{"id":339269,"date":"2025-11-12T14:34:33","date_gmt":"2025-11-12T13:34:33","guid":{"rendered":"https:\/\/www.ncr-iran.org\/en\/?p=339269"},"modified":"2025-11-12T14:34:33","modified_gmt":"2025-11-12T13:34:33","slug":"iran-enters-the-ration-economy-as-food-fuel-and-medicine-slip-beyond-reach","status":"publish","type":"post","link":"https:\/\/www.ncr-iran.org\/en\/news\/economy\/iran-enters-the-ration-economy-as-food-fuel-and-medicine-slip-beyond-reach\/","title":{"rendered":"Iran Enters the Ration Economy as Food, Fuel and Medicine Slip Beyond Reach"},"content":{"rendered":"<figure id=\"attachment_339270\" aria-describedby=\"caption-attachment-339270\" style=\"width: 1000px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"size-full wp-image-339270\" src=\"https:\/\/www.ncr-iran.org\/en\/wp-content\/uploads\/2025\/11\/iran-billboard-in-tehran.jpg\" alt=\"Pedestrians pass a giant banknote-style billboard showcasing state propaganda in central Tehran\" width=\"1000\" height=\"566\" srcset=\"https:\/\/www.ncr-iran.org\/en\/wp-content\/uploads\/2025\/11\/iran-billboard-in-tehran.jpg 1000w, https:\/\/www.ncr-iran.org\/en\/wp-content\/uploads\/2025\/11\/iran-billboard-in-tehran-300x170.jpg 300w, https:\/\/www.ncr-iran.org\/en\/wp-content\/uploads\/2025\/11\/iran-billboard-in-tehran-768x435.jpg 768w, https:\/\/www.ncr-iran.org\/en\/wp-content\/uploads\/2025\/11\/iran-billboard-in-tehran-742x420.jpg 742w, https:\/\/www.ncr-iran.org\/en\/wp-content\/uploads\/2025\/11\/iran-billboard-in-tehran-150x85.jpg 150w, https:\/\/www.ncr-iran.org\/en\/wp-content\/uploads\/2025\/11\/iran-billboard-in-tehran-696x394.jpg 696w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><figcaption id=\"caption-attachment-339270\" class=\"wp-caption-text\">Pedestrians pass a giant banknote-style billboard showcasing state propaganda in central Tehran<\/figcaption><\/figure>\n<p style=\"text-align: justify;\" data-start=\"80\" data-end=\"96\"><em><strong>Four-minute read<\/strong><\/em><\/p>\n<p style=\"text-align: justify;\" data-start=\"98\" data-end=\"779\">By mid-November 2025, a cluster of new, regime-sourced data points shows Iran crossing from chronic inflation into administered scarcity\u2014a ration logic that now governs food, fuel, and medicine. The Oil Minister refused to deny a fresh gasoline hike, dairy prices have jumped 30\u201350% in a month, patients\u2019 out-of-pocket payments for drugs have surged toward 70%, and state-aligned economists warn of outright hunger. Even insider polling leaked this week says dissatisfaction sits near 92%. These warnings and \u201creviews\u201d are becoming louder as state media and officials sound the alarm to preserve the system as purchasing power collapses.<\/p>\n<h2 style=\"text-align: justify;\" data-start=\"781\" data-end=\"817\">Food First: A Nutrition Recession<\/h2>\n<p style=\"text-align: justify;\" data-start=\"819\" data-end=\"1260\">A basic input has snapped: <a href=\"https:\/\/eghtesaad24.ir\/fa\/news\/337434\" target=\"_blank\" rel=\"noopener\"><em data-start=\"846\" data-end=\"857\">Eqtesad24<\/em> reports<\/a> raw milk rose about 30% in a month to ~30,000 tomans\/kg, roughly 7,000 above the state\u2019s own administered price. Final retail prices for yogurt and cheese are up 30\u201350%, widening the gap between official rhetoric and checkout reality. In a country where dairy long anchored cheap protein and calcium, this is not a marginal tweak\u2014it\u2019s the start of a nutrition recession.<\/p>\n<p style=\"text-align: justify;\" data-start=\"1262\" data-end=\"1784\">Economists close to the system are now saying the quiet part out loud. <a href=\"https:\/\/www.khabaronline.ir\/news\/2140374\/\" target=\"_blank\" rel=\"noopener\">Hossein Raghfar told <em data-start=\"1358\" data-end=\"1372\">Khabaronline<\/em><\/a> on November 11, 2025, that ~10% of Iranians (\u22487 million) face hunger\/sustained under-calorie intake and\u00a0warned that absolute poverty could extend to ~40% if current policy continues. Market signals echo him: the head of the Livestock Supply Council, <a href=\"https:\/\/www.khabaronline.ir\/news\/2141328\" target=\"_blank\" rel=\"noopener\">Mansour Pourian, says<\/a> even frozen imported beef has leapt to 600\u2013700 thousand tomans\/kg, pricing out a \u201clarge part\u201d of households.<\/p>\n<p style=\"text-align: justify;\" data-start=\"1786\" data-end=\"2096\">The poverty line itself has sprinted ahead. A World Bank readout in November 2025 puts the monthly poverty threshold for a family of four at ~73 million tomans, while Iran\u2019s legal minimum wage remains near 10 million. The arithmetic is unforgiving\u2014and it\u2019s showing up first at the dinner table.<\/p>\n<blockquote class=\"twitter-tweet\" data-width=\"550\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\"><a href=\"https:\/\/twitter.com\/hashtag\/Iran?src=hash&amp;ref_src=twsrc%5Etfw\">#Iran<\/a>\u2019s Economic Unraveling Deepens as Currency Falls and Scandals Multiply <a href=\"https:\/\/t.co\/BD3sOuHtHL\">https:\/\/t.co\/BD3sOuHtHL<\/a><\/p>\n<p>&mdash; NCRI-FAC (@iran_policy) <a href=\"https:\/\/twitter.com\/iran_policy\/status\/1988307641698054154?ref_src=twsrc%5Etfw\">November 11, 2025<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<h2 style=\"text-align: justify;\" data-start=\"2098\" data-end=\"2125\">The Medicine Copay Shock<\/h2>\n<p style=\"text-align: justify;\" data-start=\"2127\" data-end=\"2608\">Health costs are behaving like food costs. With the \u201cDaroyar\u201d policy and the removal of preferential FX, state and semi-official outlets now concede that patients\u2019 share of drug and medical costs has jumped <a href=\"https:\/\/www.sharghdaily.com\/%D8%A8%D8%AE%D8%B4-%D8%B1%D9%88%D8%B2%D9%86%D8%A7%D9%85%D9%87-100\/1065523-%D8%A7%D9%81%D8%B2%D8%A7%DB%8C%D8%B4-%D8%AF%D8%B1%D8%B5%D8%AF%DB%8C-%D9%82%DB%8C%D9%85%D8%AA-%D8%AA%D8%AC%D9%87%DB%8C%D8%B2%D8%A7%D8%AA-%D9%BE%D8%B2%D8%B4%DA%A9%DB%8C-%D8%AF%D8%B1%D9%85%D8%A7%D9%86\" target=\"_blank\" rel=\"noopener\">from ~42% to roughly 70%<\/a>. That shift\u2014documented by state media\u2014doesn\u2019t just inflate a budget line; it rations access. Pharmacies and hospitals report supply gaps as importers\u2019 working capital needs balloon, while insurers and the welfare state lag on payments.<\/p>\n<p style=\"text-align: justify;\" data-start=\"2610\" data-end=\"2985\">Parliamentarians have begun to ask where the FX savings actually went. In open session, MPs demanded to know why insurers haven\u2019t backfilled the price differential\u2014without answers. On the ground, the impact is brutal: chronic and special-disease patients either delay care, substitute inferior therapies, or exit treatment altogether. Austerity has moved from ledger to life.<\/p>\n<p style=\"text-align: justify;\" data-start=\"2987\" data-end=\"3248\">The logic is circular and self-defeating. FX liberalization without credible compensation for insurers and providers converts a subsidy reform into a care tax on the sickest. The result is a public-health downgrade that compounds long-run productivity loss.<\/p>\n<blockquote class=\"twitter-tweet\" data-width=\"550\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\"><a href=\"https:\/\/twitter.com\/hashtag\/Iran?src=hash&amp;ref_src=twsrc%5Etfw\">#Iran<\/a> Elites Warn of Unrest as Fuel Hikes and FX Reset Ignite Infighting <a href=\"https:\/\/t.co\/UNktmnSmzy\">https:\/\/t.co\/UNktmnSmzy<\/a><\/p>\n<p>&mdash; NCRI-FAC (@iran_policy) <a href=\"https:\/\/twitter.com\/iran_policy\/status\/1987867045573341581?ref_src=twsrc%5Etfw\">November 10, 2025<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<h2 style=\"text-align: justify;\" data-start=\"3250\" data-end=\"3301\">Fuel: From Subsidy Politics to Scarcity Politics<\/h2>\n<p style=\"text-align: justify;\" data-start=\"3303\" data-end=\"3896\">On November 10, 2025, Oil Minister <a href=\"https:\/\/fararu.com\/fa\/news\/922206\" target=\"_blank\" rel=\"noopener\">Javad Owji declined<\/a> to deny a new fuel-price package, saying changes to quotas and prices are under \u201cexpert review\u201d across government\u2014not just at the ministry. Hours of televised hedging functioned as confirmation that another rise is on the table. In parallel, lawmaker Hossein Samsami told state TV the pump price would move toward 5,000 tomans\/liter in a three-tier system, adding that government \u201cpays nothing\u201d for fuel production and that total costs are below 2,000 tomans\u2014a framing that prepares the public for a sharp step-up.<\/p>\n<p style=\"text-align: justify;\" data-start=\"3898\" data-end=\"4389\">The policy debate sits atop a physical deficit. Industry figures report daily gasoline smuggling around <a href=\"https:\/\/farsnews.ir\/MORTEZA\/1760536998867651774\" target=\"_blank\" rel=\"noopener\">20 million liters<\/a>, a number strikingly close to the country\u2019s daily shortage. Meanwhile, CNG consumption has fallen sharply, pushing demand back onto gasoline and intensifying queues and scarcity. For households, fuel scarcity doesn\u2019t stop at the pump; it cascades through freight, fresh food logistics, and services, lifting the general price level just as incomes collapse.<\/p>\n<p style=\"text-align: justify;\" data-start=\"4391\" data-end=\"4655\">The pattern is now familiar. Instead of structural fixes\u2014metering loss, closing arbitrage, rebuilding CNG incentives\u2014the state reaches for rationing by price and quota, then blames the consumer. It is scarcity politics, and it leaks into every basket of goods.<\/p>\n<blockquote class=\"twitter-tweet\" data-width=\"550\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\"><a href=\"https:\/\/twitter.com\/hashtag\/Iran?src=hash&amp;ref_src=twsrc%5Etfw\">#Iran<\/a>&#39;s Regime Faces Mounting Economic Collapse as Prices Soar and Capital Flees<a href=\"https:\/\/t.co\/OSkEArdkCW\">https:\/\/t.co\/OSkEArdkCW<\/a><\/p>\n<p>&mdash; NCRI-FAC (@iran_policy) <a href=\"https:\/\/twitter.com\/iran_policy\/status\/1987574582170222822?ref_src=twsrc%5Etfw\">November 9, 2025<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<h2 style=\"text-align: justify;\" data-start=\"4657\" data-end=\"4696\">Inequality Becomes a Governance Risk<\/h2>\n<p style=\"text-align: justify;\" data-start=\"4698\" data-end=\"5191\">When an insider survey (ISPA) leaked this week put public <a href=\"https:\/\/www.rouydad24.ir\/fa\/news\/435634\/\" target=\"_blank\" rel=\"noopener\">dissatisfaction near 92%,<\/a> the Presidency\u2019s social adviser Mohammad-Javad Javadi-Yeganeh did not dispute it; he posted that acknowledging discontent is the \u201cpremise of problem-solving.\u201d That is an admission, not a remedy. On the same economic canvas, <a href=\"https:\/\/www.modara.ir\/fa\/news\/367246\" target=\"_blank\" rel=\"noopener\">MP Mojtaba Yousefi blasted<\/a> six-figure monthly salaries for politically connected managers while workers, teachers, and pensioners subsist on 10\u201320 million\u2014and strike.<\/p>\n<p style=\"text-align: justify;\" data-start=\"5193\" data-end=\"5714\">Labor unrest is now broad-based: social-welfare employees protested across 20+ cities over wages and discrimination; <a href=\"https:\/\/www.ncr-iran.org\/en\/news\/iran-protests\/iran-sees-widespread-protests-across-key-sectors-over-low-pay-and-state-corruption\/\">3,000 contract gas workers<\/a> in Assaluyeh rallied for equal pay and the removal of labor contractors; hospital staff and nurses in Mashhad marched for overdue benefits and fair tariffs; pensioners gathered in Kermanshah to demand parity and decent insurance. These are not isolated complaints; they are the institutional symptoms of a household balance sheet that no longer adds up.<\/p>\n<blockquote class=\"twitter-tweet\" data-width=\"550\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\"><a href=\"https:\/\/twitter.com\/hashtag\/Iran?src=hash&amp;ref_src=twsrc%5Etfw\">#Iran<\/a>&#39;s Regime Floats Tehran Evacuation Contingency as Water Runs Out<a href=\"https:\/\/t.co\/LRTfl2An9A\">https:\/\/t.co\/LRTfl2An9A<\/a><\/p>\n<p>&mdash; NCRI-FAC (@iran_policy) <a href=\"https:\/\/twitter.com\/iran_policy\/status\/1987865991099932789?ref_src=twsrc%5Etfw\">November 10, 2025<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p style=\"text-align: justify;\" data-start=\"6879\" data-end=\"7618\">The through-line is not simply inflation; it is administered scarcity used as policy, where the state shifts cost onto households while claiming \u201cexpert review.\u201d Every official warning and leaked poll serves the same end: to manage public reaction and preserve the regime, not to shield citizens from collapse.<\/p>\n<article class=\"text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [&amp;:has([data-writing-block])&gt;*]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" tabindex=\"-1\" data-turn-id=\"39eaa4f1-00e6-4498-85b9-445602213f2c\" data-testid=\"conversation-turn-64\" data-scroll-anchor=\"true\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:--spacing(4)] thread-sm:[--thread-content-margin:--spacing(6)] thread-lg:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:40rem] thread-lg:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" tabindex=\"-1\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-1\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"383e61eb-2cd6-46d4-8e55-ce25d876c71a\" data-message-model-slug=\"gpt-5-thinking\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[1px]\">\n<div class=\"markdown prose dark:prose-invert w-full break-words light markdown-new-styling\">\n<p style=\"text-align: justify;\" data-start=\"0\" data-end=\"441\">In political-economic terms, Iran has entered a <a href=\"https:\/\/www.ncr-iran.org\/en\/news\/economy\/irans-regime-faces-mounting-economic-collapse-as-prices-soar-and-capital-flees\/\">ration economy<\/a> in which calories, care, and kilometers are allocated by price, queue, and connection; with fuel and FX shocks piling onto food and medicine inflation\u2014and trust in state capacity collapsing\u2014the system is steering into a perfect storm of cascading supply failures, a public-health setback, deeper productivity loss, and a legitimacy crisis the regime itself now signals it fears.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>Four-minute read By mid-November 2025, a cluster of new, regime-sourced data points shows Iran crossing from chronic inflation into administered scarcity&mdash;a ration logic that now governs food, fuel, and medicine. [&#8230;]<\/p>\n","protected":false},"author":8,"featured_media":339270,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[269],"class_list":{"0":"post-339269","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-economy","8":"tag-iran-economy"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Iran Enters the Ration Economy as Food, Fuel and Medicine Slip Beyond Reach - NCRI<\/title>\n<meta name=\"description\" content=\"Four-minute read By mid-November 2025, a cluster of new, regime-sourced data points shows Iran crossing from chronic inflation into administered\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ncr-iran.org\/en\/news\/economy\/iran-enters-the-ration-economy-as-food-fuel-and-medicine-slip-beyond-reach\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Iran Enters the Ration Economy as Food, Fuel and Medicine Slip Beyond Reach - 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