• Iran's gas production capacity has been cut by about 230 million cubic meters per day due to U.S.-allied strikes since late February.
  • Officials expect to restore roughly 100 million cubic meters per day in the coming months, leaving a significant shortfall.
  • The disruption exacerbates Iran's domestic energy crisis and could impact regional gas markets.

Iran’s government spokesperson confirmed Thursday that the country has lost approximately 230 million cubic meters per day of its natural gas production capacity as a result of the ongoing war with the United States. The figure, which accounts for over a third of Iran’s total output of roughly 650 million cubic meters per day, underscores the severe toll the conflict has taken on the nation’s energy infrastructure.

“We have lost about 230 million cubic meters of our gas production capacity because of the war with the U.S.,” the spokesperson said in a televised briefing. He added that authorities are working to restore roughly 100 million cubic meters per day in the coming months, but provided no timeline for full recovery.

The losses stem from a series of strikes by U.S. and allied forces targeting key gas processing facilities and pipelines, particularly in the South Pars region. The disruption has worsened an already delicate energy balance, with domestic demand straining supplies and power plants facing fuel shortages.

Iran’s gas sector has long been hampered by sanctions and underinvestment, but the recent military actions have dealt a direct blow to production capacity. According to people familiar with the matter, repair crews are assessing damage at multiple sites, but security concerns and a lack of spare parts are slowing progress.

The reduced output is already causing ripple effects across the economy. Industrial users report curtailments, and households in some areas face intermittent supply. The government may be forced to increase imports or ration fuel, potentially driving up costs and inflation.

Globally, the drop in Iranian gas supply could tighten regional markets, though most of Iran’s output is consumed domestically. Still, any reduction in exports—even limited amounts via pipeline to neighbors—could add upward pressure on LNG prices, analysts say.

The spokesperson dismissed suggestions that Tehran had underestimated the risk to its energy assets, saying the country remains committed to restoring capacity. He also criticized the U.S. for what he called “economic warfare,” vowing that Iran would rebuild.

Attempts to reach the U.S. Defense Department for comment were not immediately successful.

(Updates throughout with restoration plans.)