iran’s Disappearing Oil Is Becoming Everyone’s Problem

Iranian oil is disappearing from the market just as its biggest buyer returns for more. China’s recovering crude demand is colliding with the loss of a supplier that sustained its independent refiners through the crisis, forcing them to compete for increasingly expensive alternatives. The consequences reach beyond China: every replacement barrel tightens supplies for other buyers, while Tehran faces a growing incentive to disrupt the Strait of Hormuz, which is now carrying an unexpectedly strong 13 million barrels a day (just 5 million below…

Helena Marsh1 October 2026

MarketsIndustry news

Oil's New Normal Is Higher Prices

Oil prices pulled back on Tuesday, reversing recent gains as investors weighed signs of export recovery by Middle Eastern producers against uncertainty surrounding the fate of the Iran war. Brent crude for November delivery fell 1.5% to trade at $103.72 per barrel at 1.10 pm ET, while WTI crude for October delivery declined 2.2% to change hands at $90.62/bbl. Crude exports from the region climbed to 15.5 million barrels per day in September, good for more than 80% of prewar levels and the highest level since the conflict began seven months ago.…

Helena Marsh30 September 2026

Oil & Fuel OilIndustry news

Oil Prices Fall as Iran Negotiation Hopes Return

U.S. sanctions pressure on Iran intensifies, but Pakistani mediation hopes push Brent back to $89. US Blockade Leaves Iran’s Oil Trade on Borrowed Time - The announcement of the Trump administration’s ‘Economic D-Day’ sanctions on Iran coincides with an overall slump in Tehran’s crude exports, choked off by the US Navy’s maritime blockade in the Gulf of Oman. - Iran’s August crude exports have so far been minimal compared to the 2025 average of 1.7 million b/d, averaging only slightly around 0.3 million…

Editorial Desk25 August 2026

Shipping & LogisticsIndustry news

Iran’s blockade trilemma: endure, escalate or negotiate

Key takeaways • The renewed US blockade is making the status quo progressively more expensive for Tehran. Pressure now extends from crude and petrochemical export revenues to production shut-ins, imports, aviation, gasoline balances, and ultimately government subsidies. Politically, the status quo also increasingly becomes hard to manage. • Tehran is confronted with a trilemma: endure, ...