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Persian Gulf oil exports hit 72% of prewar levels — as US says Iran is ‘exhausted’ by blockade

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Cite

Reyes, R., Schultz, M., & Christenson, J. (2026, September 28). Persian Gulf oil exports hit 72% of prewar levels — as US says Iran is ‘exhausted’ by blockade. New York Post. https://nypost.com/2026/09/28/world-news/persian-gulf-oil-exports-hit-72-of-prewar-levels-as-us-says-iran-is-exhausted-by-blockade/

Dated when The Aporia collected the article, usually within hours of publication. Check the original for its exact date and byline.

New York Post · collected 2026-09-28 · by Ronny Reyes, Marisa Schultz, Josh Christenson

Quick Summary

Oil exports from the Persian Gulf have rebounded to 72% of pre-war levels, with crude flow through the Strait of Hormuz now slightly under half its pre-war volume, according to analysts. US officials claim Iran is being "strangled" by a naval blockade, leading to severe economic strain and shortages in supplies, water, food, and other essentials. The Iranian rial has plummeted to record lows at 2.45 million per US dollar, reflecting extreme inflation and economic hardship under US sanctions.
Written by AI on 2026-09-28, from this article's own text only (the story summary below draws on all the coverage).

AI analysis

Story summary

Oil exports from the Middle East have rebounded to 80% of pre-war levels, according to data from oil tracker Kpler, despite ongoing tensions between Iran and the United States since February 28. This increase suggests that maritime traffic through the Strait of Hormuz is stabilizing, though experts caution that full security and stability remain uncertain until broader conflicts are resolved. The U.S. military's presence in the region has reportedly helped mitigate Iranian threats to oil shipments, contributing to this recovery. However, Iran continues to face severe economic hardships, with its rial depreciating sharply and inflation soaring, weakening its negotiating position. Despite these challenges, some experts argue that Iran retains significant leverage due to unresolved conflicts, making a quick resolution unlikely.

Written for “Iran Oil Strategy Impact” on 2026-10-30, grounded in this article and the 7 other(s) covering the same event.

Story

📰 Iran Oil Strategy Impact
Economy/Business · 8 article(s) covering the same event. Compare every outlet's account →

Compared with similar articles

This article reads unscored and hedges 23% of its claims. Each row says how that neighbour differs.
Toronto Star
⚖️ Leans strongly left Hedges 3 of 51 claims Outlet record 64/100
“The articles describe different aspects of the ongoing economic and military situation involving Iran, with Article A focusing on the truck blockade at the Turkey-Iran border, while Article B discusses Persian Gulf oil exports and the impact of the US naval blockade.”
New York Post
⚖️ Leans strongly right Hedges 2 of 30 claims Outlet record 66/100
The Straits Times
⚖️ Leans left Hedges 0 of 11 claims Outlet record 66/100
“The articles describe different aspects of the situation involving Iran and oil exports in the Persian Gulf, but they do not report on the same specific incident or occurrence.”
Al Jazeera
⚖️ Leans left Hedges 1 of 36 claims Outlet record 60/100
“The articles describe different aspects of the situation in Iran, with Article A focusing on oil exports and US blockade effects, while Article B focuses on Iranians' response to fears of shortages due to sanctions.”
New York Post
⚖️ Leans strongly right Hedges 1 of 16 claims Outlet record 66/100
CBS News
Hedges 1 of 2 claims Outlet record 66/100
“The articles report on similar situations but different time points and levels of oil exports.”
New York Post
⚖️ Leans left Hedges 0 of 25 claims Outlet record 66/100
“The articles discuss different aspects of the US-Iran war; one focuses on oil exports and Iran's economic situation, while the other reports Iraq's stance regarding sanctions against Iranian airlines.”
Al Jazeera
Hedges 3 of 14 claims Outlet record 60/100
“The articles discuss different aspects of the situation involving Iran and its relations with neighboring countries under US sanctions. Article A focuses on oil exports and a naval blockade, while Article B addresses flight restrictions between Iran and Iraq.”
Toronto Star
⚖️ Leans right Hedges 7 of 41 claims Outlet record 64/100
“While both articles discuss the ongoing situation with Persian Gulf oil and Iran's blockade, they describe different timeframes and details of the situation.”
Al Jazeera
⚖️ Leans left Hedges 7 of 49 claims Outlet record 60/100
“The articles discuss different aspects of the ongoing situation involving Iran and the US naval blockade but do not describe the same specific incident.”
How this article was measured signals, leaning charts, publisher record, byline, topics and claims

Signals How these are calculated →

Claims extracted
30
sentences that state something as happening or true
Uncertain
23%
7 of 30 hedged ("reportedly", "may", "according to")
Leaning
withheld
no quote in the article backed the model's score
Publisher signals
66/100
New York Post's corrections and hedging, across everything collected from it. Not a measure of accuracy.
Outlets on this story
8
Economy/Business
Same framing elsewhere
1
articles that frame the event the way this one does
Analyzed 2026-09-28 · how these are computed

How this is being covered How these are calculated →

Article leaning vs. publisher reliability
Source leaning vs. consistency

Publisher

New York Post · 15208 article(s) · 35 correction(s) detected
Running correction rate · 35 correction(s)

Who wrote this

Ronny Reyes
64 article(s) here · 1 carrying a prediction
🔮 Netanyahu’s Likud party will retain the most seats in the Knesset, with Likud and his allies looking to secure 54 seats, according to preliminary results — down from the 60 he currently holds.
🔮 Prime Minister Benjamin Netanyahu trailed opposition leader Gadi Eisenkot in the Israeli election Tuesday, according to exit polls — but neither bloc appeared set to win enough seats to secure a clear majority.
🔮 The acceleration is evidence that Iran will not abandon its nuclear ambition despite ongoing peace talks with the US, retired four-star Gen. Jack Keane told Fox News.
🔮 Israeli-Arabs could sway the balance of power in Israel’s general elections next week as the country’s two major parties are predicted to fall short of a majority in the Knesset.
🔮 Brinksman would go on to hold top secret security clearance while working as an employee of a US government agency and later as a systems developer private contractor working for the same agency, prosecutors said.
🔮 Flora attended a mandatory court appearance on Saturday, with the wrestler set to return for a follow-up hearing next Monday, TMZ reported.
🔮 But the US blockade on Iran’s ports has prevented Tehran from replenishing its supplies, which shrunk to below 1 million barrels by Oct. 5 and is now virtually gone, according to the Kpler maritime analyst firm. “There’s no more oil to discharge to China anymore,” Homayoun Falakshahi, head of crude-oil analysis at Kpler, told the Wall Street Journal.
🔮 Local authorities will be alerted,” the alert read.
🔮 Aid flow from the European Union remains volatile after Slovakia and Hungary announced earlier this week that they would not participate in the bloc’s push to provide a nearly $80 billion aid package to Ukraine.
🔮 The goal is to get a peace deal that will favor the Kremlin, but also for Russia, China and the US to establish spheres of influence around the world, a former Moscow intelligence officer with knowledge of the talks told the Journal.
Also by Ronny Reyes
Nothing else under this byline is closely related to this article, so these are simply their most recent.
All 64 articles by Ronny Reyes →
Marisa Schultz
6 article(s) here · 1 carrying a prediction
🔮 The Affinity Partners CEO’s 14-point fact check begins by addressing allegations he raised $5 billion earlier this year for his private equity fund while helping negotiate on behalf of the Trump administration in the Middle East — something that would appear to be an obvious conflict of interest.
🔮 “Dennis believes he’s the ambassador of goodwill between North Korea and the United States.
🔮 President Trump is now reportedly willing to give Tehran sanctions relief and release frozen assets in exchange for a concrete nuclear deal, one official said.
🔮 Putin’s ominous remarks could mean a bleak winter for war-ravaged Ukrainians after the tyrant’s ruthless assault on electrical infrastructure earlier in the nearly five-year conflict.
🔮 “We are honored that Rep. Mike Lawler and one of our House candidates, Mike LiPetri, will be featured speakers.
Also by Marisa Schultz
Nothing else under this byline is closely related to this article, so these are simply their most recent.
All 6 articles by Marisa Schultz →
Josh Christenson
60 article(s) here · 1 carrying a prediction
🔮 “I don’t think he’s gonna get fired immediately, but I wouldn’t be surprised if he was eventually pushed out,” the source said.
🔮 DJT will pardon me.”
🔮 Consular services will resume shortly,” Sienik added later.
🔮 Soriano is currently being held without bond, a rep for the Prince William County Adult Detention Center told The Post Friday.
🔮 Moscow’s foreign affairs adviser Yuri Ushakov said that Putin said “in principle” peace talks will continue after Nov. 10, following a meeting with US special envoy Steve Witkoff in St. Petersburg.
🔮 Tuesday’s talks centered on points in a proposal that will be presented to Russia the following day, laying out a framework for peace with Ukraine, security guarantees and “a broader European security architecture,” which could involve Ukraine joining the EU, as well as post-war plans for financial recovery, according to US officials and leaders who participated.
🔮 Given the case is being pursued as a general conspiracy, the evidence will prove useful even if some of the acts fall outside of the statute of limitations. “If you argue a conspiracy, you can allege overt acts in furtherance of the conspiracy that are outside the statute of limitations,” said Neama Rahmini, a former federal prosecutor.
🔮 In December 2025, then-US Attorney Joe Thompson claimed as much as $9 billion in taxpayer funds may have been pilfered from state coffers since 2018 — the same year Democrat Tim Walz was first elected Minnesota governor.
🔮 “I will be transferring from our campaign in New York one million dollars to the state of Michigan to help support you all,” Ocasio-Cortez (D-NY) told supporters at an event while stumping for El-Sayed in Michigan’s Upper Peninsula on Thursday.
2026-10-16 · assertive framing · AOC sends $1M to Abdul El-Sayed in Michigan Senate race
🔮 “Our auditors and investigators are zeroing in on this failure, and we will enforce full accountability.
Also by Josh Christenson
Nothing else under this byline is closely related to this article, so these are simply their most recent.
All 60 articles by Josh Christenson →

Topics

America Iran Iranian Kpler Post

Subjects

Iran GPE · 8× Kpler ORG · 4× Iranian NORP · 3× America GPE · 2× Post ORG · 2× Tehran GPE · 2× The Post ORG · 1× Treasury ORG · 1× Trump PERSON · 1× US Navy ORG · 1×

Narrative

With the US providing military protection in the Strait and no confirmed Iranian attacks occurring in almost a week, oil flow in the waterway jumped to an average of 7.3 million barrels a day in September, the highest it has been during the war, Kpler noted.
framing: mixed · carried by 1 article(s) · first seen 2026-09-28
🔮 President Trump is now reportedly willing to give Tehran sanctions relief and release frozen assets in exchange for a concrete nuclear deal, one official said.

Claims (30 extracted, 7 hedged)

The oil is flowing again in the Persian Gulf — even as Iran is choking on fumes. asserted
Iran → flow → fumes
Oil exports from the region have rebounded to 72% of pre-war levels and crude flow through the Strait of Hormuz is now a little under half what it was before the war, according to analysts. Meanwhile, Iran appears to be running on fumes, according to US officials — who say the country is being “strangled” by the US Navy blockade that has locked out Iran’s ports and caused its trade to free fall. uncertain
trade → rebound → ports
US officials told the Post that as oil exports continue to increase, America’s negotiating ability only increases. asserted
ability → tell → Post
President Trump is now reportedly willing to give Tehran sanctions relief and release frozen assets in exchange for a concrete nuclear deal, one official said. uncertain
official → give → deal
Hardliners in Iran, however, have rejected such conditions and even called on the country to end any cooperation on the Nuclear Non-Proliferation Treaty. asserted
Hardliners → reject → Treaty
“They are exhausted,” a US official told The Post. asserted
official → exhaust → Post
“There’s no doubt that they’re exhausted.” asserted
they → ’ → ?
“They’re running out of supplies. asserted
They → run → supplies
They’re running out of water. asserted
They → run → water
They’re running out of feedstock. asserted
They → run → feedstock
They’re running out of food,” the official added. asserted
official → run → food
“And the blockade is strangling them. asserted
blockade → strangle → them
It’s almost like we’re like an anaconda. asserted
we → ’ → anaconda
And every time they let out a breath, we squeeze a little more.” asserted
we → let → more
The country’s rial, which was already in massive trouble before the war, has also plunged to a new low of 2.45 million to one US dollar — explosive inflation from a year ago when $1 was worth 42,000 rials. asserted
1 → plunge → dollar
“Operation Economic Outcast has caused the rial to hit record lows,” Treasury Secretary Scott Bessent wrote on X. “We will continue to degrade the Iranian regime’s ability to fund terrorism and develop a nuclear weapon. asserted
We → cause → weapon
US officials told the Post that as oil flow continues to increase out of the Persian Gulf, America’s negotiating ability only increases. asserted
ability → tell → Gulf
Oil flowing out of the Strait of Hormuz is on the rise as ships confidently sail under US protection — with the Persian Gulf’s crude exports reaching an average of more than 13 million barrels a day in September, near pre-war levels, according to maritime tracker Kpler. uncertain
exports → flow → Kpler
With the US providing military protection in the Strait and no confirmed Iranian attacks occurring in almost a week, oil flow in the waterway jumped to an average of 7.3 million barrels a day in September, the highest it has been during the war, Kpler noted. asserted
Kpler → provide → war
US Energy Secretary Chris Wright hailed the increased flow on Sunday and claimed that transits even exceeded pre-war levels for at least one day in the previous week. asserted
transits → hail → week
“There was a day just this last week where over 20 million barrels of oil, more than pre-conflict levels, flowed out of the Strait,” Wright told Fox News. asserted
Wright → be → News
The average oil traffic through the Strait, however, remains less than half of pre-war levels, with an average of 17 ships sailing through the passage every day, according to Kpler. uncertain
average → remain → Kpler
The Gulf, however, has stepped up in other places, with increased flow recorded at the Gulf of Oman through ship-to-ship transfers and at the United Arab Emirates’ Fujairah pipeline, which bypasses the Strait of Hormuz. asserted
which → step → Hormuz
The Persian Gulf’s total exports for September have reached about 13 million barrels of oil per day, about 72% of what it was in February before the US and Israel declared war on Iran, according to Kpler. uncertain
US → reach → Kpler
The new data echoes analysts and US officials’ claim that Iran has effectively lost its ability to threaten ships along the Strait of Hormuz. uncertain
Iran → echo → Hormuz
The realities in the water, however, have not stopped Iran’s Islamic Revolutionary Guard Corps from continuing to threaten escalation in the Strait. asserted
realities → stop → Strait
While Iranian media claimed that its military struck 19 ships trying to cross the Strait of Hormuz over the weekend, no attack along the waters has been independently confirmed since Wednesday. asserted
attack → claim → Wednesday
Iran’s Persian Gulf Strait Authority also issued a warning over the weekend against ships sailing outside Tehran’s recognized route, with armed forces spokesman Abolfazl Shekarchi adding that the US would be “hit” if it continues to intervene in Hormuz. asserted
it → issue → Hormuz
Maintaining safe travel through the Strait has also proved to be its own challenge, with at least eight US Marines injured after a cruise missile hit the ship they were operating on in the waterway, officials told NBC. asserted
officials → maintain → NBC
Some 22 seafarers have been killed in 79 confirmed attacks in the Strait since the war began, according to the International Maritime Organization. uncertain
war → kill → Organization
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