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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