Ship traffic through Strait of Hormuz falls steeply as U.S. and Iran fight for control

Ship traffic through the Strait of Hormuz fell sharply, with 14 vessels transiting on Sunday—about 60% lower than a week earlier—based on Kpler data. Analysts at Windward and Kpler said traffic on the U.S.-protected southern route has largely disappeared. The disruption raises near-term supply-risk for regional shipping and can be a meaningful headwind for energy market expectations.

Analysis

Ship traffic through the Strait of Hormuz fell sharply, with 14 vessels transiting on Sunday—about 60% lower than a week earlier—based on Kpler data. Analysts at Windward and Kpler said traffic on the U.S.-protected southern route has largely disappeared. The disruption raises near-term supply-risk for regional shipping and can be a meaningful headwind for energy market expectations.