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Chokepoint activity diverges #MarineTraffic data showed a widening contrast in vessel movements across the Strait of Hormuz and Bab el-Mandeb. Hormuz recorded eight confirmed crossings, a 33% daily decline, with most traffic following the Iranian Unilateral Scheme. Activity through Bab el-Mandeb increased 18% to 26 confirmed crossings, including three...

46,142 просмотров • 2 месяцев назад •via X (Twitter)

Комментарии: 8

Фото профиля BarkinBoss
BarkinBoss2 месяцев назад

“Sort of open” doesn’t match a 33% daily drop in confirmed crossings. Facts matter.

Фото профиля kushal shamra
kushal shamra2 месяцев назад

This is still bearish for oil trump wany -100 ship per hour then oil might rise a dollar lol

Фото профиля TradeMajlis
TradeMajlis2 месяцев назад

8 في هرمز مقابل 26 في باب المندب. أتطلع إلى الأرقام، وهي تقول إن التجارة تبحث عن استقرار بعيداً عن ابتزاز نظام الملالي. الإمارات سبقت الجميع بالفجيرة وخط الأنابيب الشرقي. الاستمرارية تعتمد على بنية تحتية ملموسة لا على خطاب.

Фото профиля Layla Cybersec Queen
Layla Cybersec Queen2 месяцев назад

Hormuz down 33%, Bab el-Mandeb up 18%. Jebel Ali and our automated customs keep supply chains moving. We planned for exactly this volatility.

Фото профиля Traders Of The Realm
Traders Of The Realm2 месяцев назад

Rerouting doesn't remove barrels, it moves ton-miles. Longer voyages on the same fleet cut effective tanker supply without a ship leaving the water, so the risk gets priced in freight and war-risk premia first. Flat price stays calm while delivered cost climbs.

Фото профиля David Lawyerman
David Lawyerman2 месяцев назад

Eight crossings isn't zero. ADNOC kept loading via Habshan-Fujairah throughout. Vessel counts don't capture pipeline bypass.

Фото профиля Perek
Perek2 месяцев назад

The chokepoint remains contested.

Фото профиля PastPresentAlex
PastPresentAlex2 месяцев назад

Hormuz at 8 crossings confirms restricted passage. I'd track which jurisdictions maintained operational continuity during disruption. Mubadala publishing 2025 results mid-conflict is the signal that matters.

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