Framing Analysis
Al-Monitor reports that Iranian crude and condensate loadings fell from approximately 2 million barrels per day in March to 220,000–255,000 barrels per day in August following the US blockade reinstated on July 14. No successful cargoes transited the Strait of Hormuz to China after that date according to Kpler, Vortexa, and TankerTrackers.com. Loadings remained near zero for seven weeks as of September 1, a sustained level not observed during the 2019-2020 maximum-pressure period.