[51028] Expert Analysis: The Iranian oil industry may survive even without exports

Expert assessments: The survival capability of the Iranian oil industry

According to an analysis published today, May 5, 2026, by the tanker tracking company TankerTrackers, the prevailing claims that Iran's oil reserves will soon be filled and lead to a halt in oil production are inaccurate. The company notes that even in the event of a complete cessation of exports, Iran has the capacity to maintain production of approximately 1.8 to 2 million barrels of oil per day.

Iran International, which is identified with a critical line towards the Iranian regime, quoted TankerTrackers experts who explained that Iran is capable of refining its entire output for internal needs. According to the report, a crucial factor in production continuity is Iran's ability to obtain additional floating storage volume via oil tankers and attempt to "cross the US Navy's blockade line."

The report gained momentum in other media outlets in the country. IRNA (Islamic Republic News Agency), which serves as the official news agency of the Islamic Republic and usually presents the regime's narrative, reported that experts rejected "Trump's claims" and emphasized that the Iranian oil industry would continue to exist even without international exports.

Other local media outlets such as آخرین خبر and خبرفوری also echoed the data, comparing the current situation to Donald Trump's first term in office. During that period, according to reports, Iran managed to adjust its production level to local needs, thereby preventing the paralysis of its strategic oil sector.