Pre-war baseline (Feb 2026 estimates from Central Bank, IMF, and tanker data) Iran Government budget is $106 billion annual ($8-9 billion/month total revenue needed). Oil share was 25-40% (or ~1/3 overall) ~$1.7-2.5 billion/month net oil income (after heavy discounts to China). Non-oil exports are ~$4.5 billion/month (petrochemicals ~25-30%, pistachios/saffron/ag ~small slice, natural gas/metals rest). ... Read more