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Strait traffic remains uneven Maritime activity remained mixed across key regional chokepoints on 23 July, with no new confirmed IMO attacks were reported. Strait of Hormuz traffic fell to six confirmed crossings, down 60 per cent from the previous day, with all but one vessel using the Iranian Unilateral... Scheme. Bab el Mandeb traffic increased to 49 confirmed crossings, including five sanctioned and 11 shadow fleet vessels, alongside four dark transits. Several ships that had previously reversed course in the Gulf of Aden and Red Sea completed their crossings, while others remain on hold following earlier U turns. The data points to a cautious but selective return to transit activity as operators continue to assess security conditions. Stay ahead of the market with #Kpler Insight:show more

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38,650 次观看 • 1 个月前 •via X (Twitter)

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Hormuz traffic cautiously improves Confirmed Strait of Hormuz traffic stayed active on 23 June, with 31 verified crossings across commercial and energy-linked vessels. West-to-east movements dominated, while Iranian, Omani and IMO routes all remained in use. The Strait appears operational under the US-Iran MoU, but dark-route activity and uncertainty beyond the 60-day window keep the recovery cautious. Stay ahead of the market with #Kpler Insight:

Hormuz traffic cautiously improves Confirmed Strait of Hormuz traffic stayed active on 23 June, with 31 verified crossings across commercial and energy-linked vessels. West-to-east movements dominated, while Iranian, Omani and IMO routes all remained in use. The Strait appears operational under the US-Iran MoU, but dark-route activity and uncertainty beyond the 60-day window keep the recovery cautious. Stay ahead of the market with #Kpler Insight:

Kpler

36,935 次观看 • 2 个月前

Traffic diverges at key chokepoints Maritime traffic continues to navigate two strategically vital chokepoints, but the risk profile is evolving differently across each. The Strait of Hormuz recorded just 29 verified crossings between 24 and 26 July, with routing uncertainty persisting. Bab el-Mandeb, meanwhile, saw 100 verified crossings and largely stable daily activity, despite ongoing regional security concerns. Several vessels that had previously reversed course later completed their transits, indicating that operators are increasingly making route decisions based on real time risk assessments rather than broad avoidance. With no sign of a lasting regional stabilisation, vessel behaviour may prove a more important indicator than headline transit volumes. Stay ahead of the market with #Kpler Insight:

Kpler

124,663 次观看 • 1 个月前

Transit patterns diverge #MarineTraffic data highlights diverging patterns across two of the world's most strategically important maritime chokepoints. Between 24 and 26 July, the Strait of Hormuz recorded 29 verified crossings, including 21 vessels exiting the Middle East Gulf and 8 entering. Routing remained evenly split, with 14 transits using the Iranian Unilateral Scheme, 14 classified as Route Undetermined, and one using the Hormuz Traffic Separation Scheme. By comparison, Bab el-Mandeb recorded 100 verified crossings, with 51 vessels entering the Red Sea and 49 exiting. Ninety vessels followed the Traffic Separation Scheme, while 10 completed dark transits. Several vessels that had previously delayed or reversed course later completed their crossings, suggesting operators are continuing to assess risk dynamically rather than avoiding the route altogether.

Transit patterns diverge #MarineTraffic data highlights diverging patterns across two of the world's most strategically important maritime chokepoints. Between 24 and 26 July, the Strait of Hormuz recorded 29 verified crossings, including 21 vessels exiting the Middle East Gulf and 8 entering. Routing remained evenly split, with 14 transits using the Iranian Unilateral Scheme, 14 classified as Route Undetermined, and one using the Hormuz Traffic Separation Scheme. By comparison, Bab el-Mandeb recorded 100 verified crossings, with 51 vessels entering the Red Sea and 49 exiting. Ninety vessels followed the Traffic Separation Scheme, while 10 completed dark transits. Several vessels that had previously delayed or reversed course later completed their crossings, suggesting operators are continuing to assess risk dynamically rather than avoiding the route altogether.

MarineTraffic

72,678 次观看 • 1 个月前

Hormuz traffic shows recovery Verified Strait of Hormuz crossings reached 25 on 18 June, marking a notable increase in daily maritime activity. Traffic was evenly distributed across both directions, with most vessels following established Iranian route patterns. Five sanctioned vessels were recorded among the crossings, while no additional physical attacks have been confirmed since 10 May. The latest figures coincide with discussions surrounding the implementation phase of the US-Iran 60 day memorandum framework, which aims to preserve the ceasefire, support navigation through the Strait and facilitate broader negotiations. While this d/d uptick points to improving operating conditions, unresolved implementation details and continued dark crossings indicate a continued elevated degree of caution with ship operators. Stay ahead of the market with #Kpler Insight:

Hormuz traffic shows recovery Verified Strait of Hormuz crossings reached 25 on 18 June, marking a notable increase in daily maritime activity. Traffic was evenly distributed across both directions, with most vessels following established Iranian route patterns. Five sanctioned vessels were recorded among the crossings, while no additional physical attacks have been confirmed since 10 May. The latest figures coincide with discussions surrounding the implementation phase of the US-Iran 60 day memorandum framework, which aims to preserve the ceasefire, support navigation through the Strait and facilitate broader negotiations. While this d/d uptick points to improving operating conditions, unresolved implementation details and continued dark crossings indicate a continued elevated degree of caution with ship operators. Stay ahead of the market with #Kpler Insight:

Kpler

197,363 次观看 • 3 个月前

Verified crossings still at historic lows As of 17 June, Kpler observed six verified crossings across the monitored zone. Traffic was weighted east to west, and most vessels followed established Iranian coastal passage routes. One sanctioned vessel, Ostria, was identified transiting east to west in ballast. No additional physical attacks have been confirmed since 10 May, leaving the maritime risk picture broadly unchanged. The latest movements come as US-Iran discussions continue around a proposed 60 day memorandum intended to support maritime security and preserve the current ceasefire framework. While transit activity continues, relatively low crossing volumes indicate that shipping patterns remain cautious rather than fully restored. Stay ahead of the market with #Kpler Insight:

Verified crossings still at historic lows As of 17 June, Kpler observed six verified crossings across the monitored zone. Traffic was weighted east to west, and most vessels followed established Iranian coastal passage routes. One sanctioned vessel, Ostria, was identified transiting east to west in ballast. No additional physical attacks have been confirmed since 10 May, leaving the maritime risk picture broadly unchanged. The latest movements come as US-Iran discussions continue around a proposed 60 day memorandum intended to support maritime security and preserve the current ceasefire framework. While transit activity continues, relatively low crossing volumes indicate that shipping patterns remain cautious rather than fully restored. Stay ahead of the market with #Kpler Insight:

Kpler

114,128 次观看 • 3 个月前

Strait Traffic remains resilient #MarineTraffic data recorded 108 verified vessel transits through the Strait of Hormuz between 3 and 5 July, with 43 crossings on 3 July, 34 on 4 July and 31 on 5 July. Traffic was broadly balanced by direction, with 60 East-to-West crossings and 48 West-to-East crossings. Route selection remained fragmented, with 44 vessels using the Iranian Route, 30 using the Omani Route, 10 following the IMO Route and 24 classified as Dark or Unknown. The transits covered a wide range of vessel types, including tankers, container ships, bulk carriers and gas carriers, underscoring that commercial shipping continues to move through the Strait while operators maintain diversified routing strategies amid ongoing geopolitical and maritime security risks.

Strait Traffic remains resilient #MarineTraffic data recorded 108 verified vessel transits through the Strait of Hormuz between 3 and 5 July, with 43 crossings on 3 July, 34 on 4 July and 31 on 5 July. Traffic was broadly balanced by direction, with 60 East-to-West crossings and 48 West-to-East crossings. Route selection remained fragmented, with 44 vessels using the Iranian Route, 30 using the Omani Route, 10 following the IMO Route and 24 classified as Dark or Unknown. The transits covered a wide range of vessel types, including tankers, container ships, bulk carriers and gas carriers, underscoring that commercial shipping continues to move through the Strait while operators maintain diversified routing strategies amid ongoing geopolitical and maritime security risks.

MarineTraffic

56,587 次观看 • 2 个月前

Hormuz recovery faces fresh pressure Traffic through the monitored Strait of Hormuz zone strengthened on 7 July, with 41 verified crossings compared with 36 the previous day. Commercial west to east movements continued to dominate, while sanctioned vessel activity eased and laden crude, dry bulk and #LPG voyages remained significant. However, the operating picture became more complex. Use of the Iranian route declined as IMO routing recovered, but elevated Dark or Unknown movements highlighted uneven confidence across the market. The backdrop also deteriorated after two newly confirmed tanker incidents near Oman and OFAC’s replacement of General License X with GLX1, tightening the sanctions framework for Iranian related trade. The focus is now shifting from traffic recovery towards security, compliance and route risk management. Stay ahead of the market with #Kpler Insight:

Hormuz recovery faces fresh pressure Traffic through the monitored Strait of Hormuz zone strengthened on 7 July, with 41 verified crossings compared with 36 the previous day. Commercial west to east movements continued to dominate, while sanctioned vessel activity eased and laden crude, dry bulk and #LPG voyages remained significant. However, the operating picture became more complex. Use of the Iranian route declined as IMO routing recovered, but elevated Dark or Unknown movements highlighted uneven confidence across the market. The backdrop also deteriorated after two newly confirmed tanker incidents near Oman and OFAC’s replacement of General License X with GLX1, tightening the sanctions framework for Iranian related trade. The focus is now shifting from traffic recovery towards security, compliance and route risk management. Stay ahead of the market with #Kpler Insight:

Kpler

106,744 次观看 • 2 个月前

Hormuz traffic sees a sharp d/d uptick Confirmed Strait of Hormuz crossings rose to 70 on 24 June, up 105% day on day, as demining efforts advanced and operators increasingly used the Omani route. Commercial traffic accounted for most activity, with 53 transits, while low-risk vessels dominated the day’s profile. The US-Iran MoU framework and apparent lifting of the US blockade appear to have supported a short-term confidence boost, although IRGC warnings against use of the Omani route could create a new source of contention. IMO-route use picked up slightly, but continued Dark routing, incomplete demining and unresolved issues over inspections, sanctions and future Strait governance mean the rebound is not yet a confirmed return to pre-crisis conditions. Stay ahead of the market with #Kpler Insight:

Kpler

193,508 次观看 • 2 个月前

Hormuz uptick remains fragile Strait of Hormuz crossings rebounded sharply over 19–21 June, with 71 confirmed transits and a weekend peak of 35 on 20 June, supported by the blockade lift and renewed free-passage signals. Commercial crossings recovered with AIS transponder ons, but volumes remain below pre-crisis norms and caution is still clear: many vessels continue using Iranian and Dark routes while demining remains incomplete. With no new physical attacks since 10 June but diplomacy still fragile, the reopening is delivering a recovery, though likely an uneven one. Stay ahead of the market with #Kpler Insight:

Hormuz uptick remains fragile Strait of Hormuz crossings rebounded sharply over 19–21 June, with 71 confirmed transits and a weekend peak of 35 on 20 June, supported by the blockade lift and renewed free-passage signals. Commercial crossings recovered with AIS transponder ons, but volumes remain below pre-crisis norms and caution is still clear: many vessels continue using Iranian and Dark routes while demining remains incomplete. With no new physical attacks since 10 June but diplomacy still fragile, the reopening is delivering a recovery, though likely an uneven one. Stay ahead of the market with #Kpler Insight:

Kpler

92,985 次观看 • 2 个月前

March crossings through Strait of Hormuz led by liquid tankers According to #MarineTraffic and Kpler data, a total of 220 vessels transited the Strait of Hormuz during March across the dry bulk, liquids, LPG and LNG segments. Liquid tankers accounted for 111 crossings, or 51% of the total, followed by 82 dry bulk vessels (37%) and 27 LPG carriers (12%). No LNG crossings were recorded in March. Traffic remained skewed toward west-to-east movements out of the Gulf, which made up 149 crossings, or 68% of the monthly total. East-to-west transits into the Gulf accounted for 71 crossings, or 32%, highlighting an uneven flow pattern through one of the world’s most critical maritime chokepoints.

March crossings through Strait of Hormuz led by liquid tankers According to #MarineTraffic and Kpler data, a total of 220 vessels transited the Strait of Hormuz during March across the dry bulk, liquids, LPG and LNG segments. Liquid tankers accounted for 111 crossings, or 51% of the total, followed by 82 dry bulk vessels (37%) and 27 LPG carriers (12%). No LNG crossings were recorded in March. Traffic remained skewed toward west-to-east movements out of the Gulf, which made up 149 crossings, or 68% of the monthly total. East-to-west transits into the Gulf accounted for 71 crossings, or 32%, highlighting an uneven flow pattern through one of the world’s most critical maritime chokepoints.

MarineTraffic

100,631 次观看 • 5 个月前

The Strait of #Hormuz saw continued directional imbalance on 29 April, with all 12 verified crossings travelling west to east and no eastbound return traffic recorded, according to #Kpler data. Transit volumes rose slightly from the previous day, suggesting stable but gradually strengthening activity, though still below peaks earlier in the month. Higher risk participation remained limited, with two sanctioned vessels and one shadow ballast transit. Most movements involved general cargo, container ships and bulk carriers, with flows focused on dry commodities such as steel, cement and clinker, underscoring a shift away from tanker led trade. Ηere's the #MarineTraffic playback of the time based on the #AIS data received from the vessels.

The Strait of #Hormuz saw continued directional imbalance on 29 April, with all 12 verified crossings travelling west to east and no eastbound return traffic recorded, according to #Kpler data. Transit volumes rose slightly from the previous day, suggesting stable but gradually strengthening activity, though still below peaks earlier in the month. Higher risk participation remained limited, with two sanctioned vessels and one shadow ballast transit. Most movements involved general cargo, container ships and bulk carriers, with flows focused on dry commodities such as steel, cement and clinker, underscoring a shift away from tanker led trade. Ηere's the #MarineTraffic playback of the time based on the #AIS data received from the vessels.

MarineTraffic

31,495 次观看 • 4 个月前

Traffic rises, risks persist #MarineTraffic data recorded 41 verified crossings through the monitored Strait of Hormuz zone on 7 July, up from 36 the previous day. Commercial west to east movements continued to lead activity, while laden crude, dry bulk and LPG voyages remained prominent. However, routing patterns reflected continued uncertainty, with increased use of IMO routes alongside a high share of Dark or Unknown transits and declining use of the Omani route. The security environment also deteriorated following two newly confirmed tanker incidents near Oman, while the introduction of OFAC General License X1 tightened the compliance landscape for Iranian related trade. The combination of operational risk and regulatory pressure suggests confidence remains measured despite stronger traffic volumes.

Traffic rises, risks persist #MarineTraffic data recorded 41 verified crossings through the monitored Strait of Hormuz zone on 7 July, up from 36 the previous day. Commercial west to east movements continued to lead activity, while laden crude, dry bulk and LPG voyages remained prominent. However, routing patterns reflected continued uncertainty, with increased use of IMO routes alongside a high share of Dark or Unknown transits and declining use of the Omani route. The security environment also deteriorated following two newly confirmed tanker incidents near Oman, while the introduction of OFAC General License X1 tightened the compliance landscape for Iranian related trade. The combination of operational risk and regulatory pressure suggests confidence remains measured despite stronger traffic volumes.

MarineTraffic

223,565 次观看 • 2 个月前

Strait of Hormuz transit and risk monitor Transit activity in the Strait of Hormuz strengthened over the weekend, with crossings reaching 10 on Saturday and 11 on Sunday, according to #MarineTraffic data. Sanctioned vessels accounted for almost half of Sunday’s movements, highlighting a shift in traffic composition alongside rising volumes. No verified physical attacks or incidents during this period, despite elevated geopolitical rhetoric. While this suggests near term operational stability, evolving political developments may still shape vessel behaviour and risk exposure in the days ahead. Read the latest analysis by Dimitris Ampatzidis, Kpler Senior Risk & Compliance Analyst: Here’s a playback of vessel activity in the Strait of Hormuz over the past two days.

Strait of Hormuz transit and risk monitor Transit activity in the Strait of Hormuz strengthened over the weekend, with crossings reaching 10 on Saturday and 11 on Sunday, according to #MarineTraffic data. Sanctioned vessels accounted for almost half of Sunday’s movements, highlighting a shift in traffic composition alongside rising volumes. No verified physical attacks or incidents during this period, despite elevated geopolitical rhetoric. While this suggests near term operational stability, evolving political developments may still shape vessel behaviour and risk exposure in the days ahead. Read the latest analysis by Dimitris Ampatzidis, Kpler Senior Risk & Compliance Analyst: Here’s a playback of vessel activity in the Strait of Hormuz over the past two days.

MarineTraffic

152,411 次观看 • 5 个月前

Markets rattled by mixed signals An evening of reversals unsettled markets, as uncertainty persists over the Strait of Hormuz. Ongoing restrictions continue to cloud sentiment and raise concerns over supply stability. Stay ahead of the market with #Kpler Insight:

Markets rattled by mixed signals An evening of reversals unsettled markets, as uncertainty persists over the Strait of Hormuz. Ongoing restrictions continue to cloud sentiment and raise concerns over supply stability. Stay ahead of the market with #Kpler Insight:

Kpler

12,917 次观看 • 5 个月前

New shipping data from Kpler on the Strait of Hormuz, April 29: 12 verified crossings. All of them moving west to east, into the Gulf. Zero return traffic recorded. Ships going in and none coming out. The cargo breakdown tells you everything: steel, cement, clinker. Dry commodities. Not oil. Tanker-led trade has effectively stopped; what's moving is construction materials. The strait isn't closed. It's a one-way street carrying the wrong cargo. MarineTraffic

New shipping data from Kpler on the Strait of Hormuz, April 29: 12 verified crossings. All of them moving west to east, into the Gulf. Zero return traffic recorded. Ships going in and none coming out. The cargo breakdown tells you everything: steel, cement, clinker. Dry commodities. Not oil. Tanker-led trade has effectively stopped; what's moving is construction materials. The strait isn't closed. It's a one-way street carrying the wrong cargo. MarineTraffic

Mario Nawfal

52,287 次观看 • 4 个月前

President Trump said Iran agreed that it will “never have a nuclear weapon” during his visit to a Pennsylvania's Mack Truck facility on Tuesday. He also said “19 million barrels of oil flowed out of the Strait of Hormuz” on Monday, which he said is “the most oil in the history of the strait.” Monday was the busiest day for transits of the Strait of Hormuz since the war began, with 35 commercial vessels crossing the waterway, according to data from the maritime tracking firm Kpler. That is still only about a third of pre-war traffic levels, but it likely does not include some ships that transited the strait with their location transponders switched off.

President Trump said Iran agreed that it will “never have a nuclear weapon” during his visit to a Pennsylvania's Mack Truck facility on Tuesday. He also said “19 million barrels of oil flowed out of the Strait of Hormuz” on Monday, which he said is “the most oil in the history of the strait.” Monday was the busiest day for transits of the Strait of Hormuz since the war began, with 35 commercial vessels crossing the waterway, according to data from the maritime tracking firm Kpler. That is still only about a third of pre-war traffic levels, but it likely does not include some ships that transited the strait with their location transponders switched off.

CBS News

63,554 次观看 • 2 个月前

Iran declared the Strait of Hormuz an inviolable "red line" on Thursday, warning that any U.S. strikes on Iranian infrastructure, including the power plants and bridges President Donald J. Trump has threatened to target, would trigger retaliatory strikes against critical infrastructure across the Gulf region. The warning comes after four consecutive days of strikes against Iranian military targets and has reimposed a naval blockade of Iranian ports, with Washington stating the objective is to restore freedom of navigation through the Strait of Hormuz following repeated Iranian attacks on commercial shipping. Iranian officials maintained that control of the Strait is not dependent on coastal bases or islands, insisting Tehran retains the ability to control the waterway from across its territory. They also reiterated that reopening the Strait requires U.S. compliance with the previously signed memorandum of understanding and acceptance of Iranian regulations governing vessel transits. The rhetoric comes amid a rapidly widening regional conflict, with Iran launching missile and drone attacks against U.S. forces and partners in Kuwait, Jordan, and Bahrain, while analysts continue to warn that Tehran could also seek to pressure global trade by expanding the confrontation to the Bab al-Mandeb Strait through its Houthi allies in Yemen. Source:

Iran declared the Strait of Hormuz an inviolable "red line" on Thursday, warning that any U.S. strikes on Iranian infrastructure, including the power plants and bridges President Donald J. Trump has threatened to target, would trigger retaliatory strikes against critical infrastructure across the Gulf region. The warning comes after four consecutive days of strikes against Iranian military targets and has reimposed a naval blockade of Iranian ports, with Washington stating the objective is to restore freedom of navigation through the Strait of Hormuz following repeated Iranian attacks on commercial shipping. Iranian officials maintained that control of the Strait is not dependent on coastal bases or islands, insisting Tehran retains the ability to control the waterway from across its territory. They also reiterated that reopening the Strait requires U.S. compliance with the previously signed memorandum of understanding and acceptance of Iranian regulations governing vessel transits. The rhetoric comes amid a rapidly widening regional conflict, with Iran launching missile and drone attacks against U.S. forces and partners in Kuwait, Jordan, and Bahrain, while analysts continue to warn that Tehran could also seek to pressure global trade by expanding the confrontation to the Bab al-Mandeb Strait through its Houthi allies in Yemen. Source:

OSINTdefender

358,653 次观看 • 2 个月前

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.

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.

Kpler

183,074 次观看 • 6 个月前

🇺🇸 🇮🇷 DANGER: ARE THE HOUTHIS A SERIOUS RISK TO OIL TRAFFIC IN THE RED SEA?! They've already proven they are. Yemen's Iranian - backed Houthis declared a maritime embargo on Saudi Arabia. In two weeks, Saudi crude loadings through the Bab el - Mandeb collapsed 36% - from 9.5 million to 6.1 million barrels daily. They're already attacking tankers. Saudi Arabia was using the Red Sea as an escape route because Iran blocked Hormuz. Seventy percent of their crude exports now move through this strait. Two tanker attacks forced them to halt all shipments temporarily. The Bab el - Mandeb carries 12% of global maritime trade. A full Houthi closure cuts global oil supply by 7%. Combined with the Hormuz blockade, that's a quarter of global oil and gas at risk. This is Iran squeezing two chokepoints at once. Can we protect the Strait of Hormuz and the Red Sea?

🇺🇸 🇮🇷 DANGER: ARE THE HOUTHIS A SERIOUS RISK TO OIL TRAFFIC IN THE RED SEA?! They've already proven they are. Yemen's Iranian - backed Houthis declared a maritime embargo on Saudi Arabia. In two weeks, Saudi crude loadings through the Bab el - Mandeb collapsed 36% - from 9.5 million to 6.1 million barrels daily. They're already attacking tankers. Saudi Arabia was using the Red Sea as an escape route because Iran blocked Hormuz. Seventy percent of their crude exports now move through this strait. Two tanker attacks forced them to halt all shipments temporarily. The Bab el - Mandeb carries 12% of global maritime trade. A full Houthi closure cuts global oil supply by 7%. Combined with the Hormuz blockade, that's a quarter of global oil and gas at risk. This is Iran squeezing two chokepoints at once. Can we protect the Strait of Hormuz and the Red Sea?

Bill Mitchell

14,056 次观看 • 1 个月前

Freedom of the Sea is Not Free: How War in Strait of Hormuz, Bab el-Mandeb, and Black Sea Overlap The Nexus of Conflict: Recent Ukrainian strikes on Russian vessels in the Caspian Sea highlight how the wars in Eastern Europe and the Middle East are becoming increasingly intertwined, creating a unified threat to global shipping. Strait of Hormuz in "Freefall": Traffic through the Strait of Hormuz has plummeted by 80%, with "dark transits" now accounting for 82% of all voyages as ship owners avoid the region due to a lack of security guarantees. Skyrocketing Costs: War risk insurance for the Persian Gulf has surged from 1% to as high as 9% of vessel value, potentially adding up to $10 million in costs for a single transit—costs that are ultimately passed to consumers. Suez Canal Logistics: Because very large crude carriers (VLCCs) cannot transit the Suez Canal fully loaded, the industry is shifting to complex ship-to-ship transfers and pipeline systems to bypass Red Sea threats. China’s Withdrawal: Major Chinese shipping firms, including COSCO and China Merchants, have begun pulling their tankers from high-risk regions, removing a key stabilizing variable from the global oil market. Black Sea Escalation: The sinking of the Golden Leo marks the first commercial vessel lost to Russian strikes since 2022, signaling a dangerous new phase in the maritime war as Ukraine’s harvest season approaches. Shipping's Resilience: Despite these "flashing red" indicators, 80% of world cargo continues to move, demonstrating that while shipping is resilient like "water in a sidewalk," the increased friction makes global trade slower and more expensive. Video:

Freedom of the Sea is Not Free: How War in Strait of Hormuz, Bab el-Mandeb, and Black Sea Overlap The Nexus of Conflict: Recent Ukrainian strikes on Russian vessels in the Caspian Sea highlight how the wars in Eastern Europe and the Middle East are becoming increasingly intertwined, creating a unified threat to global shipping. Strait of Hormuz in "Freefall": Traffic through the Strait of Hormuz has plummeted by 80%, with "dark transits" now accounting for 82% of all voyages as ship owners avoid the region due to a lack of security guarantees. Skyrocketing Costs: War risk insurance for the Persian Gulf has surged from 1% to as high as 9% of vessel value, potentially adding up to $10 million in costs for a single transit—costs that are ultimately passed to consumers. Suez Canal Logistics: Because very large crude carriers (VLCCs) cannot transit the Suez Canal fully loaded, the industry is shifting to complex ship-to-ship transfers and pipeline systems to bypass Red Sea threats. China’s Withdrawal: Major Chinese shipping firms, including COSCO and China Merchants, have begun pulling their tankers from high-risk regions, removing a key stabilizing variable from the global oil market. Black Sea Escalation: The sinking of the Golden Leo marks the first commercial vessel lost to Russian strikes since 2022, signaling a dangerous new phase in the maritime war as Ukraine’s harvest season approaches. Shipping's Resilience: Despite these "flashing red" indicators, 80% of world cargo continues to move, demonstrating that while shipping is resilient like "water in a sidewalk," the increased friction makes global trade slower and more expensive. Video:

Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️

16,025 次观看 • 1 个月前