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Oil shipments from the Gulf states are continuing to increase and have reached the pre-Iran Conflict levels.
Mostly True — evidence limitations
Confidence not measured.
Accuracy: Mostly True. Recent reporting supports that Gulf-state crude shipments were still rising into late September and, for Gulf/Arab producers excluding Iran, had returned to or exceeded pre-conflict levels. Kpler put September Gulf crude exports excluding Iran at 16.5 million bpd, “returning to pre-conflict levels,” and later-week data rose to 19.5 million bpd above a roughly 17 million bpd baseline. But broader Middle East measures including Iran were lower—about 92% to 98% in late-September estimates, and Reuters/Kpler’s September average was still below February.