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Hormuz passage remains fragile Transit activity through the Strait of Hormuz showed a modest day on day increase on 11 June, with six crossings recorded across the monitored zone. Traffic remained concentrated in non commercial movements, with commercial activity limited to a ballast oil tanker. Most vessels continued to follow the Iranian route, suggesting passage remains under tightly controlled conditions. At the same time, the security picture deteriorated further following an IMO verified attack on Jalveer and the addition of two earlier incidents to the record. The result is an operating environment that remains highly fragile. Diplomatic signals are equally mixed, with Washington and Tehran offering conflicting assessments of negotiations, leaving uncertainty over both the Strait’s security outlook and the prospects for a lasting agreement. Stay ahead of the market with #Kpler Insight:
Kpler25,748 görüntüleme • 1 gün önce
Hormuz traffic remains constrained Strait of Hormuz transit activity remained constrained over 5 to 7 June, with only eight monitored crossings across commercial and non-commercial traffic. The total was one below the single-day count on 4 June and 14 below the previous weekend, underscoring a break from stronger weekend permissive passage. All crossings used the Iranian Route, while only two sanctioned Iranian-flagged vessels transited, pointing to weak broader commercial participation. A recent attack on an MSC containership has reinforced the fragile operating picture in the area. Against a more volatile diplomatic backdrop, the Strait is likely to remain open only under narrow, tightly managed conditions, and moving further away from stabilising or increasing flows. Stay ahead of the market with #Kpler Insight:
Kpler83,341 görüntüleme • 4 gün önce
Strait of Hormuz | Vessel Crossings Confirmed Strait of Hormuz transits rose to 10 on 20 May from four the previous day, while the IRGC Navy stated that 26 vessels were underway following coordination and approval procedures with Iranian authorities. Most movements involved commercial west to east traffic, with no new Iranian export loadings observed. Although activity remained broadly low risk, it included two sanctioned vessels and one shadow vessel, while opaque routing patterns picked up d/d. Reports suggest Tehran is preparing a permit based transit framework to present in negotiations, potentially involving vessel vetting, state coordination and safe passage fees. The emerging structure points to a more formalised IRGC managed clearance regime. Mobility is improving incrementally, but access remains conditional, politically controlled and exposed to rapid disruption.
Kpler55,919 görüntüleme • 22 gün önce
Strait of Hormuz | Vessel Crossings Update Confirmed SOH crossings across the monitored zone fell to just two on 25 May, extending a pattern of higher weekend passages followed by weaker weekday activity. Both vessels used the Iranian Route, while no new physical attacks have been recorded since 10 May and signal interference continues. The low count suggests traffic remains narrow, route-dependent, and shaped by Iranian clearance practices. Negotiations between the US and Iran remain the key variable, with access likely to stay selective until a clearer framework for navigation is agreed. Stay ahead of the market with #Kpler Insight:
Kpler40,915 görüntüleme • 17 gün önce
Hormuz vessel traffic snapshot Strait of Hormuz activity remains in focus as regional dynamics evolve. Our latest snapshot highlights vessel crossings by commodity including liquids, dry bulk, LNG, and LPG across key transit routes. Note: Crossing data is accurate as of 09:00 UTC, 22 April. Figures may be updated as additional data is backfilled throughout the day. Stay ahead of the market with #Kpler Insight:
Kpler112,891 görüntüleme • 1 ay önce
Hormuz traffic remains constrained Confirmed Strait of Hormuz crossings held at 10 over the weekend, remaining lower than the previous weekend and reflecting a more restricted operating environment. Most activity involved low risk, non commercial vessels, with only limited commercial participation and a small presence of shadow or sanctioned fleet movements. All observed crossings used the Iranian Route, extending the streak to seven consecutive days without a return to IMO designated routing.While no new #vessel attacks have been recorded since 26 May, transit conditions remain fragile and signal interference lingers. Ongoing negotiations covering sanctions, nuclear commitments, ceasefire arrangements and navigation rights continue to influence market sentiment. For shipping markets, constrained routing patterns indicate that operational risk remains elevated despite the recent pause in physical incidents. Stay ahead of the market with #Kpler Insight:
Kpler26,567 görüntüleme • 11 gün önce
When GPS lies, ships stop moving. GNSS spoofing, the deliberate manipulation of satellite navigation signals, has been confirmed in the Gulf. Ships can’t trust where they are, so many are choosing not to go at all. The result: a sharp drop in vessel traffic through the Strait of Hormuz, a chokepoint that carries ~20% of global oil flows. This isn’t just a navigation problem. When ships hesitate in a corridor this critical, supply chains feel it and so do energy prices. Kpler data doesn’t just show you the headlines. It shows you what’s happening before the headlines catch up.
Kpler182,789 görüntüleme • 3 ay önce
Hormuz GPS disruption continues GPS interference in and around the Strait of Hormuz has continued to rise since the crisis began, suggesting a persistent and geographically dispersed campaign of electronic disruption. This interference is triggering false AIS positioning, causing ships to appear in locations where they are not. For operators and analysts, that means greater uncertainty around vessel tracking, maritime safety and the reliability of situational awareness in one of the world’s most strategically significant waterways.
Kpler82,010 görüntüleme • 2 ay önce
Strait of Hormuz | Daily Vessel Crossings: Kpler’s Risk & Compliance tracker provides daily monitoring of vessel activity through one of the world’s most strategic maritime routes. Across 22–23 April, traffic remained low at 17 crossings of both commercial and non-commercial vessels, well below pre-crisis levels. Ongoing monitoring provides critical insight into supply flows and potential disruption risks. Stay ahead of the market with #Kpler Insight:
Kpler44,111 görüntüleme • 1 ay önce
Strait of Hormuz | Daily Vessel Crossings As of 30 April, Hormuz crossings halved d/d to seven transits, split between four commercial and three non-commercial movements, with direction broadly balanced at four west-to-east versus three east-to-west. Only two laden west-to-east crossings were recorded, under Pakistani and Comoros flags carrying CPP and dry bulk, while higher-risk tonnage remained limited with just three shadow or sanctioned vessels observed and the rest assessed low-risk. No new physical attacks have been recorded since 22 April as the ceasefire holds, and with permissive passages continuing, most vessels are still using the IMO-regulated traffic separation scheme to reduce collision risk. Stay ahead of market-moving risks with #Kpler’s Risk & Compliance tracker.
Kpler21,597 görüntüleme • 1 ay önce
Strait of Hormuz traffic remains tightly constrained As of 28 April, 7 vessel crossings were recorded (+1 d/d), still at depressed levels. Activity remains selective, led by shadow fleet tonnage, with just 2 low-risk vessels and mostly west–east commercial flows. No new physical attacks since 22 April, but mine risk and active enforcement continue to limit transit confidence. Owners face a dual risk: navigational hazards and sanctions exposure. Mobility remains cautious, with no clear recovery in flows. Stay ahead of market-moving risks with Kpler’s Risk & Compliance tracker:
Kpler21,958 görüntüleme • 1 ay önce
The UAE has announced it will leave #OPEC and OPEC+ effective May 1, marking a notable shift in its long term energy strategy. Amena Bakr , Head of Middle East Energy and OPEC+ at Kpler, provides analysis on the drivers behind the decision and its broader implications for #oil markets. Stay ahead of the market with #Kpler Insight:
Kpler17,037 görüntüleme • 1 ay önce
Jet fuel crunch deepens The global aviation fuel market is undergoing a sharp repricing as Middle East disruptions constrain supply chains and remove key balancing flows. Europe remains temporarily cushioned but faces a more difficult outlook as stocks decline and import dependence, particularly in the UK, heightens exposure. In Asia, indirect shocks are proving more immediate, with refinery run cuts, Chinese export curbs and limited hedging accelerating demand destruction. Airlines are responding through fuel surcharges and route rationalisation, signalling a broader adjustment in aviation demand as costs rise and supply remains uncertain. SAF demand in Europe is expected to remain subdued in the near term, with blending likely deferred to H2. Continued volatility in underlying markets, alongside elevated feedstock and #freight costs, is expected to keep premiums supported while limiting a meaningful recovery in demand. Stay ahead of the market with #Kpler Insight:
Kpler14,608 görüntüleme • 2 ay önce
OPEC strategy, investment concerns Speaking with Amena Bakr, UAE Energy Minister Suhail Al Mazrouei explains OPEC’s move to increase its production ceiling without boosting supply, emphasising a data-led effort to maintain market stability. He raises concern over dwindling global investment in energy infrastructure, warning that annual natural declines of up to 6 million barrels threaten future supply. Al Mazrouei also notes that recent price shifts reflect fundamentals rather than geopolitical shocks, urging analysts to maintain focus on core market drivers. #kpler #opec
Kpler20,918 görüntüleme • 11 ay önce
Oversupply sinks European coal prices Firat Ergene, Lead Insight Analyst, examines the recent sharp decline in European #coal prices. With supply outstripping demand, Colombian exporters are squeezed as Russian coal continues to flow at discounted rates into the seaborne coal market. Prices now sit below production costs, increasing the financial burden on coal producers. Stay ahead of the market with #Kpler Insight:
Kpler12,144 görüntüleme • 8 ay önce
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