Gulf states have managed to restore a significant portion of their oil exports despite continued instability surrounding the Strait of Hormuz, while Iran itself is facing mounting economic pressure, according to an assessment by Brig. Gen. (res.) Raam Aminach. Kol Chai reports.

Aminach said Gulf producers are now exporting roughly 50% to 80% of their pre-fighting volumes after adapting shipping patterns and finding ways to reduce exposure to Iranian threats. Some vessels are reportedly traveling farther from Iran or moving during nighttime hours, while Saudi Arabia has increased its reliance on overland pipeline capacity.

The former senior IDF officer argued that the changing situation is gradually shifting economic pressure toward Tehran, as neighboring Gulf states find alternative ways to move energy supplies while Iran faces greater difficulty sustaining its own exports.

Aminach said the development could significantly alter the economic balance if it continues, particularly because Iran remains heavily dependent on energy revenues.

He also argued that Washington should combine economic and military pressure with political support for Iranians seeking change inside the country. That proposal reflects Aminach’s assessment rather than an announced U.S. policy.

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