# Iran's Oil Lifeline Cut Off As War Accelerates

Page: https://stenobird.com/podcast/good-revenue-6621493/iran-s-oil-lifeline-cut-off-as-war-accelerates
Text version: https://stenobird.com/podcast/good-revenue-6621493/iran-s-oil-lifeline-cut-off-as-war-accelerates.md
Podcast: [Good Revenue News](https://stenobird.com/podcast/good-revenue-6621493)
Published: 2026-07-07T23:55:00+00:00
Episode link: https://shows.acast.com/good-revenue/episodes/irans-oil-lifeline-just-got-cut-off
Audio file: https://sphinx.acast.com/p/open/s/64c1fb4a8e16bd00116ffd75/e/6a4d8e3ead78abcff1e888f9/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/good-revenue-6621493/episodes/iran-s-oil-lifeline-cut-off-as-war-accelerates
Duration seconds: 361

## Resource

The Iran deal just collapsed — and the US Treasury revoking its oil waiver is only the surface of it. The deeper problem is that the memorandum never actually resolved anything: not the missile attacks on tankers in the Strait of Hormuz, not Israel's concerns, not the core issues driving the war. If a deal can't hold together this quickly, the question is whether any stable resolution is even possible. CHAPTERS 00:00 Iran Deal Collapses 00:16 Tanker Attacks Escalate 00:52 Hormuz Three Routes 01:35 Iran's Yuan Oil Workaround 02:44 China Cuts Oil Imports 03:37 Peak Oil Arrives Early 04:02 OPEC Floods Supply 04:37 Oil Prices Spike Today 04:58 Deal Was Never Stable     IF YOU LIKED THIS, WATCH: → Iran War Costs $300 Billion MORE Plus Energy & Weapons Stockpiles: https://youtu.be/ik2Uy9kFcz4 → UAE Exits OPEC Gas Prices Get Worse Before They Get Better: https://youtu.be/SAJUfTa30sA → Massive Economic Damage From Iran War Already Locked In?: https://youtu.be/ubugH-A1XBY → Iran Can't Win Militarily So It's Breaking the Economy Instead: https://youtu.be/nNnwhN9TleU   SOURCES & FURTHER READING   US Sanctions and the Iran Oil Waiver • US Treasury OFAC Revokes Iranian Oil Sales Waiver: https://ofac.treasury.gov/recent-actions/20260707 • Full Text: OFAC Iran Oil Waiver Revocation Order: https://ofac.treasury.gov/media/936446/download?inline   China's Oil Demand and the Iran War • Chinese Oil Imports May Never Fully Recover From the Iran War: https://www.bloomberg.com/news/articles/2026-06-22/chinese-oil-imports-may-never-fully-recover-from-the-iran-war • IEA June 2026 Oil Market Report: Global Demand Outlook: https://www.iea.org/reports/oil-market-report-june-2026 • Only China Is Buying Iranian Oil as Other Nations Stay Away: https://www.bloomberg.c…

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