The central question facing Iran's oil exports is whether the shift to Revolutionary Guard-controlled sales can survive a reentry to conventional energy markets.

Iran exports 50 million barrels of oil after US blockade lift. Strait of Hormuz traffic returns to normal by July 31 at 34% YES.

Iran's oil exports surge after US blockade ends. Strait of Hormuz traffic returns to normal by July 31 at 30.5% YES.

Iran accelerates crude sales amid US blockade. WTI reaching $110 by July 2026 at 2.2% YES.