The New York Times estimates that during the Iran War (April to September 2026), U.S. oil companies profited over $130 billion, while American consumers paid an additional $150 billion for gasoline and diesel, averaging over $1,150 per household. This estimate is based on the performance of 51 large U.S. oil and gas companies. The analysis indicates that crude oil producers benefited from high oil prices, while refiners earned high profits due to tight supplies of fuels like diesel. Factors such as damage to Middle Eastern and Russian refineries, disruptions to shipping in the Strait of Hormuz, and sanctions exacerbated the supply shortages.