Cointelegraph: Persian Gulf crude exports surpass 14M bpd for first time since Iran War began

Persian Gulf crude exports rising above 14M bpd for the first time since the Iran War began signals improving supply availability and reduced near-term disruption risk. The recovery to ~80% of prewar export levels likely eases the regional risk premium embedded in global benchmarks, weighing on crude pricing and spilling into energy equities and inflation-sensitive rates expectations.