Oil tanker traffic picks up through Hormuz
Oil flows through the Strait of Hormuz are recovering as Gulf producers increase volumes. Persian Gulf exports have reached roughly two-thirds of pre-war levels, a volume that Goldman Sachs analysts suggest could keep prices below $90 even if the war with Iran continues. While oil flows are rising, vessel traffic remains volatile. Most major regional suppliers, with the exception of Iran, are now selling barrels for collection outside the strait to manage transit risks.
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- ✓ Oil flows through the Strait of Hormuz are recovering.
What changed
Oil exports have rebounded to roughly two-thirds of pre-war levels despite volatile vessel traffic.
Live updates
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Persian Gulf oil exports recover to two-thirds of pre-war levels
Oil flows through the Strait of Hormuz are recovering as Gulf producers increase volumes. Persian Gulf exports have reached roughly two-thirds of pre-war levels, a volume that Goldman Sachs analysts suggest could keep prices below $90 even if the war with Iran continues. While oil flows are rising, vessel traffic remains volatile. Most major regional suppliers, with the exception of Iran, are now selling barrels for collection outside the strait to manage transit risks.
Why it matters
The recovery follows a period of supply fears and Iranian threats to blacklist tankers. A temporary shipping corridor between Iran and Oman previously helped stabilize the energy supply.
What is confirmed
- Oil flows through the Strait of Hormuz are recovering.
Still unconfirmed
- Every major regional supplier except Iran is selling barrels for collection outside the strait.
What to watch next
- Diplomatic breakthroughs between the U.S. and Iran
- Changes in oil pricing relative to the $90 mark
confidence 70%Sources used for this update (4)
- www.businesstimes.com.sg — Hormuz oil flows rise as Gulf producers boost volumes, keeping prices in check
- oilprice.com — Hormuz Tanker Traffic Drops Despite Recovery in Oil Flows
- nypost.com — Persian Gulf oil exports rebound to two-thirds of pre-war levels — could keep oil below $90 mark
- jen.jiji.com — Kazakh equestrian claims silver at international tournament in Poland
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Oil tanker traffic picks up through Hormuz
Oil tanker traffic through the Strait of Hormuz has increased, with some vessels docking at regional terminals. Despite Iran's previous threats to blacklist tankers for violating transit rules, activity continues. The US has eased its sanctions stance, leading to a drop in oil prices. A temporary shipping corridor agreed upon by Iran and Oman has eased global energy supply fears.
Why it matters
The Strait of Hormuz is a critical waterway for global oil supplies, and tensions in the region have raised concerns about potential disruptions. Iran has previously threatened to close the strait in response to US sanctions. The easing of US sanctions and the temporary shipping corridor have helped to alleviate some of these concerns.
What is confirmed
- CMB.TECH's profit for Q2 2026 was $364.4 million.
- CMB.TECH's EBITDA for Q2 2026 was $552.8 million.
- CMB.TECH's contract backlog is $3.26 billion.
- The Strait of Hormuz is still mined, according to US allies.
- Asian shares are mostly higher after upbeat results from Nvidia and other US technology stocks.
Still unconfirmed
- Adnoc vessels are on Iran's blacklist, according to enterpriseam.com.
What to watch next
- The release of more Q2 2026 financial results from companies in the oil and shipping sectors.
- Any further developments on the temporary shipping corridor in the Strait of Hormuz.
- The impact of US sanctions easing on global oil prices.
confidence 80%Sources used for this update (6)
- markets.businessinsider.com — CMB.TECH ANNOUNCES Q2 2026 RESULTS
- www.straitstimes.com — US allies warn Hormuz Strait is still mined despite Trump claim
- enterpriseam.com — THIS MORNING: War wipes third of DXB’s passenger traffic in 1H + Adnoc vessels on Iran’s blacklist
- www.news4jax.com — Asian shares mostly gain after upbeat results for Nvidia and others lift US stocks
- www.tastylive.com — Nobody Expects a Dovish Warsh. The Jackson Hole Agenda Sets It Up
- uk.finance.yahoo.com — CMB.TECH ANNOUNCES Q2 2026 RESULTS
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Oil tanker traffic picks up through Hormuz
Iran and Oman have agreed on a temporary shipping corridor in the Strait of Hormuz, easing global energy supply fears. Despite previous threats from Iran to blacklist tankers for violating transit rules, some activity continues, including the docking of the Greek supertanker Kiku at Qatar's Mesaieed terminal. The US has eased its sanctions stance, leading to a drop in oil prices.
Why it matters
The Strait of Hormuz is a critical waterway for global oil exports, and its closure has significant implications for energy supplies. Tensions in the region have been escalating due to conflicts between Iran and other countries. The US has been involved in efforts to ease tensions and ensure the free flow of oil through the strait.
What is confirmed
- US crude oil inventories have dropped to a 50-year low.
- Iran and Oman propose a temporary sea lane and demining to reopen the Strait of Hormuz.
- The talks between Iran and Oman came after an oil tanker was disabled in an attack off the coast of Oman.
What to watch next
- The implementation of the temporary shipping corridor in the Strait of Hormuz.
- The impact of the US easing sanctions on Iran on global oil supplies.
- The response of Iran to the increased monitoring of its oil exports.
confidence 80%Sources used for this update (6)
- www.ibtimes.co.uk — US Has Only 41 Days of Oil Inventory Left: What Happens if the Middle East Crisis Gets Worse?
- www.briefs.co — Iran and Oman Offer Route to Ease Hormuz Closure
- www.1news.co.nz — Iran and Oman hold talks on managing the Strait of Hormuz
- www.aljazeera.com — Iran, Oman agree on temporary Hormuz route: What we know
- www.briefs.co — Hormuz Tensions Persist as U.S. Shows Flexibility on Iran Sanctions
- www.wfmj.com — Global shares mostly rise as oil prices fall and hope grows for AI
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Iran blacklists tankers as Iraq tests Hormuz crude sales
Iran has blacklisted 45 tankers for violating transit rules in the Strait of Hormuz, threatening ship confiscations and fines. This escalation occurs as Iraq begins testing the return of Basrah crude sales through the waterway. Despite these threats, some activity continues, such as the July 25 docking of the Greek supertanker Kiku at Qatar's Mesaieed terminal. These developments contrast with previous US claims that Middle East oil exports returned to normal, while global monitoring increases via Kongsberg's plan to double its dark-vessel tracking satellite fleet.
Why it matters
The Strait of Hormuz is a critical chokepoint for global energy supplies. Ongoing friction between Iran and the US, alongside Houthi rebel activity in the Red Sea, creates high volatility for shipping costs and insurance. Iraq's attempt to resume sales through the strait indicates a shift in regional export strategies.
What is confirmed
- Iran blacklisted 45 tankers for violating transit rules in the Strait of Hormuz.
- The Greek supertanker Kiku docked at Qatar's Mesaieed oil export terminal on July 25.
- Kongsberg is doubling its satellite fleet to track dark vessels.
Still unconfirmed
- Iraq is testing the return of Basrah crude sales through the Strait of Hormuz.
- Iran intends to confiscate ships and blacklist ship-to-ship transfer partners in the Strait of Hormuz.
What to watch next
- Confirmation of Iraq's Basrah crude sales volumes through the strait
- Reports of actual vessel seizures by Iranian forces
- Data on whether blacklisted tankers alter their transit routes
confidence 80%Sources used for this update (7)
- www.cnn.com — How the US and Middle East allies flipped the oil script on Iran
- newswire.co.nz — New Zealand’s fuel import bill hit $12.1 billion and swallowed the entire gain from meat exports
- www.iraqinews.com — Iraq tests return of Basrah crude sales through Strait of Hormuz
- en.portnews.ru — Spain’s Valenciaport rail container traffic jumps 18% as July box volumes fall 9.84%
- en.portnews.ru — Iran threatens to confiscate ships in Strait of Hormuz and blacklist STS partners
- en.portnews.ru — Norwegian tech group Kongsberg to double satellite fleet for dark-vessel tracking
- www.ibtimes.co.uk — Iran Threatens Fines and Seizures for 45 Tankers in Hormuz Amid Trump's 'New US Territory' Claim as Tensions Escalate
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Oil tanker traffic picks up through Hormuz
Oil tanker traffic through the Strait of Hormuz is increasing, with US Energy Secretary Chris Wright claiming oil exports from the Middle East have returned to normal levels. However, observable shipping traffic does not support this claim. The development comes amid escalating threats to Gulf and Red Sea shipping from Iran and Houthi rebels.
Why it matters
The Strait of Hormuz is a critical waterway for global oil supplies, and disruptions to shipping traffic can have significant impacts on the global economy. Iran and Houthi rebels have been threatening Gulf and Red Sea shipping, leading to a decrease in tanker traffic through the Strait of Hormuz. The US has been involved in efforts to restore shipping through the strait.
What is confirmed
- Oil exports from the Middle East rose above pre-war levels on Sunday and have been around normal for a week.
- The Panama Canal will cut daily ship crossings from 40 to 32 next month due to an El Niño drought.
Still unconfirmed
- A deal between Iran and Oman to restore shipping is expected soon.
- The US plans to lift its blockade of Iranian ports once an agreement ensuring unhindered commercial shipping is announced.
What to watch next
- Observable shipping traffic data to confirm or contradict Chris Wright's claim
- Progress on the proposed deal between Iran and Oman
- Impact of the El Niño drought on global supply chains
confidence 60%Sources used for this update (4)
- www.cnn.com — The Trump administration claims oil is flowing normally again. There’s just one problem
- www.washingtonexaminer.com — Trump 86s military option, insists ‘Economic D-Day’ will force Iran to capitulate
- en.sedaily.com — El Niño Drought Forces Panama Canal to Cut Ship Traffic
- www.wgbh.org — Strait of Hormuz naval blockade threatens 'bioinvasion super-spreader event'
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Hormuz traffic hits two-month low amid US-Iran deal talks
Tanker traffic through the Strait of Hormuz has dropped to a two-month low as Iran and Houthi rebels escalate threats to Gulf and Red Sea shipping. Despite this, a US official told Reuters that a deal between Iran and Oman to restore shipping is expected soon. The US plans to lift its blockade of Iranian ports once an agreement ensuring unhindered commercial shipping is announced. Meanwhile, Saudi Arabia, Pakistan, and Turkey have signed the Makkah Joint Defence Agreement to bolster regional security against Iranian threats to energy infrastructure.
Why it matters
The Strait of Hormuz is a critical chokepoint for global crude exports. Ongoing conflict between the US and Iran, coupled with Houthi missile attacks on Saudi tankers in the Red Sea, has severely constrained maritime flow. A resolution involving Oman is viewed as a necessary step toward a broader peace agreement.
What is confirmed
- Tanker traffic through the Strait of Hormuz is near a two-month low.
- Saudi Arabia, Pakistan, and Turkey signed the Makkah Joint Defence Agreement.
- The Houthi group launched ballistic missile attacks on Saudi oil tankers in the Gulf of Aden and off Yanbu.
- Qatar confirmed that diplomatic efforts to resolve the US-Iran conflict are continuing.
Still unconfirmed
- The IRGC stated the Strait of Hormuz will reopen only if the US accepts Iranian demands.
What to watch next
- Official announcement of a shipping agreement between Iran and Oman
- Confirmation of US lifting the blockade of Iranian ports
- Further Houthi maritime escalations in the Bab al-Mandab Strait
confidence 85%Sources used for this update (8)
- edition.cnn.com — US warns citizens across the Middle East as Trump and Iran issue new threats
- www.insurancebusinessmag.com — Third Hormuz incident in 48 hours puts underwriters back on alert
- www.channelnewsasia.com — Oil pares gains after Qatar says US-Iran diplomatic efforts continue
- oilprice.com — Hormuz Tanker Traffic Stalls at Two-Month Low as Attacks Escalate
- www.chinaview.cn — Explainer: What's driving Houthi escalation against Saudi Arabia?
- www.foxnews.com — Iran, Oman deal for Strait of Hormuz could be ‘very bad outcome’ for US: former defense secretary
- www.businesstimes.com.sg — US expects deal soon on Strait of Hormuz; Sunni powers unite in defence pact
- www.indiatoday.in — US-Iran War Live: IRGC says Strait of Hormuz to reopen only if US accepts Iran's demands
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Oil tanker traffic picks up through Hormuz
Oil tanker traffic through the Strait of Hormuz has increased, but Gulf crude exports remain below normal. The rise in traffic comes as mediators report progress in US-Iran negotiations. Despite this, supply disruptions persist. Shipowners and traders are closely monitoring maritime activity in the region.
What's confirmed:
- Tanker traffic through the Strait of Hormuz is recovering.
- Gulf crude exports remain well below normal.
- Shipping traffic through the Strait of Hormuz has begun to increase despite the ongoing conflict in the Middle East.
confidence 90%Sources used for this update (3)
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Oil tanker traffic picks up through Hormuz
Oil tanker traffic through the Strait of Hormuz has increased, with an ADNOC-operated LNG carrier recently crossing the strait. This development comes as mediators report progress in returning the US and Iran to negotiations, aiming to prevent a full-scale war in the Middle East. Oil prices have declined following a pause in hostilities.
What's confirmed:
- Mediators report progress in returning the United States and Iran to negotiations.
- Oil prices have declined following the pause in hostilities.
- An ADNOC-operated LNG carrier has crossed the Strait of Hormuz.
Still unconfirmed:
- Iran's economy is close to collapse if the Strait of Hormuz remains closed.
confidence 90%Sources used for this update (2)
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Diplomatic progress reported as US and Iran pause fire
Mediators report progress in returning the United States and Iran to negotiations. These efforts aim to prevent a full-scale war in the Middle East. Oil prices have declined following the pause in hostilities.
Still unconfirmed:
- Mediators have made progress in efforts to bring the United States and Iran back to negotiations.
- The United States and Iran have paused fire.
- Oil prices have slid.
- President Donald Trump faces narrowing options and increasing costs regarding Iran.
confidence 60%Sources used for this update (4)
- Analysis: At every fork in the road on Iran, Trump's choices get worse
- Mediators see progress in efforts to halt Iran war as drone attacks rattle region
- Oil price slides as US and Iran pause fire; cancer treatments help AstraZeneca beat profit forecasts – as it happened
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Tanker Traffic Resumes in Strait of Hormuz Following Attacks
Shipping activity in the Strait of Hormuz is increasing after a period of Iranian attacks. Approximately 24 commodity vessels, including oil carriers, have transited the waterway. Shipowners are showing more confidence, though some remain cautious.
What's confirmed:
- Vessel traffic in the Strait of Hormuz is increasing.
- Shipping activity resumed after recent attacks involving Iran.
Still unconfirmed:
- About 24 commodity vessels, including oil carriers, have transited the strait.
- Some vessels pulled back over the weekend following exchanged attacks between Iran and the U.S.
- Shipowners remain wary following a Thursday attack near the chokepoint.
confidence 80%Sources used for this update (7)
- Shipping Traffic in Strait of Hormuz Picks Up Again
- Hormuz Live Vessel Traffic & Crude Oil Prices | ShipFinder
- Oil and LNG Carrier Traffic Picks Up in Strait of Hormuz Post-Attack ...
- Hormuz Traffic Climbs as Supertankers Sail Into Persian Gulf
- Strait of Hormuz | Real-Time Traffic & Tanker Tracking
- Hormuz Shipping Confidence Is Still Shaky - OilPrice.com
- Oil tanker traffic picks up through Hormuz — Live Feed
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Oil Tanker Traffic Increases Through Strait of Hormuz
Tanker activity in the Strait of Hormuz is rising as U.S.-Iran negotiations progress. This surge in traffic is linked to easing sanctions and an increase in Iranian oil exports. Benchmark oil prices have dropped as a result.
What's confirmed:
- Oil tanker traffic through the Strait of Hormuz is increasing.
- Benchmark oil prices have dropped following the increase in tanker traffic and Iranian exports.
- The rise in traffic coincides with U.S.-Iran negotiations.
Still unconfirmed:
- Iran shipped 30 million barrels of oil in the week before a US waiver.
- Two crude tankers carrying nearly 2 million barrels of oil sailed through the Strait of Hormuz on Monday.
- A potential US-Iran deal may be reached within 60 days.
- Mines remain in the central channel of the Strait of Hormuz.
- A flotilla of Iranian tankers is headed to Asia.
- Stranded supertankers and Qatar-linked LNG vessels are moving after weeks of disruption.
confidence 80%Sources used for this update (10)
- Oil tanker traffic picks up through Hormuz
- Iran Shipped 30 Million Barrels of Oil in Week Before US Waiver
- A flood of oil is set to hit energy markets. Here’s how much crude may be unleashed.
- Flotilla of Iranian tankers headed to Asia
- Iran Oil Exports Skyrocket, Benchmark Prices Drop Following "Encouraging" Start To Peace Talks
- Oil tanker traffic through Strait of Hormuz hits highest level since ...
- Hormuz traffic picks up as more tankers broadcast crossings
- Strait of Hormuz Ship Monitor — Live AIS Tracking
- Oil tanker traffic picks up through Hormuz - Devdiscourse
- Hormuz Traffic Picks Up as US-Iran Talks Advance, Stranded Tankers ...
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