How China Keeps Iran's Oil Industry Afloat

中国如何使伊朗石油业浮出水面

The Journal.

2026-04-23

18 分钟
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Get your tickets to our L.A. live show here!In the first Trump administration, the U.S. launched a “maximum pressure” campaign to cut Iranian oil from the global market and eliminate Tehran’s biggest source of revenue. Today, Iran sells billions of dollars’ worth of oil every month via a shadow fleet of ships that have been passing through the Strait of Hormuz. WSJ’s Rory Jones takes us inside Iran’s underground network for shipping, processing and selling oil in China. Ryan Knutson hosts. Further Listening: - How Iran's Regime Changed... for the Worse - The Strait of Hormuz Showdown - In Iran, an Uneasy Calm Amid a Cease-Fire Sign up for WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Iran's oil industry has been under harsh sanctions for nearly a decade,

  • and the U.S. Imposes penalties on any countries that buy it.

  • And yet Iran has found a way to keep selling its oil, primarily through a massive underground network.

  • The so-called shadow fleet of ships.

  • Tankers designed specifically to evade monitoring and sanctions.

  • Well, for Iran, this network has become a critical tool to keep its oil revenues flowing.

  • After the U.S.

  • And Israel attacked Iran, Iran closed the Strait of Hormuz,

  • preventing other Middle Eastern countries from exporting their oil.

  • But Iran has continued allowing this ghost fleet safe passage.

  • How important is this for the Iranian regime in its survival?

  • I do n't think that Iran could have fought this war necessarily without the billions and billions of dollars

  • it 's received, equivalent of dollars it 's received from these oil sales over the years.

  • So this is a significant chunk of cash for Iran annually, and it's a vital lifeline for the country.

  • That is, until last week.

  • After peace talks collapsed, Trump announced a naval blockade on Iran's Gulf ports

  • in an attempt to shut down its ghost fleet.

  • Colleague Rory Jones covers how money flows around the world and how the blockade is impacting this underground network.

  • Iran and countries like Russia and Venezuela that have been sanctioned,

  • they 've used this shadow fleet of tankers to move sanctioned oil around the world.