With the activation of the trigger mechanism and the return of UN sanctions, Iran has found itself in a challenging economic situation; however, the continued export of oil to China and the use of complex networks to bypass restrictions show that Tehran has been able to largely maintain its oil revenue path and is ready to confront international pressures.
In recent months, Iran has been able to increase its oil exports to 1.8 million barrels per day, about 22% higher than the 2024 average. This increase is largely due to high Chinese demand for cheap Iranian oil.
However, some reports suggest that Iran is storing oil at sea. According to satellite data and tanker tracking companies, the volume of Iranian oil stored at sea has increased by about 30 million barrels since the beginning of 2025. This indicates a gap between the volume of oil loaded from Iranian oil terminals and the amount delivered to end customers, mainly in China.
In addition to oil purchases, China is an important partner for Iran in other economic areas. Cooperation in large infrastructure projects, the creation of alternative financial networks, and investment in industrial sectors allow Iran to reduce its dependence on Western sanctioned markets. This level of support is not just simple economic assistance, but also a sign of the strategic alliance and the willingness of the two countries to maintain a long-term relationship in difficult circumstances.
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