๐จ JUST IN: The “experts” just entered a state of SHOCK after crude exports surge to 98% of pre-war levels around Hormuz, per WSJ
— Eric Daugherty (@EricLDaugh) October 1, 2026
Saudi Arabia RESTORED pipeline flows and exports are now nearly 18 MILLION across a 10 day average ๐ฅ
They said it was impossible, but it JUST… pic.twitter.com/8kvl9iam6B
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 operation aimed 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.
Tonight on God Bless America 62:
— Eric Abbenante (@EricAbbenante) September 30, 2026
Even CNN is admitting that oil flowing through the Strait of Hormuz is at the highest levels since the war started.
Jake Tapper: "Gulf oil producers are managing to get a lot more oil through the Strait of Hormuz. Marine data trackers say oil… pic.twitter.com/QyiM2Rz0kk
Here's the other side of the balance sheet: While we're getting most of the non-Iranian oil through the Strait, Iran is getting none through.
Scott Bessent reports that Iran got zero barrels of oil out in tankers in September.
There may be a small amount of oil getting out in tanker trucks, but that's no way to move a lot of oil.
Visual proof of Bessent's claim:About 20 empty Iranian tankers are now stranded off the coast of Sri Lanka. They cannot go back to Iran because of the blockade.
And the US is pressuring Sri Lanka not to allow them to refuel and resupply.
The ships are empty, having dumped their oil off in China and India, and now languishing with no cargo.
GO READ THE WHOLE THING.๐ฎ๐ท๐บ๐ธ Around 20 empty Iranian tankers are drifting off Sri Lanka with food and water running low as US pressure cuts off their supplies
— Mario Nawfal (@MarioNawfal) October 1, 2026
The blockade has kept them from going home since July, and when they moved toward Sri Lanka, the US embassy warned local suppliers to stop… pic.twitter.com/s2caPYkabv
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