Iran Under Pressure: The Blockade Scorecard
May 11, 2026
Weeks into blockade
4
Strait of Hormuz confrontation began early May 2026
Sustainability window
3–4 mo.
Estimated months Iran can sustain current blockade pressure
China share of Iran oil
~85%
Estimated share of Iranian crude absorbed by China in 2025
U.S. inflation (May 2026)
3.8%
CPI YoY; partly driven by the Hormuz energy shock
IRGC infrastructure control
~60%
Estimated share of Iranian energy sector under IRGC control
Iranian Oil Export Revenue (2010–2026)
USD billions · Shaded bands = presidential terms · Source: EIA, IMF
Democratic president
Republican president
Projected
Cumulative Iranian oil export revenue lost since blockade onset (USD billions). Rate: ~$220M/day based on pre-blockade export levels.
Key Questions Answered
DATA SOURCES
U.S. Energy Information Administration · IAEA Quarterly Reports · UN OCHA · Pentagon Briefings · Congressional Research Service · World Bank · IMF Article IV Consultations
Data sources
Iran Oil Export Revenue Historical Data· U.S. Energy Information AdministrationIAEA Iran Nuclear Monitoring Reports· International Atomic Energy AgencyIran GDP Growth & Macroeconomic Data· World Bank Open DataStrait of Hormuz Oil Flow Statistics· U.S. Energy Information AdministrationIran Sanctions Chronology· Congressional Research ServiceGlobal Fertilizer Supply Chain Risk· UN Food and Agriculture OrganizationWar Powers Resolution Legal Analysis· Congressional Research ServiceUN OCHA Gulf Humanitarian Assessments· UN Office for the Coordination of Humanitarian Affairs