Iran's own oil consumption dilema

The figure below is one from an article on goldseek.com (click on entry title) that addresses subprime mortgages but tosses in a very interesting discussion of the oil situation in Iran. Many wonder why Iran is rationing fuel when they are one of the biggest producers of oil in the world at around 4 billion barrels a day. The fact is that the Iranian government subsidizes gas prices such that a gallon of gas only costs around 43 cents. The graphic below illustrates that Iran spends a whopping 38% of their state budget on these subsides. As population increases and oil prices increase that percentage will grow. Their oil production may decline because of the very poor investment environment there. The end result is that Iran is in grave economic danger despite the seeming plenty of their oil resources. The world should be concerned because we are counting on increased oil exports in the future rather than decreased.