Many experts had expected oil shipments to decline by about 1 million barrels by year’s end. Now some of them say that fall may have already happened. Iran hasn’t yet announced its exports this month or its forecast for next month. The developments reflect in part a reluctance of tanker companies to ship Iranian oil. The Trump administration said it would soon restore sanctions against Iran. The WSJ’s Gerald F. Seib looks at a possible reason behind the policy change. Photo: Getty Oil companies have until Nov. 4 to adjust to a U.S. ban on buying Iranian oil following President Trump’s decision in May to pull out of the nuclear agreement with Tehran. The Europe Union, China and other countries have vowed to resist the unilateral U.S. sanctions and are trying to find […]