CLAVE 1 / 4Iran’s oil and LNG exports have fallen to zero under a U.S. blockade, with floating reserves off Malaysia and China set to run out by the end of October.
CLAVE 2 / 4The revenue shortfall could slash Tehran’s annual budget by 40%, forcing cuts to social spending while military and nuclear programmes remain prioritised.
CLAVE 3 / 4Alternative export routes—rail to China, Caspian Sea shipments, or covert deals with Gulf suppliers—are either impractical or yield negligible volumes.
CLAVE 4 / 4The U.S. Navy has warned vessels against movements between Iranian ports, sinking several tankers off Jask and Chah Bahar in recent weeks.
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