Amena Bakr(@Amena__Bakr):Iran’s oil production and revenue squeeze is intensifying: Iran has loaded no crude or condensate cargo since August 25, and tankers loaded since mid-July have been unable to cross the blockade line. NIOC has consequently cut production to domestic requirements—below 2 million b/d this fall as seasonal demand declines. @Kpler #OOTT

Amena Bakr

@Amena__Bakr

Head of Middle East Energy & OPEC+ Insights @Kpler. Award winning journalist, Ex-Reuters/@energyintel. abakr@kpler.com. All views are mine.

Joined November 2016

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Amena Bakr@Amena__Bakr

2026.10.22 14:11

Iran’s oil production and revenue squeeze is intensifying: Iran has loaded no crude or condensate cargo since August 25, and tankers loaded since mid-July have been unable to cross the blockade line. NIOC has consequently cut production to domestic requirements—below 2 million b/d this fall as seasonal demand declines. @Kpler #OOTT#