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Analysis: Iran's stranglehold on Strait of Hormuz loosens as Gulf Arab oil reaches market

  • U.S. officials say a “secret mission” and military overwatch helped more than 100 million barrels of Gulf oil move past the Strait of Hormuz, easing Iran’s recent chokehold.
  • Tankers and Gulf exporters have been using stealthy tactics — turning off trackers and doing ship‑to‑ship transfers — to get crude out, often with U.S. support nearby.
  • Iran’s oil industry is under growing strain: output is reportedly down ~800,000 bpd, onshore storage is filling, and the blockade is increasing economic pressure on Tehran.
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