May 23, 2026
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Iran may be able to export oil through the Caspian Sea… but should they?
In this video, I break down the actual logistics behind Iran’s possible “backup” oil route through Russia and the Caspian Sea. We’ll look at pipelines, railroads, tanker capacity, ports, canals, and why moving oil is a lot more complicated than just putting it on a ship and hoping for the best.
We’ll also talk about:
• Iran’s Caspian Sea ports
• Rail infrastructure in the region
• The Volga-Don Canal
• Russian tanker limitations
• Why Russia probably doesn’t even want the oil
• The economics of a 12,000-mile detour to China
• And why logistics always wins in the end
This is one of those stories where geography, infrastructure, and engineering matter more than politics.
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