Skip to content
You can now search across every topic, entity and event.What's new
European Oil Markets
18JUN

Iran lifts record blackout, 2,093 hours

4 min read
12:45UTC

Iran's president ordered the internet restored after 2,093 hours, the longest national shutdown on record, but NetBlocks confirmed only a partial reopening with filtering still live.

EconomicDeveloping
Key takeaway

Pezeshkian could flip the public internet on but not touch the IRGC hardware that filters it.

President Masoud Pezeshkian ordered Iran's internet blackout lifted on Monday 25 May 2026, and NetBlocks, the connectivity monitor, confirmed partial restoration on Tuesday 26 May after 2,093 hours, the longest nationwide shutdown in modern record 1. The blackout had run from 28 February, the first day of the conflict, sealing a population off from the very negotiations its own foreign ministry was conducting abroad and costing more than $1 billion cumulatively . For ordinary Iranians the order opens the first uncensored window onto the war in nearly three months.

WhatsApp still needs circumvention tools and the filtering layer stays active, running on Chinese deep-packet-inspection hardware that lets the security state switch access on and off region by region . Pezeshkian does not hold that switch alone. He can turn the public internet back on; he cannot dismantle the plumbing underneath it.

Pezeshkian's writ runs through the presidency and the foreign ministry, while the IRGC's budget and command run through the Supreme Leader's office, not parliament. That divide is why a presidential order could restore service yet leave the censorship architecture intact. The same days that Pezeshkian asserted authority over the network, Ali Shamkhani, a voice for the security council, was publicly calling the deal his foreign minister is negotiating a fantasy. The counter-reading treats the restoration as a negotiating optic aimed at Washington and at a restive public, reversible the moment the security state chooses.

A reconnected population can now read the talks its government is running, which narrows the government's monopoly on what Iranians know about their own war.

Deep Analysis

In plain English

Since the 2026 Iran war began on 28 February, Iran's government shut down the internet for virtually all ordinary Iranians. Think of it as cutting off mobile and home broadband for 90 million people for nearly three months. The stated reason was to prevent coordination of protests and to stop sensitive military information leaking online. On 25 May, Iran's elected president, Masoud Pezeshkian, ordered the internet switched back on. By 26 May, an independent monitoring organisation called NetBlocks confirmed partial restoration. But 'partial' matters: WhatsApp and similar apps still do not work without a special workaround. The reason is that China supplied Iran with powerful filtering technology that sits deep inside the network. The president can turn the public switch on, but he does not control the filtering layer underneath, which the IRGC manages. So the internet came back, but in the same censored form Iran's citizens are used to, plus some additional blocks left in place from the war.

Deep Analysis
Root Causes

Iran's ability to conduct a 2,093-hour national internet blackout rests on a procurement decision made over several years before the 2026 conflict began.

Iran imported Chinese DPI hardware, specifically Huawei-grade systems capable of reading and blocking encrypted traffic at the network layer, through a programme disclosed publicly by Mohammad Sarafraz, a member of the Supreme Council of Cyberspace, on 23 May 2026. That council sits above the presidency in Iran's constitutional order; it reports to the Supreme Leader, not the cabinet.

The second structural cause is the tiered-access system the Supreme National Security Council built on top of the DPI layer: a 'white internet' for senior officials and select journalists, 'Internet Pro' at 40,000 tomans per gigabyte for licensed professionals, and commercial-VPN access at twelve times that rate for the general public.

This pricing architecture means restoring the public tier does not affect the security tier; the IRGC's command communications and Khamenei's office were never in the same network tier as ordinary Iranians.

What could happen next?
  • Consequence

    Pezeshkian's order demonstrates civilian authority over the nominal public internet switch but does not touch the IRGC-controlled DPI layer, drawing a visible boundary between presidential and security-state power inside Iran's wartime structure.

    Immediate · Assessed
  • Risk

    The IRGC retains the technical capacity to reverse the partial restoration at regional level without a cabinet order; the diplomatic utility of the gesture to Washington may be extracted before the underlying power contest resolves.

    Short term · Assessed
  • Precedent

    A restored Iranian population can now read coverage of the Doha negotiations their own government is conducting, narrowing the 87-day information monopoly the security state held over domestic public opinion about the war.

    Medium term · Suggested
First Reported In

Update #109 · War Powers clock outlasts Congress by a day

Hasht-e Subh· 27 May 2026
Read original
Different Perspectives
Gulf oil producer
Gulf oil producer
Secured OPEC's confirmed 188,000 b/d September increment with the next meeting set for 6 September, but the Secretariat's own 2 August release says nothing about the fourth quarter. Output guidance beyond September remains undisclosed even as delegate sourcing keeps filling that gap.
Money manager positioned in WTI
Money manager positioned in WTI
Added 21,402 lots to a 108,307 net long in NYMEX WTI in the week to 28 July, against just 1,485 added to Brent's 15,740, a roughly fourteen-to-one split. Conviction sits in the American benchmark even as the European diesel story sets the record.
Indian refiner buying Urals
Indian refiner buying Urals
Bought Russian crude at a discount that narrowed to $1-2 a barrel in the week to 29 July from over $10, as Hormuz risk pushed it toward Urals. If that risk eases with the strike now called off, the discount it is currently enjoying could re-widen just as fast.
Russian diesel exporter
Russian diesel exporter
Novak tied any lifting of the diesel export ban, due to lapse 31 July, to an unspecified market recovery with no date, and pushed the gasoline ban to end-2026. An open-ended constraint suits an exporter benefiting from the record European crack it feeds.
War-risk underwriter
War-risk underwriter
Withdrew war-risk cover for Saudi-linked hulls on 24 July and has not reinstated it, holding Bab el-Mandeb tanker transits near 7.5 a day. A cancelled strike does not by itself trigger the committee review needed to re-accept the class.
Northwest European refiner
Northwest European refiner
Sources only 17% of diesel imports from Saudi Red Sea ports against the Mediterranean's 24%, so the ARA crack at $85.86 trails the Med print by $5.81. Lower Red Sea exposure is cushioning it against the rerouting cost, not eliminating it.