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🇨🇳🇮🇷 While global shipping's frozen and oil's stuck, Iran's reportedly loading more crude than pre-war. 2.1M barrels in the last 6 days (up from ~2M avg), all via shadow fleet tankers mostly headed to China. Everyone else? Paralyzed. Iran's threats keep the strait locked for others, but their oil... show more

Mario Nawfal

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466,217 views • 7 months ago •via X (Twitter)

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🚨🇮🇷🇨🇳 Iran is snarling up the Strait of Hormuz, choking almost 25% of global oil traffic and rattling markets, while still sending massive volumes of crude to China. Tehran has exported around 11.7 million barrels of crude to China since the war began, proving it can disrupt global energy flows and profit from the chaos at the same time. Source: Al Jazeera

🚨🇮🇷🇨🇳 Iran is snarling up the Strait of Hormuz, choking almost 25% of global oil traffic and rattling markets, while still sending massive volumes of crude to China. Tehran has exported around 11.7 million barrels of crude to China since the war began, proving it can disrupt global energy flows and profit from the chaos at the same time. Source: Al Jazeera

Mario Nawfal

499,679 views • 7 months ago

🚨 IT'S OFFICIAL: Iran is slowly realizing that President Trump and the US military are SUCCEEDING in covertly sneaking oil out of the Strait of Hormuz to the tune of 10 MILLION+ BARRELS Some nights hit 15-20 million...that's pre-war flows! Even CNN had to admit: Iran is LOSING ITS GRIP 🇺🇸 "The U.S. is quietly breaking Iran's grip on the Strait of Hormuz. American forces reportedly protecting tankers, moving some 10 million barrels of oil every day through the waterway. As President Trump opens up another front, threatening economic D-Day for countries that helped Tehran stay afloat." Iran is going to have nothing left. The mullahs asked for this.

🚨 IT'S OFFICIAL: Iran is slowly realizing that President Trump and the US military are SUCCEEDING in covertly sneaking oil out of the Strait of Hormuz to the tune of 10 MILLION+ BARRELS Some nights hit 15-20 million...that's pre-war flows! Even CNN had to admit: Iran is LOSING ITS GRIP 🇺🇸 "The U.S. is quietly breaking Iran's grip on the Strait of Hormuz. American forces reportedly protecting tankers, moving some 10 million barrels of oil every day through the waterway. As President Trump opens up another front, threatening economic D-Day for countries that helped Tehran stay afloat." Iran is going to have nothing left. The mullahs asked for this.

Eric Daugherty

709,414 views • 1 month ago

🚨 BREAKING OVERNIGHT: Stunning new satellite imagery from Tanker Trackers finds the Strait of Hormuz region appears to be SIGNIFICANTLY more open than reported by the Fake News — with bidirectional daytime traffic flowing of large crude tankers "Greater volumes of crude oil, LNG and LPG are being exchanged via STS transfer in the Gulf of Oman." It looks like Trump, Hegseth and Bessent's plan is WORKING! 🔥 In recent days, Trump officials have said Hormuz oil flows have neared 80-90% of PRE-WAR flows, as the Iranian regime totally loses its grip Now, we just need Zelensky to not blow up more energy targets in Russia and the stress will be taken off the world! RENAME IT THE TRUMP STRAIT 🇺🇸🇺🇸 Satellite imagery below from TankerTrackers.com, Inc.

🚨 BREAKING OVERNIGHT: Stunning new satellite imagery from Tanker Trackers finds the Strait of Hormuz region appears to be SIGNIFICANTLY more open than reported by the Fake News — with bidirectional daytime traffic flowing of large crude tankers "Greater volumes of crude oil, LNG and LPG are being exchanged via STS transfer in the Gulf of Oman." It looks like Trump, Hegseth and Bessent's plan is WORKING! 🔥 In recent days, Trump officials have said Hormuz oil flows have neared 80-90% of PRE-WAR flows, as the Iranian regime totally loses its grip Now, we just need Zelensky to not blow up more energy targets in Russia and the stress will be taken off the world! RENAME IT THE TRUMP STRAIT 🇺🇸🇺🇸 Satellite imagery below from TankerTrackers.com, Inc.

Eric Daugherty

164,221 views • 27 days ago

🚨 BREAKING OVERNIGHT: Stunning new satellite imagery finds the Strait of Hormuz region appears to be SIGNIFICANTLY more open than reported by the Fake News — with bidirectional daytime traffic flowing of large crude tankers "Greater volumes of crude oil, LNG and LPG are being exchanged via STS transfer in the Gulf of Oman." It looks like Trump, Hegseth and Bessent's plan is WORKING! In recent days, Trump officials have said Hormuz oil flows have neared 80-90% of PRE-WAR flows, as the Iranian regime totally loses its grip Now, we just need Zelensky to not blow up more energy targets in Russia and the stress will be taken off the world! RENAME IT THE TRUMP STRAIT 🇺🇸🇺🇸

🚨 BREAKING OVERNIGHT: Stunning new satellite imagery finds the Strait of Hormuz region appears to be SIGNIFICANTLY more open than reported by the Fake News — with bidirectional daytime traffic flowing of large crude tankers "Greater volumes of crude oil, LNG and LPG are being exchanged via STS transfer in the Gulf of Oman." It looks like Trump, Hegseth and Bessent's plan is WORKING! In recent days, Trump officials have said Hormuz oil flows have neared 80-90% of PRE-WAR flows, as the Iranian regime totally loses its grip Now, we just need Zelensky to not blow up more energy targets in Russia and the stress will be taken off the world! RENAME IT THE TRUMP STRAIT 🇺🇸🇺🇸

Eric Daugherty

53,534 views • 27 days ago

🚨 BREAKING: Treasury Secretary Scott Bessent just SEVERED 17 MORE Iranian shadow fleet tankers and wiped out the "vast majority" of what's left of the regime's smuggling network — including to CHINA ECONOMIC ASSASSIN. He's not F-ing around! 🔥 BESSENT: "Treasury is starving the tyrannical regime in Tehran of the money it uses to wage war in the region. No enabler of Iranian sanctions evasion is safe from the full force of Treasury's authorities." These ships were hauling MILLIONS of barrels of Iranian crude, fuel and gas to China and across Asia, hiding behind front companies in more than a dozen countries With Donald Trump's blockade and Bessent's "Economic D-Day," the mullahs are running OUT of money! Hormuz oil flows are nearly 100% pre-war. WE WON.

🚨 BREAKING: Treasury Secretary Scott Bessent just SEVERED 17 MORE Iranian shadow fleet tankers and wiped out the "vast majority" of what's left of the regime's smuggling network — including to CHINA ECONOMIC ASSASSIN. He's not F-ing around! 🔥 BESSENT: "Treasury is starving the tyrannical regime in Tehran of the money it uses to wage war in the region. No enabler of Iranian sanctions evasion is safe from the full force of Treasury's authorities." These ships were hauling MILLIONS of barrels of Iranian crude, fuel and gas to China and across Asia, hiding behind front companies in more than a dozen countries With Donald Trump's blockade and Bessent's "Economic D-Day," the mullahs are running OUT of money! Hormuz oil flows are nearly 100% pre-war. WE WON.

Eric Daugherty

335,683 views • 3 days ago

🚢 Three Oil Supertankers Cross Hormuz 🔹Bloomberg reported Friday that two Chinese supertankers and one Greek vessel crossed the Strait of Hormuz with 6 million barrels of oil in total— the biggest day of oil exits through Hormuz since the war caused traffic to all but halt six weeks ago. 🔹The two Chinese vessels — the Cospearl Lake and the He Rong Hai — loaded their crude in Saudi Arabia and Iraq respectively, while the Greek tanker Serifos loaded in Saudi Arabia and was signaling Malacca, Malaysia as its destination. 🔹None carry Iranian oil or have direct links to Iran, per Bloomberg. More than 800 freighters remain stuck inside the Persian Gulf, and daily total crossings including cargo and tankers remain in single digits against a prewar average of 135 daily crossings.

🚢 Three Oil Supertankers Cross Hormuz 🔹Bloomberg reported Friday that two Chinese supertankers and one Greek vessel crossed the Strait of Hormuz with 6 million barrels of oil in total— the biggest day of oil exits through Hormuz since the war caused traffic to all but halt six weeks ago. 🔹The two Chinese vessels — the Cospearl Lake and the He Rong Hai — loaded their crude in Saudi Arabia and Iraq respectively, while the Greek tanker Serifos loaded in Saudi Arabia and was signaling Malacca, Malaysia as its destination. 🔹None carry Iranian oil or have direct links to Iran, per Bloomberg. More than 800 freighters remain stuck inside the Persian Gulf, and daily total crossings including cargo and tankers remain in single digits against a prewar average of 135 daily crossings.

Drop Site

69,303 views • 6 months ago

🇺🇸🇮🇷 The war made Iran richer and your groceries more expensive Dow just doubled its April price hike on polyethylene, the plastic in everything from shopping bags to bottles. Their stock is up 25% since the war started. Global naphtha supply is stuck behind a closed Strait and American chemical companies are cashing in. Meanwhile, the war that was supposed to crush Iran's economy accidentally gave it a raise. Before the conflict, Tehran produced 1.1 million barrels a day and sold at $47 after discounts. Today it's pumping 1.5 million barrels at $110 with barely any discount, through new payment channels that bypass the old sanctions infrastructure entirely. Trump and Israel delivered de facto sanctions relief through the war itself. Which means Iran has less reason to stop fighting unless a formal deal offers what it's already getting informally. The country being "obliterated" is making more money per barrel than at any point in recent history. Source: WSJ, Trita Parsi

🇺🇸🇮🇷 The war made Iran richer and your groceries more expensive Dow just doubled its April price hike on polyethylene, the plastic in everything from shopping bags to bottles. Their stock is up 25% since the war started. Global naphtha supply is stuck behind a closed Strait and American chemical companies are cashing in. Meanwhile, the war that was supposed to crush Iran's economy accidentally gave it a raise. Before the conflict, Tehran produced 1.1 million barrels a day and sold at $47 after discounts. Today it's pumping 1.5 million barrels at $110 with barely any discount, through new payment channels that bypass the old sanctions infrastructure entirely. Trump and Israel delivered de facto sanctions relief through the war itself. Which means Iran has less reason to stop fighting unless a formal deal offers what it's already getting informally. The country being "obliterated" is making more money per barrel than at any point in recent history. Source: WSJ, Trita Parsi

Mario Nawfal

128,645 views • 6 months ago

🚨🇮🇷🇮🇱🇶🇦🇸🇦 Israel crossed Iran's energy red line by striking the South Pars gas field, and now both sides are torching each other's energy infrastructure across the Gulf. Iran fired back at Israel's Haifa refinery, Qatar's Ras Laffan (the world's largest LNG plant), plus refineries in Saudi Arabia and Kuwait. Israel went after facilities that produce 730 million cubic meters of gas daily. The Strait of Hormuz is effectively dead. Traffic dropped 96% in the first 18 days of war, from thousands of transits to just 98. Saudi Arabia is now desperately pumping oil west through pipelines to Yanbu on the Red Sea to bypass the strait. If Iran hits Yanbu, analysts say 5-6 million barrels a day disappear from global markets and oil could hit $150. Brent crude has already jumped from the $70s to $115 since the war started. Every major energy facility that gets hit pushes prices higher. This is now a global energy crisis that's about to slam inflation and interest rates worldwide. Source: Wall Street Journal

🚨🇮🇷🇮🇱🇶🇦🇸🇦 Israel crossed Iran's energy red line by striking the South Pars gas field, and now both sides are torching each other's energy infrastructure across the Gulf. Iran fired back at Israel's Haifa refinery, Qatar's Ras Laffan (the world's largest LNG plant), plus refineries in Saudi Arabia and Kuwait. Israel went after facilities that produce 730 million cubic meters of gas daily. The Strait of Hormuz is effectively dead. Traffic dropped 96% in the first 18 days of war, from thousands of transits to just 98. Saudi Arabia is now desperately pumping oil west through pipelines to Yanbu on the Red Sea to bypass the strait. If Iran hits Yanbu, analysts say 5-6 million barrels a day disappear from global markets and oil could hit $150. Brent crude has already jumped from the $70s to $115 since the war started. Every major energy facility that gets hit pushes prices higher. This is now a global energy crisis that's about to slam inflation and interest rates worldwide. Source: Wall Street Journal

Mario Nawfal

237,381 views • 6 months ago

🚨🇺🇸🇮🇷 The data on who got crushed and who didn't tells you everything about this war... Kpler's numbers show the damage in black and white. Iraq's oil exports collapsed 82%. Kuwait down 75%. Qatar down 70%. These countries sit deep inside the Gulf with no pipeline bypass to the open ocean. When Hormuz closed, their economies stopped. Saudi Arabia lost 34% and the UAE 26%. Bad, but survivable because both had insurance policies. Saudi's East-West Pipeline moves crude to Yanbu on the Red Sea. The UAE's Habshan-Fujairah pipeline reaches the Gulf of Oman. Those two lifelines are the only reason their exports didn't collapse like their neighbors. Which is exactly why Iran struck both of them after the ceasefire. Tehran knows those pipelines are the last thing keeping Gulf oil moving. Take them offline and every producer inside the Gulf goes to zero. Then there's Oman. Up 117%. The only green on the board. Its ports sit on the Arabian Sea, outside the Strait entirely. Oman became the region's only safe loading point overnight. The total damage: 206 million barrels erased from global supply in one month. At war prices, roughly $22-24 billion in lost Gulf revenue. Refineries worldwide pushed toward minimum operating levels. The question heading into Saturday's talks is simple. Can the world afford to keep 206 million barrels a month offline, or does Washington concede Iran's toll system just to get the oil moving again? Source: Kpler / Al Jazeera

🚨🇺🇸🇮🇷 The data on who got crushed and who didn't tells you everything about this war... Kpler's numbers show the damage in black and white. Iraq's oil exports collapsed 82%. Kuwait down 75%. Qatar down 70%. These countries sit deep inside the Gulf with no pipeline bypass to the open ocean. When Hormuz closed, their economies stopped. Saudi Arabia lost 34% and the UAE 26%. Bad, but survivable because both had insurance policies. Saudi's East-West Pipeline moves crude to Yanbu on the Red Sea. The UAE's Habshan-Fujairah pipeline reaches the Gulf of Oman. Those two lifelines are the only reason their exports didn't collapse like their neighbors. Which is exactly why Iran struck both of them after the ceasefire. Tehran knows those pipelines are the last thing keeping Gulf oil moving. Take them offline and every producer inside the Gulf goes to zero. Then there's Oman. Up 117%. The only green on the board. Its ports sit on the Arabian Sea, outside the Strait entirely. Oman became the region's only safe loading point overnight. The total damage: 206 million barrels erased from global supply in one month. At war prices, roughly $22-24 billion in lost Gulf revenue. Refineries worldwide pushed toward minimum operating levels. The question heading into Saturday's talks is simple. Can the world afford to keep 206 million barrels a month offline, or does Washington concede Iran's toll system just to get the oil moving again? Source: Kpler / Al Jazeera

Mario Nawfal

49,364 views • 6 months ago

🇲🇾🇨🇳 Hormuz gets all the attention, but the Strait of Malacca is the one that keeps Beijing up at night. It's the world's busiest maritime chokepoint, narrowing to just 1.7 miles at its tightest point. In the first half of 2025 alone, 23.2 million barrels of oil per day passed through it. That's more than Hormuz. Around 75% of China's seaborne crude imports flow through it from the Middle East and Africa. The Iran war has forced governments across Asia to think seriously about what happens if Malacca faces the same fate as Hormuz. Indonesia's finance minister floated the idea of tolls this week before walking it back. Singapore has already assured both the U.S. and China that passage is guaranteed and it won't participate in any effort to block it. The difference between Hormuz and Malacca is that 4 countries share the strait and all of them have a strategic interest in keeping it open. That makes it harder to close, but also harder to control. China is watching what the U.S. did to Iran's economy through a single chokepoint. It has one of its own that it can't protect alone. Source: Reuters

🇲🇾🇨🇳 Hormuz gets all the attention, but the Strait of Malacca is the one that keeps Beijing up at night. It's the world's busiest maritime chokepoint, narrowing to just 1.7 miles at its tightest point. In the first half of 2025 alone, 23.2 million barrels of oil per day passed through it. That's more than Hormuz. Around 75% of China's seaborne crude imports flow through it from the Middle East and Africa. The Iran war has forced governments across Asia to think seriously about what happens if Malacca faces the same fate as Hormuz. Indonesia's finance minister floated the idea of tolls this week before walking it back. Singapore has already assured both the U.S. and China that passage is guaranteed and it won't participate in any effort to block it. The difference between Hormuz and Malacca is that 4 countries share the strait and all of them have a strategic interest in keeping it open. That makes it harder to close, but also harder to control. China is watching what the U.S. did to Iran's economy through a single chokepoint. It has one of its own that it can't protect alone. Source: Reuters

Mario Nawfal

278,556 views • 5 months ago

Strait of Hormuz over the last 48 hours: tanker attacks continue Iran's demands for opening the Strait of Hormuz are a nonstarter for the US. As I covered over the weekend, Iran has now added Palestine, Yemen, and Iraq along with Lebanon for a complete ceasefire as a condition. In addition, it also wants compensation for the war damages and the MOU violation. On the shipping front, Oman lane transits continue, but here's the catch. ADNOC (UAE) ships are being attacked with 4 of them getting hit last week and another possible attack today. ADNOC's rescue boat was sent out, but no other confirmation on the attack has been announced so far. What is interesting is this. Iraqi crude is getting through the Oman lane. Prosperity tankers carrying Iraqi crude have not been hit. Why? Simple. In the past, Iran has exported some of its oil through Iraq to evade sanctions. This is one of the main reasons why we are not seeing all the tankers get hit through the Oman lane. But it seems clear from the recent escalation patterns that whatever secret deal Iran had with UAE is all but over. Video from MarineTraffic.

Strait of Hormuz over the last 48 hours: tanker attacks continue Iran's demands for opening the Strait of Hormuz are a nonstarter for the US. As I covered over the weekend, Iran has now added Palestine, Yemen, and Iraq along with Lebanon for a complete ceasefire as a condition. In addition, it also wants compensation for the war damages and the MOU violation. On the shipping front, Oman lane transits continue, but here's the catch. ADNOC (UAE) ships are being attacked with 4 of them getting hit last week and another possible attack today. ADNOC's rescue boat was sent out, but no other confirmation on the attack has been announced so far. What is interesting is this. Iraqi crude is getting through the Oman lane. Prosperity tankers carrying Iraqi crude have not been hit. Why? Simple. In the past, Iran has exported some of its oil through Iraq to evade sanctions. This is one of the main reasons why we are not seeing all the tankers get hit through the Oman lane. But it seems clear from the recent escalation patterns that whatever secret deal Iran had with UAE is all but over. Video from MarineTraffic.

HFI Research

130,136 views • 2 months ago

🇺🇸 🇮🇷 BREAKING: TRUMP JUST PULLED THE PLUG ON IRAN'S OIL MONEY! Iran wanted to play games in the Strait of Hormuz. Three tankers hit with unknown projectiles in a matter of days. Now the bill just came due. The Treasury Department is revoking the license that let Iran sell oil under the June ceasefire deal. That waiver was a gift, not a right, and Iran just spat on it. A US official put it plainly. "As President Trump and the administration have repeatedly affirmed, the MOU in effect with Iran is entirely performance based." Translation. Behave or lose the deal. Another official didn't mince words either. "Iran's actions in the Strait were wholly unacceptable to the United States and will be met with consequences." This is not a slap on the wrist. Oil exports are Iran's lifeline to China and its only real source of hard currency. Cutting that off is aiming straight at the regime's wallet. Iran signed up for a deal that required keeping the strait open. Instead they fired on a Qatari LNG carrier, a Saudi supertanker, and a third vessel hit by a drone. That is not a misunderstanding. That is a pattern. You do not get to torch tankers with one hand and collect sanctions relief with the other. Oil prices jumped more than three percent on the news, proof that markets know exactly what this means. Consequences are not just words anymore. Iran wanted leverage. What they got was a reminder that Trump's deals come with strings, and he is not afraid to pull them.

🇺🇸 🇮🇷 BREAKING: TRUMP JUST PULLED THE PLUG ON IRAN'S OIL MONEY! Iran wanted to play games in the Strait of Hormuz. Three tankers hit with unknown projectiles in a matter of days. Now the bill just came due. The Treasury Department is revoking the license that let Iran sell oil under the June ceasefire deal. That waiver was a gift, not a right, and Iran just spat on it. A US official put it plainly. "As President Trump and the administration have repeatedly affirmed, the MOU in effect with Iran is entirely performance based." Translation. Behave or lose the deal. Another official didn't mince words either. "Iran's actions in the Strait were wholly unacceptable to the United States and will be met with consequences." This is not a slap on the wrist. Oil exports are Iran's lifeline to China and its only real source of hard currency. Cutting that off is aiming straight at the regime's wallet. Iran signed up for a deal that required keeping the strait open. Instead they fired on a Qatari LNG carrier, a Saudi supertanker, and a third vessel hit by a drone. That is not a misunderstanding. That is a pattern. You do not get to torch tankers with one hand and collect sanctions relief with the other. Oil prices jumped more than three percent on the news, proof that markets know exactly what this means. Consequences are not just words anymore. Iran wanted leverage. What they got was a reminder that Trump's deals come with strings, and he is not afraid to pull them.

Bill Mitchell

158,537 views • 3 months ago

❗️ War in the Middle East could lead to the collapse of the global economy - ship traffic through the Strait of Hormuz has almost completely stopped. ◾️ Over the past 24 hours, only two commercial vessels have passed through the Strait of Hormuz, and not a single oil tanker, the Joint Maritime Information Center said. ◾️ This is a key energy artery of the world: normally, about 20% of all oil passes through it. If tanker traffic stops, the world could lose up to 15-20 million barrels per day. ◾️ In the event of a protracted crisis, oil prices could soar to $120-150 per barrel, leading to higher fuel prices, inflation, a decline in production, and the risk of a global recession. ◾️ Europe and Asia, which are critically dependent on oil from the Persian Gulf, are already feeling the biggest impact. ◾️ Fuel flows from the Middle East have fallen by about 90%, and in Singapore, bunker fuel prices have already risen by more than 40%. In fact, the energy crisis has already begun in Asia. ◾️ More and more experts are pointing out that the Strait of Hormuz is blocked not only by war but also by insurance companies that have canceled insurance for global ocean commercial tonnage due to military risks in the Persian Gulf, the Gulf of Oman, and all Iranian territorial waters. 📹: Ship traffic in the Strait of Hormuz over the past 24 hours.

❗️ War in the Middle East could lead to the collapse of the global economy - ship traffic through the Strait of Hormuz has almost completely stopped. ◾️ Over the past 24 hours, only two commercial vessels have passed through the Strait of Hormuz, and not a single oil tanker, the Joint Maritime Information Center said. ◾️ This is a key energy artery of the world: normally, about 20% of all oil passes through it. If tanker traffic stops, the world could lose up to 15-20 million barrels per day. ◾️ In the event of a protracted crisis, oil prices could soar to $120-150 per barrel, leading to higher fuel prices, inflation, a decline in production, and the risk of a global recession. ◾️ Europe and Asia, which are critically dependent on oil from the Persian Gulf, are already feeling the biggest impact. ◾️ Fuel flows from the Middle East have fallen by about 90%, and in Singapore, bunker fuel prices have already risen by more than 40%. In fact, the energy crisis has already begun in Asia. ◾️ More and more experts are pointing out that the Strait of Hormuz is blocked not only by war but also by insurance companies that have canceled insurance for global ocean commercial tonnage due to military risks in the Persian Gulf, the Gulf of Oman, and all Iranian territorial waters. 📹: Ship traffic in the Strait of Hormuz over the past 24 hours.

Anton Gerashchenko

486,064 views • 7 months ago

🇮🇷🇴🇲 Iran is building a permanent toll system for Hormuz and deciding who pays and who doesn't... Tehran reportedly plans to jointly administer the Strait with Oman, charging $2 million per vessel. Oman gets a seat at the table as a reward for its mediation efforts and geographic position along the waterway. But the real story is in the exceptions. China sails through free. Pakistan gets 20 tankers. Iraq was declared a "brotherly country." And days ago, an Egyptian vessel carrying food reportedly passed without paying a cent, a political gesture thanking Cairo for its role in mediation. Iran is rebuilding the strait as a loyalty program. Friends transit freely. Mediators get rewarded. Enemies pay or don't pass at all. The parliament already codified this into law. The IRGC has the enforcement capability. And Oman's involvement gives it a veneer of international legitimacy. The U.S. went to war partly to prevent Iran from ever having this kind of leverage over global energy. Six weeks later, Iran has more control over Hormuz than at any point in its history, and it's institutionalizing that control while the bombs are still falling. Source: NYT Medial: The Middle East

🇮🇷🇴🇲 Iran is building a permanent toll system for Hormuz and deciding who pays and who doesn't... Tehran reportedly plans to jointly administer the Strait with Oman, charging $2 million per vessel. Oman gets a seat at the table as a reward for its mediation efforts and geographic position along the waterway. But the real story is in the exceptions. China sails through free. Pakistan gets 20 tankers. Iraq was declared a "brotherly country." And days ago, an Egyptian vessel carrying food reportedly passed without paying a cent, a political gesture thanking Cairo for its role in mediation. Iran is rebuilding the strait as a loyalty program. Friends transit freely. Mediators get rewarded. Enemies pay or don't pass at all. The parliament already codified this into law. The IRGC has the enforcement capability. And Oman's involvement gives it a veneer of international legitimacy. The U.S. went to war partly to prevent Iran from ever having this kind of leverage over global energy. Six weeks later, Iran has more control over Hormuz than at any point in its history, and it's institutionalizing that control while the bombs are still falling. Source: NYT Medial: The Middle East

Mario Nawfal

2,002,610 views • 6 months ago

🚨🇮🇷🇺🇸 Every claim CENTCOM made about the Strait of Hormuz today -Internationally recognized shipping lanes cleared of mines laid by Iran's Revolutionary Guard months ago -The clearing was done by Navy divers, Navy SEALs and air power from the Army, Navy, Air Force and Marine Corps, working the strait's official traffic lanes over months in what Admiral Brad Cooper called dangerous and challenging conditions -Nearly 1,500 commercial vessels escorted through the strait over recent months -Those ships carried roughly 750 MILLION barrels of crude to global markets -Iran has exported ZERO oil from its own shores since the blockade resumed in mid-July -No ship has entered or left an Iranian port without American permission, with passage granted only on humanitarian grounds -75 vessels turned around while attempting to run the blockade, and three disabled for non-compliance -More than 20 warships, hundreds of aircraft and thousands of personnel sustaining the mission, out of 50,000 U.S. troops across the region -Cooper's bottom line: the lanes are open and "momentum is building" Source: CENTCOM / Writer: Daniel

🚨🇮🇷🇺🇸 Every claim CENTCOM made about the Strait of Hormuz today -Internationally recognized shipping lanes cleared of mines laid by Iran's Revolutionary Guard months ago -The clearing was done by Navy divers, Navy SEALs and air power from the Army, Navy, Air Force and Marine Corps, working the strait's official traffic lanes over months in what Admiral Brad Cooper called dangerous and challenging conditions -Nearly 1,500 commercial vessels escorted through the strait over recent months -Those ships carried roughly 750 MILLION barrels of crude to global markets -Iran has exported ZERO oil from its own shores since the blockade resumed in mid-July -No ship has entered or left an Iranian port without American permission, with passage granted only on humanitarian grounds -75 vessels turned around while attempting to run the blockade, and three disabled for non-compliance -More than 20 warships, hundreds of aircraft and thousands of personnel sustaining the mission, out of 50,000 U.S. troops across the region -Cooper's bottom line: the lanes are open and "momentum is building" Source: CENTCOM / Writer: Daniel

Mario Nawfal

110,385 views • 1 month ago

16 APR 2026 Just another day in the Singapore Strait. Thx Starboard Maritime Intelligence for the great visualization and analytical tools to understand the data. Four 🇮🇷-flagged ships openly transiting the strait: 1⃣ The 🇮🇷 Tanker DAN (9357729), coming from Iran, laden with Crude Oil, sailing eastbound to the Eastern Out of Port Limits (EOPL) anchorage. In a day or two, it will most likely conduct a Ship-to-Ship (StS) transfer of the cargo to another Dark Fleet tanker, which will take the oil to an OFAC-sanctioned Teapot Refinery in🇨🇳 2⃣ The 🇮🇷 bulk cargo ship MAHNAM (9213387) sailed westbound through the strait. It departed Dafeng 🇨🇳 after delivering an unknow cargo. It is returning to Iran. 3⃣ The 🇮🇷 bulk cargo ship WARTA (9465849) also sailed westbound, after departing Sri Racha, Thailand, where is conducted unknown cargo ops. 4⃣ The 🇮🇷 bulk cargo ship BAHJAT (9405954) sailed eastbound through the strait, on its way to Kuantan, Malaysia to deliver an unknown cargo loaded in Iran in March. Look carefully, and you will see a likely 🇺🇸Warship departing Singapore right as BAHJAT passed. The warship is heading eastbound, toward the Indian Ocean. While in the Malacca Strait later tonight, she will pass yet another 🇮🇷-flagged tanker HAWK (9362061), which is also laden with Iranian oil and on its way to the EOPL. Very interesting in view of 🇺🇸CJCS General Caine's comment in the press briefing that there will be Maritime Interdiction Ops (MIO) action in the Pacific AOR, against Iranian vessels trying to breach the blockade. Check out the UANI Iran War Shipping Updates for more details: Jemima Shelley TankerTrackers.com, Inc. Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ cdrsalamander Alessio Patalano Tomer Raanan Marcus Hand Blake Herzinger Collin Koh 🇸🇬🇺🇦 Euan Graham Daniel Roth Damien Symon

16 APR 2026 Just another day in the Singapore Strait. Thx Starboard Maritime Intelligence for the great visualization and analytical tools to understand the data. Four 🇮🇷-flagged ships openly transiting the strait: 1⃣ The 🇮🇷 Tanker DAN (9357729), coming from Iran, laden with Crude Oil, sailing eastbound to the Eastern Out of Port Limits (EOPL) anchorage. In a day or two, it will most likely conduct a Ship-to-Ship (StS) transfer of the cargo to another Dark Fleet tanker, which will take the oil to an OFAC-sanctioned Teapot Refinery in🇨🇳 2⃣ The 🇮🇷 bulk cargo ship MAHNAM (9213387) sailed westbound through the strait. It departed Dafeng 🇨🇳 after delivering an unknow cargo. It is returning to Iran. 3⃣ The 🇮🇷 bulk cargo ship WARTA (9465849) also sailed westbound, after departing Sri Racha, Thailand, where is conducted unknown cargo ops. 4⃣ The 🇮🇷 bulk cargo ship BAHJAT (9405954) sailed eastbound through the strait, on its way to Kuantan, Malaysia to deliver an unknown cargo loaded in Iran in March. Look carefully, and you will see a likely 🇺🇸Warship departing Singapore right as BAHJAT passed. The warship is heading eastbound, toward the Indian Ocean. While in the Malacca Strait later tonight, she will pass yet another 🇮🇷-flagged tanker HAWK (9362061), which is also laden with Iranian oil and on its way to the EOPL. Very interesting in view of 🇺🇸CJCS General Caine's comment in the press briefing that there will be Maritime Interdiction Ops (MIO) action in the Pacific AOR, against Iranian vessels trying to breach the blockade. Check out the UANI Iran War Shipping Updates for more details: Jemima Shelley TankerTrackers.com, Inc. Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ cdrsalamander Alessio Patalano Tomer Raanan Marcus Hand Blake Herzinger Collin Koh 🇸🇬🇺🇦 Euan Graham Daniel Roth Damien Symon

Charlie B

14,979 views • 5 months ago

Strait of Hormuz over the last 24 hours: too deep into the escalation trap or the cycle of stupid. The events over the past week should start to dissuade anyone from contemplating that the Strait of Hormuz is going back to normal anytime soon. The video from MarineTraffic illustrates that clearly with Iran's lane being the only active one. Today, IRGC said that 4 vessels were halted, while the US is saying that's fake. No one knows what's real anymore, but what is real is that shipowners will be reluctant to take the risk. He said, she said isn't good enough anymore when lives are at risk. We are now firmly in Robert A. Pape's escalation trap and Malcolm Nance's cycle of stupid. It is clear and obvious the US cannot give Iran the control of the Strait of Hormuz because it will make it the most powerful oil producer in the world. And since this conflict is all or nothing, we will either have to topple the regime, or Iran will come out victorious. There's no in-between. Let's see how this weekend goes, but from a flow perspective, nothing is going through. Zero barrels went through on July 17 and the last two days have not been revised higher by Kpler.

Strait of Hormuz over the last 24 hours: too deep into the escalation trap or the cycle of stupid. The events over the past week should start to dissuade anyone from contemplating that the Strait of Hormuz is going back to normal anytime soon. The video from MarineTraffic illustrates that clearly with Iran's lane being the only active one. Today, IRGC said that 4 vessels were halted, while the US is saying that's fake. No one knows what's real anymore, but what is real is that shipowners will be reluctant to take the risk. He said, she said isn't good enough anymore when lives are at risk. We are now firmly in Robert A. Pape's escalation trap and Malcolm Nance's cycle of stupid. It is clear and obvious the US cannot give Iran the control of the Strait of Hormuz because it will make it the most powerful oil producer in the world. And since this conflict is all or nothing, we will either have to topple the regime, or Iran will come out victorious. There's no in-between. Let's see how this weekend goes, but from a flow perspective, nothing is going through. Zero barrels went through on July 17 and the last two days have not been revised higher by Kpler.

HFI Research

135,721 views • 2 months ago

Two days ago the United States bombed Iran. Ten days earlier, the same two countries had signed a peace deal whose one core promise was safe passage through the Strait of Hormuz. Iran drone-struck a ship in that exact strait, the US hit Iranian missile sites in return, and oil did the unthinkable. It fell. Crude is now under $70. That reaction rewrites a rule. For fifty years, a missile fired near Hormuz meant oil spiking. This week the signatories of a ceasefire shot at each other inside the world's most important oil chokepoint, and the price went down. The market looked at live fire in the strait that carries a fifth of the world's crude and decided it did not care. The deal did not crack at the edges. It broke at its center, the single clause it existed to deliver, tested by a drone and answered by an airstrike ten days after the ink dried. And the same afternoon the bombs fell, the choreography of peace rolled on. The Secretary of State stood in Washington signing a separate Israel-Lebanon framework, calling it the start of lasting peace. The President told a room of farmers the Strait of Hormuz was open. America signed a peace, declared a waterway open, and bombed a treaty partner, all inside one day. So the war did not end. It moved into the paperwork. Iran's strait authority now says any ship on the American route loses its insurance. Trump says the strait is open. Each side has claimed the same narrow channel as its own, in writing, and is firing to prove it. The market has already placed its bet, oil under $70, that the flood of barrels is more real than the war over who controls them.

Two days ago the United States bombed Iran. Ten days earlier, the same two countries had signed a peace deal whose one core promise was safe passage through the Strait of Hormuz. Iran drone-struck a ship in that exact strait, the US hit Iranian missile sites in return, and oil did the unthinkable. It fell. Crude is now under $70. That reaction rewrites a rule. For fifty years, a missile fired near Hormuz meant oil spiking. This week the signatories of a ceasefire shot at each other inside the world's most important oil chokepoint, and the price went down. The market looked at live fire in the strait that carries a fifth of the world's crude and decided it did not care. The deal did not crack at the edges. It broke at its center, the single clause it existed to deliver, tested by a drone and answered by an airstrike ten days after the ink dried. And the same afternoon the bombs fell, the choreography of peace rolled on. The Secretary of State stood in Washington signing a separate Israel-Lebanon framework, calling it the start of lasting peace. The President told a room of farmers the Strait of Hormuz was open. America signed a peace, declared a waterway open, and bombed a treaty partner, all inside one day. So the war did not end. It moved into the paperwork. Iran's strait authority now says any ship on the American route loses its insurance. Trump says the strait is open. Each side has claimed the same narrow channel as its own, in writing, and is firing to prove it. The market has already placed its bet, oil under $70, that the flood of barrels is more real than the war over who controls them.

Shanaka Anslem Perera ⚡

87,787 views • 3 months ago

Strait of Hormuz over the last 24 hours. As expected, the Oman route will be heavily contested in the coming days. The inbound tanker flows have slowed to a trickle and with the latest attack from IRGC using missiles (previously drones), the situation appears to be escalating. From a flow standpoint, inbound tanker rate is insufficient to change the production shut-in math. Yes, there are some loadings going on, but if the onshore storage drains with no visibility for a lot more VLCCs, the production will not restart, which is the crux of the issue. I guess time will tell what happens from here on out. I suspect the US will keep testing Iran's resolve with the Oman route. Note: At the beginning of the video, you will see the large group of vessels leaving associated with Japan. I have included video from MarineTraffic and my table of inbound tankers below.

Strait of Hormuz over the last 24 hours. As expected, the Oman route will be heavily contested in the coming days. The inbound tanker flows have slowed to a trickle and with the latest attack from IRGC using missiles (previously drones), the situation appears to be escalating. From a flow standpoint, inbound tanker rate is insufficient to change the production shut-in math. Yes, there are some loadings going on, but if the onshore storage drains with no visibility for a lot more VLCCs, the production will not restart, which is the crux of the issue. I guess time will tell what happens from here on out. I suspect the US will keep testing Iran's resolve with the Oman route. Note: At the beginning of the video, you will see the large group of vessels leaving associated with Japan. I have included video from MarineTraffic and my table of inbound tankers below.

HFI Research

35,990 views • 3 months ago

#BREAKING 🇦🇪 The United Arab Emirates, the third-largest oil producer in OPEC, has announced it will leave OPEC and OPEC+ starting May 1. 🛢️ This move would free the UAE from production quotas, allowing it to: ▪️ Increase oil output to full capacity ▪️ Set its own export strategy ▪️ Price crude independently of group restrictions 🟦 The decision could boost UAE production, strengthen state revenues, and put downward pressure on global oil prices. ▪️ Lower prices and increased supply would likely align with President Trump’s long-standing calls for cheaper energy and criticism of OPEC limits. 🟥 Amid rising tensions with Iran, the UAE’s exit could act as a strategic buffer for the global economy: 🟦 Around 20% of global oil flows through the Strait of Hormuz, which Iran has repeatedly threatened to close. ▪️ The UAE, however, can bypass Hormuz via the Habshan–Fujairah pipeline, exporting oil directly to the Gulf of Oman. Freed from OPEC quotas, it could maximize output through this route, weakening Iran’s leverage over global supply. ▪️ In the event of renewed conflict, sanctions, or infrastructure strikes, Iran’s oil exports — largely dependent on China — could collapse. 🔺 The UAE, with significant spare capacity, could quickly offset supply losses, preventing extreme price spikes (e.g. $150–200 per barrel) that would damage Western economies. 🔹 Reduced OPEC coordination would also limit Iran’s ability to influence global markets through price manipulation. 🇨🇳 China, a major buyer of Iranian oil, could be forced to shift toward UAE supplies, further isolating Tehran economically. 🔺 If Iran physically blocks Hormuz, the UAE’s pipeline system becomes critical: ▪️ It can transport 1.5–1.8 million barrels per day — over half of UAE exports ▪️ Tankers can load outside the Strait, reducing risk and insurance costs 🔺 Fujairah, located outside Hormuz, offers a safer and cheaper export hub compared to Gulf ports dependent on the Strait. Video is generated by grok AI

#BREAKING 🇦🇪 The United Arab Emirates, the third-largest oil producer in OPEC, has announced it will leave OPEC and OPEC+ starting May 1. 🛢️ This move would free the UAE from production quotas, allowing it to: ▪️ Increase oil output to full capacity ▪️ Set its own export strategy ▪️ Price crude independently of group restrictions 🟦 The decision could boost UAE production, strengthen state revenues, and put downward pressure on global oil prices. ▪️ Lower prices and increased supply would likely align with President Trump’s long-standing calls for cheaper energy and criticism of OPEC limits. 🟥 Amid rising tensions with Iran, the UAE’s exit could act as a strategic buffer for the global economy: 🟦 Around 20% of global oil flows through the Strait of Hormuz, which Iran has repeatedly threatened to close. ▪️ The UAE, however, can bypass Hormuz via the Habshan–Fujairah pipeline, exporting oil directly to the Gulf of Oman. Freed from OPEC quotas, it could maximize output through this route, weakening Iran’s leverage over global supply. ▪️ In the event of renewed conflict, sanctions, or infrastructure strikes, Iran’s oil exports — largely dependent on China — could collapse. 🔺 The UAE, with significant spare capacity, could quickly offset supply losses, preventing extreme price spikes (e.g. $150–200 per barrel) that would damage Western economies. 🔹 Reduced OPEC coordination would also limit Iran’s ability to influence global markets through price manipulation. 🇨🇳 China, a major buyer of Iranian oil, could be forced to shift toward UAE supplies, further isolating Tehran economically. 🔺 If Iran physically blocks Hormuz, the UAE’s pipeline system becomes critical: ▪️ It can transport 1.5–1.8 million barrels per day — over half of UAE exports ▪️ Tankers can load outside the Strait, reducing risk and insurance costs 🔺 Fujairah, located outside Hormuz, offers a safer and cheaper export hub compared to Gulf ports dependent on the Strait. Video is generated by grok AI

NSTRIKE

13,664 views • 5 months ago