Reuters, citing Vortexa data, reported Gulf oil flows excluding Iran reached more than 81% of pre-war levels in September, while Iranian exports fell to zero under the US blockade. Saudi exports drove much of the recovery. Aggregate recovery therefore concealed an uneven distribution of access, economic pressure, and dependence on maritime routes.
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What did the October 6 export data show?
September Gulf oil flows excluding Iran recovered above 81% of pre-war levels, while Iranian exports fell to zero under blockade.
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Reuters cited Vortexa data and attributed the uneven flows to the blockade and recovery elsewhere.