Iran Budget Planners Float $130 Oil Scenario as Tanker Backlog Persists

Iranian media report that the Plan and Budget Organization may include a $130/bbl oil price scenario in the FY2027 budget, signaling Tehran's expectation of sustained supply disruption. At least 50 tankers remain stuck in the Gulf, indicating ongoing shipping constraints. The $130 figure is likely a planning assumption rather than a firm baseline, but it reflects Iranian confidence in continued market tightness.

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