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Iraq exported under a third of pre-war oil levels via Hormuz in July: monitor

Iraq exported under a third of pre-war oil levels via Hormuz in July: monitor Iraq exported less than a third of its pre-war oil levels in July through the Strait of Hormuz, data from the maritime tracking firm Kpler showed on Tuesday. Before the US-Israeli war on Iran began, Iraq was exporting on average 105 million barrels per month through Hormuz, while only around 30 million barrels of Iraqi crude oil were able to pass through the waterway between 4 July and 4 August, according to vessels detected by Kpler.

Where: Iran, Iraq

Exact coordinates

iran: 32.430, 53.690
iraq: 33.220, 43.680

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What might happen next? AI-generated

These scenarios are written by an AI language model from the headline and summary above. They are not predictions from the newsroom, and they are not evidence of anything. Every one is given a deadline and checked against later coverage, and the score is published on the ledger — including the ones that miss.

  • Awaiting deadline 35% Market Stabilization through Managed Production Cuts

    The low exports are due to internal operational constraints or strategic decisions rather than immediate conflict escalation. Iraq maintains diplomatic channels with regional powers, gradually increasing export volumes as infrastructure issues are resolved or as regional security assurances are met.

    Watch for: Iraq announces a new operational agreement with a major international oil consortium. · The Iraqi Ministry of Oil issues a statement confirming a planned increase in daily export tonnage for Q4.

  • Awaiting deadline 30% Regional Conflict Spillover and Blockage

    Tensions in the wider Gulf region rapidly deteriorate, leading to heightened security risks in the Strait of Hormuz. This results in increased naval patrols, operational slowdowns for Iraqi tankers, or direct threats that force production cuts.

    Watch for: A multinational naval exercise is announced in the Strait of Hormuz involving US and GCC forces. · The Iraqi government issues a public warning regarding maritime safety risks in the waterway.

  • Awaiting deadline 20% Internal Political Stagnation and Operational Halt

    The reduced exports are a symptom of domestic political deadlock within Iraq. Government inability to secure necessary funding or manage internal security forces prevents the necessary infrastructure maintenance required for full export capacity.

    Watch for: The Iraqi Parliament passes a controversial budget that fails to address energy sector funding. · An international financial institution reports delays in disbursement of funds earmarked for Iraqi energy projects.

  • Awaiting deadline 15% Counter-Trajectory: Sudden Export Surge via Alternate Routes

    Despite the low current figures, Iraq unexpectedly accelerates efforts to diversify its shipping routes or utilizes temporary, less conventional export channels that bypass immediate Strait of Hormuz choke points.

    Watch for: A major international shipping line announces a new, dedicated tanker service route from Iraqi terminals not typically associated with Hormuz. · The Iraqi state-owned oil company publishes an announcement regarding the successful activation of 'Alternative Export Terminals'.

Generated by gemma-4-E4B-it-qat-UD-Q4_K_XL.gguf on 2026-08-04. Checked against later coverage after 2027-07-30. See how these forecasts score.

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