A Swedish analyst: Part of the increase in oil exports from the Persian Gulf might have been done under Iran’s conditions in Hormuz
Aron Lund, a Swedish analyst, referring to U.S. sanction announcements, stated that available evidence suggests Iran continues to charge some ships fees for passing through the Strait of Hormuz, under the guise of protection or insurance. He believes this could be one explanation for the renewed increase in oil export flows from the Persian Gulf, meaning that some oil traffic might not be occurring outside of Iran’s desired framework but rather with the acceptance of certain conditions set by Tehran. This assessment has not yet been independently proven. At the same time, new data shows that oil exports from the Middle East in parts of September have returned to pre-war levels or even surpassed them, although alternative routes, military escorts, ship-to-ship transfers, and a significant increase in transportation costs have also played a role in this return.
