Strait of Hormuz traffic plunges as Iran, US blockades restrict energy shipments
A total of 89 vessels exited the strait while 103 entered over the seven-day period, the report, based on Automatic Identification System (AIS) data, showed
Assessment
Commercial shipping through the Strait of Hormuz has dropped sharply, with fewer than 200 vessels passing through in a week. Both Iranian and US naval activities are physically constricting one of the world's most critical energy chokepoints. The next data point to watch is whether this decline persists, because sustained disruption here directly affects global oil prices and supply chains. If the trend holds, insurance rates for transit will spike and alternative routes will become more expensive.