Iranian Petroleum Minister says the country maintained crude production and exports throughout the 40-day war despite attacks on energy infrastructure and severe logistical disruptions, Press TV reports

The historical pattern is that such official continuity claims are discounted by the market unless corroborated by independent evidence, chiefly tanker-tracking data, loadings at export terminals, and refinery runs reported by secondary sources that agencies use for their own estimates. The channel that matters for crude pricing is not the statement itself but whether physical barrels actually moved: sustained exports through a disruption episode cap any war premium built into front-month spreads, while a later revelation of drawdowns or deferred cargoes shows up in timespreads and freight rates before it appears in official figures. Given the source is state-affiliated media, the more informative follow-ons are vessel-tracking estimates of floating storage and sanctioned-flow volumes, any shift in official selling prices to Asian buyers, and whether the claims are echoed or contradicted by shipping insurers and port data. The distinction worth drawing is between production continuity and export continuity, since output can be maintained into storage even when logistics fail, and only the latter is directly bearish for prompt balances.