Iran’s Oil Lifeline Is Being Squeezed And The Economic Fallout Is Starting To ShowPrevious sanctions targeted banks and buyers. This strategy is constraining the physical movement of crude,Stephen Innes 🇨🇦 🇹🇭Jun 06, 2026∙ Paid11ShareThe Dark Side Of The Boom is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
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✨ Takeaways by Axi Select• Trump’s blockade is attacking the logistics chain, not just the revenue stream. Previous sanctions targeted banks and buyers. This strategy is constraining the physical movement of crude, turning Iran’s export challenge into a potential production challenge.
• China is no longer acting as Iran’s buyer of last resort. Falling refinery run rates, weaker margins, and softer crude imports are reducing demand for discounted Iranian barrels precisely when Tehran needs those buyers most.
• The real risk extends beyond oil markets. Collapsing export revenues, a rapidly weakening rial, and inflation approaching 80% are creating economic pressures that historically have translated into social unrest and political instability inside Iran.
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