Global energy expert on whether Iran and Gulf nations can workaround U.S. blockade

Despite a tightening U.S. blockade, experts suggest Iran and Gulf partners may leverage regional ties and opaque shipping networks to sustain energy exports. | Contesto: cronaca

Punti chiave

• Global energy expert on whether Iran and Gulf nations can workaround U.S. blockade

Contesto

The United States has intensified its enforcement of a maritime blockade targeting Iranian ports, a move designed to cripple Tehran's primary source of revenue: energy exports. The action, confirmed by naval deployments and sanctions enforcement this week, directly challenges Iran's economic stability and tests the resilience of trade relationships across the Persian Gulf. Global energy expert Jason Bordoff, in a recent interview, framed the blockade not as an isolated incident but as a significant escalation in a long-standing geopolitical contest, one that risks further destabilizing global oil markets already strained by conflict and supply anxieties. Jason Bordoff, founding director of the Center on Global Energy Policy at Columbia University, provided a stark assessment of the immediate logistical hurdles. "The U.S. Navy's presence and its authority to interdict shipments believed to be in violation of sanctions create a formidable physical and legal barrier," he explained. For Iran, the traditional routes for its crude oil and condensates are now under unprecedented scrutiny, forcing a reckoning with its limited fleet and the global banking system's compliance with U.S. financial sanctions. The direct, above-board shipment of Iranian hydrocarbons to major global consumers has become exponentially more difficult and risky. However, the history of sanctions evasion suggests that complete strangulation is elusive. Bordoff pointed to a well-established "shadow" infrastructure that has evolved over years of pressure. "We've seen this movie before," he noted, referencing tactics like ship-to-ship transfers in open waters, the disabling of transponders to create "dark fleets," and the complex re-flagging of vessels. These methods create a chain of custody deliberately obfuscated from regulators and insurers. While more costly and less efficient, this parallel system has historically allowed a significant volume of Iranian oil to seep into the market, often at steep discounts to attract buyers willing to navigate the associated risks. The critical new variable is the potential for regional cooperation. Bordoff emphasized that the reaction of other Gulf...

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Categoria: cronaca