🚨 IRAN’S OIL EXPORTS ARE COLLAPSING IN REAL TIME.
Iran exported just ~209,000 barrels per day in May.
That’s an 84% collapse from April. An 89% collapse from March.
The world is watching one of the most aggressive oil supply disruptions in years unfold almost silently.
And the implications are massive.
China’s imports of Iranian crude just dropped to the lowest level since January 2025.
Meanwhile, tens of millions of barrels are now stranded inside the Persian Gulf and Gulf of Oman with limited ability to reach buyers.
The reason?
The US naval blockade that took effect on April 13th is choking off Iran’s export routes and restricting vessel movement in and out of Iranian ports.
This is no longer just a geopolitical headline.
It’s becoming a global energy market event.
If these conditions continue for another 2 months, Iran could effectively run out of exportable oil for China its largest customer.
That would send shockwaves through: Oil markets. Shipping routes. Inflation expectations. And potentially global risk assets.
The scary part?
Most markets still appear dangerously complacent.
Energy shocks tend to matter slowly… Then all at once.
#Iran #Oil #China #Geopolitics #Bitcoin
Iran exported just ~209,000 barrels per day in May.
That’s an 84% collapse from April. An 89% collapse from March.
The world is watching one of the most aggressive oil supply disruptions in years unfold almost silently.
And the implications are massive.
China’s imports of Iranian crude just dropped to the lowest level since January 2025.
Meanwhile, tens of millions of barrels are now stranded inside the Persian Gulf and Gulf of Oman with limited ability to reach buyers.
The reason?
The US naval blockade that took effect on April 13th is choking off Iran’s export routes and restricting vessel movement in and out of Iranian ports.
This is no longer just a geopolitical headline.
It’s becoming a global energy market event.
If these conditions continue for another 2 months, Iran could effectively run out of exportable oil for China its largest customer.
That would send shockwaves through: Oil markets. Shipping routes. Inflation expectations. And potentially global risk assets.
The scary part?
Most markets still appear dangerously complacent.
Energy shocks tend to matter slowly… Then all at once.
#Iran #Oil #China #Geopolitics #Bitcoin