Iran appears to defy pressure from Donald Trump as analysts say its oil output can survive even a full-scale Strait of Hormuz blockade. Despite U.S. efforts to choke exports, Tehran could sustain up to 2 million barrels per day by diverting crude to domestic refining and storage. Shipping trackers challenge claims of an imminent collapse, calling Washington’s strategy ineffective. Meanwhile, tensions surge after a reported strike on oil infrastructure in Fujairah, raising fears that U.S. allies may bear the brunt of escalating energy warfare in the Gulf.