The Iran/US conflict has kinda failed to the background with NO REAL progress….
Oil IS getting thru the Strait of Hormuz….
How much is anybodies guess….
You’ll notice that oil/gas/diesel prices have NOT DROPPED appreciably, eh?
Somebody IS making MORE MONEY off this’shortage’ eh?
Oil exports from the Middle East have risen sharply this month, some oil analysts say, taking them closer to the level they were at before Iran shut down the Strait of Hormuz in March, a rebound that could ease some pressure on global energy prices.
In September, an average of 10 million barrels of oil has gone through the waterway daily, according to Kpler, a firm that tracks oil tankers. Separately, six million barrels of crude a day has left the Persian Gulf states this month through pipelines and ports that bypass the strait, Kpler’s data shows.
Before the war with Iran began at the end of February, around 19 million barrels of crude left the region daily through the waterway and other routes. Because of the difficulty in tracking tankers, export totals supplied by analysts might not reflect the true flow of oil, but most experts say volumes rose significantly this month.
The turnaround has most noticeably occurred in the strait, even though Iran continues to attack tankers. A U.S. military operationaimed at protecting the vessels from the attacks appears to have encouraged more shipments by big exporting countries, like Saudi Arabia and the United Arab Emirates.
“They are getting a substantial amount of oil out, and it is increasing over time as shippers’ confidence goes up,” said Eugene Gholz, an associate professor of political science at the University of Notre Dame and an expert on conflict in the strait.
President Trump, members of his administration and U.S. military officials have said for weeks that the Strait of Hormuz is open, and that tankers are moving oil through the strait.
Some analysts say the increase in oil exports shows that Iran may be losing its grip on the waterway. In recent months, a U.S. blockade has prevented Iran from exporting oil on tankers, cutting off a valuable source of revenue for the country.
“That tells me the pressure is on Iran, not the United States,” said Martin Navias, a senior research fellow at the Center for Defense Studies at King’s College London.
Despite the success in getting more oil out, the per-barrel price is still well above where it was before the war, and higher gasoline and diesel prices are weighing heavily on consumers around the world…..
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ISW….Iran Update, September 28, 2026
- Saudi and Yemeni government-aligned forces may be targeting senior Houthi and Iranian Islamic Revolutionary Guards Corps (IRGC) missile and drone experts and military commanders in order to degrade the Houthis’ ability to attack Saudi oil infrastructure, military bases, and vessels.
- Saudi and Yemeni government-aligned forces are likely attacking Houthi sustainment and logistics centers in order to weaken Houthi forces that are engaged in combat across several sectors in Taiz Governorate.
- Yemeni government-aligned forces have concurrently continued to engage Houthi fighters on elevated terrain overlooking the Bab al Mandeb Strait and the Red Sea coastal plain.
- US President Donald Trump rejected an Iranian proposal that largely resembles the terms of the June US-Iran memorandum of understanding (MoU) and does not appear to include any new Iranian concessions.
- Iranian efforts to threaten shipping in the Strait of Hormuz aim to compel the United States to accept Iranian demands and surrender.
- The terms of the Iranian proposal indicate that Iran remains unwilling to make serious concessions even as Iran faces deteriorating economic conditions due to intensified US economic measures.
- Iranian officials expressed concerns to anti-regime media that current Basij Organization Commander Hossein Taeb is attempting to establish an armed support base. These concerns point to broader dysfunction issues within the Iranian regime that are likely due in large part to the reduced presence or influence of the Supreme Leader, who has traditionally played a key role in managing competition among the regime’s various factions.
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