Oil Flows Through Strait of Hormuz Surge About 50% This Month, Vortexa Says
Oil flows through the Strait of Hormuz have surged by about 50% this month, according to Vortexa Ltd., marking a shift from weeks of scattered cargo movements to a broader rise in volumes through the waterway. Earlier indications that some barrels were getting through included Kuwait offering crude to Asian refiners again and a 2 million-barrel Gulf cargo bound for Rotterdam, which Kpler identified as the first such shipment to Europe since March.
The increase suggests the recovery is moving beyond isolated loadings, though the route remains far from normal. US Energy Secretary Chris Wright said this week that ship traffic through the strait was rising "very meaningfully" while warning that global energy flows may take many months to fully return to normal, and traders have said traffic may not normalize until the end of the year.
From the sources (25 posts)
@cnbcStrait of Hormuz traffic won't return to normal until end of the year, traders say
@firstsquawkOIL PRICES REMAINED FIRM AFTER ISRAEL AND IRAN PAUSED HOSTILITIES, BUT CONCERNS PERSIST AS DISRUPTIONS IN THE STRAIT OF HORMUZ CONTINUE TO RESTRICT THE FLOW OF CRUDE OIL, FUELS, AND NATURAL GAS, SUPPORTING ELEVATED PRICES.
@firstsquawkMARKETS REMAIN FOCUSED ON GEOPOLITICAL DEVELOPMENTS, WITH ANALYSTS WARNING THAT EVEN IF A BROADER PEACE DEAL IS REACHED, RESTORING NORMAL ENERGY EXPORTS COULD TAKE MONTHS DUE TO MINE CLEARANCE, INFRASTRUCTURE REPAIRS, AND THE RESTART OF DAM
@rusoilgasexpert➡️ Finally, satellite evidence of significant ship-to-ship transfers occurring just off the coast of Oman. ➡️ This is precisely the thing we were expecting to happen a couple of months ago👇, as those with the risk appetite for blockade-run
@jackprandelliOPEC+ just agreed its 4th consecutive monthly quota hike. Most members still can't pump up to their current targets. UAE: 4.0 mb/d. The largest producer ever to leave OPEC bigger than Qatar's exit (1.8 mb/d), bigger than Angola (1.2 mb
@jackprandelli🇯🇵Japan's crude inventories just hit a record low. From 2017 to 2025: 345-400 million barrels. Early 2026: the line falls off the chart. 355 mb → 275 mb📉 This is what absorbing a Hormuz shock looks like. Japan imports nearly 100% of i
@javierblasSignificant amount of Middle Eastern oil is leaving the Persian Gulf by tanker via the Strait of Hormuz (in addition of the bypass pipelines). The telltale is the decline over the last few weeks of onshore crude inventories. Plus the surge
@jackprandelliLook at where India, Bangladesh, and Pakistan sit on this map. They're all pinned to one corner: Qatar. Now look at Europe that big blue bubble parked on the US corner. This chart shows who really supplies the world's largest LNG buyers
@javierblasKuwait is offering to sell its crude to refiners in Asia for the first time since the Iran war started. Another key sign that more Middle Eastern crude is flowing “dark” via the Strait of Hormuz by tanker (on top of what’s moved via bypass
@jackprandelliReuters today: "Asia LNG demand recovers from Iran shock as China buys." Sounds like the allclear, right? Look closer. Yes, China is back in the market. Japan's June imports hit a 3-month high. Asia's arrivals are recovering. But here's
@anasalhajji💠While the FT gives a good summary, it oversimplifies the debate as just “two sides” when there are more views in play. It also misses the key distinction between crude and refined products — and ignores how several countries have banned or
@staunovo#Kuwait Offers Oil to Asian Buyers for First Time Since War Began #oott
@oilheadlinenewsKuwait is offering to sell its crude to refiners in Asia for the first time since the Iran war started. - Bloomberg
@staunovoRT @Amena__Bakr: Covert tanker operations have successfully cracked Kuwait’s 2-month export freeze, triggering a significant inventory draw…
@staunovoRT @gbrew24: Is more oil scheduled to exit the Gulf? Yes and no. Orders by the UAE and Kuwait are bringing up weekly loadings to roughly w…
@staunovoKuwait's oil stocks fall as two tankers exit Gulf, Kpler says #oott
@oilheadlinenewsKuwait's oil stocks fall as two tankers exit Gulf, Kpler says
@mossadilUS Energy Secretary Chris Wright says ship traffic through the Strait of Hormuz is rising significantly following the Iran ceasefire, though energy flows may take months to fully return to normal.
@iranintl_enThe Strait of Hormuz remains highly volatile and safe passage cannot be considered to exist without reliable security assurances, International Maritime Organization Secretary-General Arsenio Dominguez said. "I am increasingly concerned by
@alexlawler100Brent crude below $90 a barrel. U.S. energy secretary says ship traffic through the Strait of Hormuz rising "meaningfully." Kuwait slips out a couple of cargoes, Kpler says
@javierblasU.S. Energy Secretary Chris Wright said oil traffic throughout the Strait of Hormuz has risen “very meaningfully.”
@oilheadlinenewsUS ENERGY SECRETARY WRIGHT SAYS SHIP TRAFFIC THROUGH STRAIT OF HORMUZ IS RISING 'VERY MEANINGFULLY'
@osint613US Energy Secretary Wright: Oil exports from Hormuz and the Persian Gulf set to rise
@gbrew24Is more oil scheduled to exit the Gulf? Yes and no. Orders by the UAE and Kuwait are bringing up weekly loadings to roughly where they were during the war, when Iran was exporting at capacity, per @Kpler
@iranintl_enShip traffic through the Strait of Hormuz is rising "very meaningfully" despite the ongoing conflict with Iran, US Energy Secretary Chris Wright said on Tuesday. Speaking at an Atlantic Council conference, Wright added that it would take m